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Position Transfer Basis

Trading Term

Feature in Client Portal that allows you to specify the cost basis for positions transferred into your IBKR account using ACATS (Automated Customer Account Transfer Service), ATON (Account Transfer Online Notification) or Free of Payment (FOP) position transfers. Use this page to enter the number of shares or contracts, the acquisition date and the cost basis for each tax lot in your inbound ACATS-, ATON- or FOP-transferred positions.

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