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Old 22.01.2023, 10:58
DonDon DonDon is offline
Join Date: Feb 2020
Location: Basel
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Re: Setting up Interactive Brokers in EquatePlus

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I set it up last year and can confirm I managed to transfer my positions:

- Setup your EquatePlus as Basic FOP in IB
- Financial Institution Name: EQUATEPLUS
- Country of Financial Institution: Switzerland
- Your Account Number at the Financial Institution:7 digits (you can see in the top right in equate plus)
- Name of Account Holder at Financial Institution: same as above
- Account Type: individual

Thanks for all the helpful information. When trying to set this up, they also require an e-mail address of EquatePlus. I can't find an email address for them anywhere. Do you know what you used?
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