To transfer your rebate to your sub-IB rebate or trading account. Please log in to the IB portal and click" Transfer" on the IB Dashboard.

For a one-time transfer:

1. Select the rebate account from
2. Manually enter the subordinate's rebate/Trading account
3. Enter the transfer amount then click +Add Transaction
4. Click" Send Code". The system will send a verification code to your registered email.
5. Enter the received verification code
6. Check the disclaimer box
7. Click "Submit"

Batch upload and Transfer:

1. Select the rebate account from
2. Download the batch upload template and fill in the transfer account and amount (upload up to 50 items at a time).
3. Upload the batch file you created.
4. Click Send Email Verification Code and enter the verification code.
5. Check the declaration conditions.
6. Click Submit.