{"id":9617,"date":"2020-04-16T12:26:40","date_gmt":"2020-04-16T10:26:40","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=9617"},"modified":"2026-04-21T17:35:55","modified_gmt":"2026-04-21T15:35:55","slug":"instructions-custody-transfer-from-ib-to-captrader","status":"publish","type":"post","link":"https:\/\/www.captrader.com\/en\/anleitung-depotuebertrag-von-ib-zu-captrader\/","title":{"rendered":"Instruction securities account transfer from IB to CapTrader"},"content":{"rendered":"<p class=\"wp-block-paragraph\">If you are a client of Interactive Brokers you have the comfortable possibility to transfer your securities account with only one mouse click. The \"Link Account\" function in the account management (Client Portal) allows you to transfer all cash and securities holdings quickly and easily to CapTrader.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For customers of Interactive Brokers, basically the only thing that changes is that you can easily switch to trading support at CapTrader and benefit from various promotions and offers from CapTrader.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to link your Interactive Brokers securities account to CapTrader<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Log in with your access data (of the securities account at Interactive Brokers) in the <a href=\"https:\/\/www.clientam.com\/sso\/Login?partnerID=CapTrader1\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Account Management (Client Portal)<\/a> an.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>&gt; Settings &gt; Manage account link &gt; Account with advisor\/broker\/administrator<\/strong> <strong>connect<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next, select the 2nd item (\"Connect my existing account with an advisor\/broker.\") and then click on the button <strong>&nbsp;&gt; More<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"378\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-1024x378.png\" alt=\"interactivebrokers deposit transfer to captrader\" class=\"wp-image-21486\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-1024x378.png 1024w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-300x111.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-768x284.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-200x74.png 200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-400x148.png 400w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-600x222.png 600w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-800x295.png 800w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader-1200x443.png 1200w, https:\/\/www.captrader.com\/wp-content\/uploads\/2020\/04\/interactivebrokers-depottransfer-zu-captrader.png 1449w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Account ID<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Now please enter the account ID corresponding to your place of residence in the first field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">a) You have your main residence within the EU (custody account management in Ireland): I10764222<br>or<br>b) You have your main residence outside the EU (custody account management in UK): I764222<br><br>In the second field please enter the title <strong>CapTrader GmbH<\/strong> one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Afterwards please click on the button <strong>&gt; More<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-c7a7c5ac wp-block-columns-is-layout-flex\" style=\"padding-top:0;padding-right:0px;padding-bottom:0;padding-left:0px\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"border-style:none;border-width:0px;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-left-radius:0px;border-bottom-right-radius:0px;padding-right:4px;padding-left:4px\">\n<h2 class=\"wp-block-heading\">Primary residence within the EU (account management in Ireland)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"400\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-innerhalb-EU.png\" alt=\"Screenshot of a form showing a broker\/advisor account ID &quot;110764222&quot; and the company name &quot;CapTrader GmbH&quot; with options to transfer accounts.\" class=\"wp-image-66717\" style=\"aspect-ratio:2.4751931490272736\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-innerhalb-EU.png 990w, https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-innerhalb-EU-300x121.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-innerhalb-EU-768x310.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-innerhalb-EU-18x7.png 18w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:4px;padding-left:4px\">\n<h2 class=\"wp-block-heading\">Main residence outside the EU (account management in UK)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"400\" src=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-ausserhalb-EU.png\" alt=\"A form section with the broker account ID &quot;1764222&quot; and broker name &quot;CapTrader GmbH&quot; for connecting an existing account, with the option to transfer accounts.\" class=\"wp-image-66716\" srcset=\"https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-ausserhalb-EU.png 990w, https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-ausserhalb-EU-300x121.png 300w, https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-ausserhalb-EU-768x310.png 768w, https:\/\/www.captrader.com\/wp-content\/uploads\/2026\/04\/Depotuebertrag-ausserhalb-EU-18x7.png 18w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Now sign with first and last name on the following pages and click on the button <strong>&gt; More<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Sofern Sie Kunde von Interactive Brokers sind haben Sie die komfortable M\u00f6glichkeit, Ihr Depot mit nur einem Mausklick zu \u00fcbertragen. Die \u201eLink Account\u201c Funktion in der Kontoverwaltung (Client Portal) erlaubt Ihnen alle Bar- und Wertpapierbest\u00e4nde schnell und unkompliziert zu CapTrader zu transferieren. F\u00fcr Kunden von Interactive Brokers \u00e4ndert sich im Grunde nur, dass Sie unkompliziert [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[86,92],"tags":[],"class_list":["post-9617","post","type-post","status-publish","format-standard","hentry","category-faq","category-depot-eroeffnen"],"acf":{"blog_summary":"","blog_faq_schalter":"nein","faq_uberschrift":"","blog_faq_loop":null},"_links":{"self":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/9617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/comments?post=9617"}],"version-history":[{"count":3,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/9617\/revisions"}],"predecessor-version":[{"id":66724,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/9617\/revisions\/66724"}],"wp:attachment":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media?parent=9617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/categories?post=9617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/tags?post=9617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}