How to transfer stocks from Tiger Brokers to Longbridge? — Global account (IB)

The process of transferring stocks from Tiger Brokers to Longbridge mainly involves two steps: submitting a transfer-in request to Longbridge and submitting a transfer-out request to Tiger Brokers (global account, IB). Below are the detailed descriptions for these two steps.

Note: The following guidelines are for reference only. For the specific transfer process, please contact your Tiger Brokers account manager or Tiger Brokers customer service to confirm. They will provide a corresponding transfer plan based on your account situation.

1. Submitting a transfer-in request to Longbridge

Step 1. Go to the Longbridge App > Portfolio > Transfer to submit a transfer-in application. If you have already deposited funds, select Portfolio > More > Share Transfer-In.

Step 2. Fill in the transfer information (Below is an example for US stocks. If you want to transfer Hong Kong stocks, please fill in the Hong Kong stock information). Select Tiger Brokers as the transfer-out broker, enter the account holder's name and account number, click Next, and fill in the stock information.

Please note: Longbridge now supports entering the cost price per share (optional).

• If not entered: The cost price per share will be calculated based on the closing price on the day the transfer is completed.
• If you need to enter: Please enter the cost price you actually want to display. After the transfer is completed, profits and losses will be calculated based on the cost price you entered.
• The cost price cannot be modified once it is entered. If you have any questions, please contact customer service.

Step 3. Confirm stock transfer details and submit the transfer application.

2. Confirming the account type of Tiger Brokers

Tiger Brokers has two account types: global accounts and integrated accounts. Their processes for submitting transfer-out requests are different. Please check which account type your stocks are held in.

Log in to Tiger Brokers, click My > Tiger Account, and check the account type.

If you have an integrated account, click here to view relevant instructions.

3. Submitting a transfer-out request to Tiger Brokers (global account, IB)

Step 1. Obtain IB login account information from Tiger Brokers. Log in to Tiger Brokers, click My > Tiger Account. The tiger account number in parentheses beside your global account is your username for IB website login.

Step 2. Log in to the IB official website: https://www.interactivebrokers.com.hk/en/home.php

Step 3. Log in to your IB account. Use the obtained tiger account as the username to log in. If the password is incorrect, you can click Forgot Password or call Tiger Brokers/IB customer service to retrieve it. IB customer service hotline: +86 (021) 60868586.

Step 4. Obtain IB account information. After you logging in to the IB official website, the account number in the portfolio section is your IB account number (this is required when submitting a transfer-in application at Longbridge).

Step 5. Submit instructions for transferring stocks out.

Hong Kong stocks

(1) Path: Transfer & Pay > Transfer Positions > Transfer Out > Basic FOP Transfer

(2) Broker information

For details, see Transfer In Stock Details.

US stocks

Log in to the IB website: https://www.interactivebrokers.com.hk/en/home.php

Submit the application via the Message Center on the IB website.

(1) In the IB account, select Help > Support Center in the upper right corner.

(2) Select Message Center.

(3) Select Compose > New Ticket > Funds & Banking > Position Transfers.

(4) Fill in the new ticket and click Preview Ticket.

Subject: Transfer US position to another IB broker. Body: Please transfer the following share(s) to U11928885. Details listed as below: A/C Name: Long Bridge HK Limited. A/C No.: U11928885. Stock Name: XXX (Name of the stock to be transferred). Symbol: XXXX.US (stock symbol). Quantity: (number of shares). Settlement Date: When transferring US stocks, there is a time difference in communication between brokers. You are advised to set the settlement date to the next day (e.g., if you submit the transfer application to IB on September 20, set the settlement date to September 21) to ensure timely confirmation of your transfer. No change in beneficial owner (confirm that the transfer is between accounts under the same name). Account: Select your IB account (starting with U).

(5) After submission, IB will generate a ticket number. Please provide this ticket number to your Longbridge account manager.

Wait for IB to contact you to provide a letter of authorization. Fill in and submit the letter. After submitting the application in Message Center, wait for IB to contact you—some users will be notified that they need to provide a letter of authorization. If IB contacts you, fill in and submit the letter. An example of the letter of authorization is as follows:

A letter of authorization

IB contact information:

After completing the above process, please wait patiently. The two brokers will contact each other, and once everything is confirmed, the stock transfer process will begin.

Notes:

1. Stock transfers between different brokers are limited to transfers between accounts under the same name.
2. Fees for stock transfer: Longbridge does not charge any fees. Fees may be charged by the broker who transfers the stock out.
3. Time required for stock transfer: The processing time depends on the other broker. Once the other broker transfers the stocks out, Longbridge will deposit them into your account within 1–2 working days.

Disclosures

This article is for reference only. The required confirmation information shall be subject to the actual display. The information in the guide above is for illustrative purposes only.

This article does not constitute any investment advice.