Interactive Brokers IBKR - Transferring Trust to Trust Allowances

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We only support transfer requests if the individual is the documented beneficiary owner of both accounts (Source and Destination Account).
Acceptable Transfers:
Individual on both accounts are identically
Individual on both account are identically, but account are held under different jurisdictions (account entity)
Individual/Joint to Organization account solely owned by the individual(s) (equal ownership)
Individual/Joint to Organization account majority owned by the individual(s) (equal ownership)
Organization account solely owned by the Individual to Individual owned by the same person
Individual/Joint to Trust in which the Individual(s) is(are) the grantor(s)
Revocable trust to Individual/Joint account of the grantor(s)
Trust to sole beneficiary
Not allowed
Husband associating with wife`s account is not permitted.
Family and Friends associating accounts is not permitted.
Organization accounts to Trust accounts and vice versa is not permitted.
Trust to individual that is not the sole beneficiary of the Trust is not permitted.
Any accounts to Hedge Fund is not permitted.
While most transfers must meet our automated processing criteria, exceptional cases may be reviewed manually. Contact Client Services through Message Center only if you believe your situation requires special consideration.