Interactive Brokers ACAT Fee (Transferring Out)
Interactive Brokers does not charge an ACAT fee (or account transfer-out fee) for either full or partial
account transfers.
| ACATS |
Deposit or Withdrawal |
None |
| DWAC |
Deposit or Withdrawal |
USD 100 per settled transaction |
| DRS |
Deposit or Withdrawal |
Deposit: starting at USD 25 per settled transaction; USD 100 per rejected transaction. Withdrawal: USD 5 per settled transaction; no fee for rejected transaction |
ACAT Fee For Transfers Into Interactive Brokers
Interactive Brokers does not charge a fee to receive an account through ACATS. You can use
the new-customer referral link below to open an account and begin the transfer process:
Does Interactive Brokers Reimburse Transfer Fees?
Interactive Brokers does not refund ACAT account transfer fees imposed by the brokerage you are leaving.
Some brokers, however, may cover transfer charges assessed by another firm. Charles Schwab offers up to $125 in ACAT fee reimbursement when you move an account
with a balance of at least $10,000 to Schwab.
IBKR Wire/Check/ACH Withdrawal Fees
IBKR provides two free withdrawal requests each calendar month. Once you have made the second withdrawal of any type, the fees below apply to additional withdrawal requests:
| USD |
10.00 |
4.00 |
1.00 |
| CAD |
12.00 |
N/A |
2.00 |
Transfer from Interactive Brokers to Schwab
To transfer an account from Interactive Brokers (IBKR) to Schwab, complete the following steps:
Step One:
First, make sure you have an open Schwab account. If you don't already have an account with the appropriate registration and ownership, Schwab provides a straightforward online application through its website and mobile app. Schwab can receive transfers into both self-directed and automated (robo) accounts. However, only cash can be transferred into an automated account.
Step Two: Get your Interactive Brokers account ready for the move. If the assets are going into an automated Schwab account, this requires liquidating the investments first. When transferring to a self-directed Schwab account, many securities can usually be moved without selling them. Keep in mind that futures and forex positions cannot be transferred through ACATS and must be dealt with separately. You should also close any options contracts that are close to expiration.
Step Three: Review any foreign stocks, over-the-counter (OTC) shares, or mutual funds you plan to move from Interactive Brokers. Although Schwab supports trading in these types of investments, confirm that the specific securities are eligible to transfer. Also make sure the Schwab account has options and margin privileges if you will need them.
Step Four: The final step is to initiate the transfer through Schwab. On the Schwab website, open Transfer & Pay and choose Move Account to Schwab. Provide the requested Interactive Brokers account information and send in the transfer request.
Free Charles Schwab Account
Visit Schwab Website
How Long Does an ACATS Transfer Take?
An ACATS transfer involving U.S. securities and U.S. dollar cash normally takes 4 to 8 days.
Updated on 8/7/2026.
Chad Morris has been analyzing investment firms for Brokerage-Review.com since 2015. Backed by FINRA Series 65, 66, and SIE credentials, his work reflects a deep knowledge of the retail brokerage industry and digital trading tools.
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