The process of transferring stocks from Interactive Brokers (IB) to Longbridge Securities mainly includes two steps:
1.The transfer of stocks between different brokerage firms is limited to the transfer of accounts with the same name
2.Transfer-in stock fees: Long Bridge HK Limited does not charge fees, and transfer-out securities firms charge fees
3.Time to transfer stocks: it depends on the securities firm that transfers out. Once the other securities firm transfers the stocks, it will be deposited into your Longbridge account within 1-2 working days.
4.Interactive Brokers’ Hong Kong stock transfer and U.S. stock transfer processes are different, please pay attention to the distinction process. This operation procedure is only limited to individual accounts under Interactive Brokers. If it is Snowball Securities, follow this procedure;If you are a user of Tiger Securities, it is recommended to contact the customer service of the outbound brokerage to consult and confirm the operation process.
Operation path: Open the Longbridge App, click「Protfolio」-「Transfer」-「Apply Stocks Transfer-In」
If you have already deposited funds, click「Protfolio」-「More」-「Transfer」-「Apply Stocks Transfer-In」
The transfer-out brokerage chooses "Interactive Brokers Hong Kong Ltd", fill in the account name, account number, and click "Next" to fill in the stock information
Confirm to fill in the information and submit the transfer application
Note: This operation procedure is only limited to individual accounts under Interactive Brokers. If it is Snowball Securities, follow this procedure;If you are a user of Tiger Securities, it is recommended to contact the customer service of the outbound brokerage to consult and confirm the operation process.
Link: https://www.interactivebrokers.com.hk/cn/home.php
2.1 Path
Click「Transfer and Payment」=>「Transfer Position」=>「Transfer Out」=>「Basic FOP Transfer」
2.2 Transfer-In brokerage information
After completing the above process, please wait patiently. The brokerage firms of both parties will contact each other. Once it is confirmed that there is no problem, the transfer of stocks can begin.
Note: Please refer to the actual display for the required confirmation information. The information in the guide above is only an example of operation.
Note: This operation procedure is only limited to individual accounts under Interactive Brokers. If it is Snowball Securities, follow this procedure;If you are a user of Tiger Securities, it is recommended to contact the customer service of the outbound brokerage to consult and confirm the operation process.
Link: https://www.interactivebrokers.com.hk/cn/home.php
1) Path: Transfer and Payment - Transfer Location - Transfer Out - "Select Region"
2) To transfer to U.S. stocks, select “United States” - “U.S. Securities Transfer”
3) Brokerage information required for transferring U.S. stocks:
Broker's name(Name of Financial Institution) | Long Bridge HK Limited |
DTC(For US brokers) | DTC 0534 |
Receiving Account | U11928885 / Your Longbridge HK Limited Number |
Contact Person | Settlement Team |
Tel No. | (+852) 35858944 / (+852) 35858915 |
settlement@longbridge.hk |
Note: If the transferring brokerage has restrictions on the receiving account format, please fill in "U11928885" directly.
Click to view:Transfer In Stock Details
3 Fill in and submit the Authorization Form from Interactive Brokers
IB will contact you after submitting the application: Some users will be notified that they need to provide an Authorization Form. Please deal with it and submit the completed form accordingly. An example of the Authorization Form is as follows: Please see the IB contact information below:
Other: