Published: November 03, 2022
Summary
Back in May of this year, Interactive Brokers (IBKR) has requested that all clients open new (retail) Interactive Brokers accounts to continue trading, if you currently have a Euro Pacific Trader brokerage account at IBKR. Due to Euro Pacific Bank’s recent suspension, the brokerage migration was temporarily halted by IBKR.
As of November 03, 2022, IBKR has resumed the migration of brokerage accounts and of selected assets.
Next Steps
For those who received a new IBKR account username & password
- If you are still completing your new IBKR account application, you may continue with that process until the account is activated.
- If your new IBKR account is already activated but positions held in your Euro Pacific Trader account (EPT) are not migrated yet, please send an email to [email protected] for assistance. You are also welcome to trade freely with the new IBKR account.
- If you have made requests in eBanking to transfer brokerage cash balances to your EPB current account, Operations is processing pending requests.
For those who did not receive a new IBKR account username & password
- If you are a UK resident, IBKR’s decision to permit migration of UK residents’ accounts is currently pending. Once there is new development, we will notify you accordingly.
- If you did not qualify to migrate with Euro Pacific Securities to our new “Fully-Disclosed Broker” relationship, you may continue the relationship with Interactive Brokers by opening a regular IBKR retail account, as described here.
- You may request transfers of positions from EPT to an existing IB account by providing your brokerage’s user IDs to [email protected].
*If you are uncertain whether you fall into a category or have any general inquiries, please contact [email protected].
Thank you for your continued patience as always through this transition process.