I'm now also in the same boat. I see a lot of people posted the contact information from Interactive Brokers, but can anyone give me the EquatePlus information you've given to IB?

Thanks!

FWIW, I gave up on doing this and instead just sell all my stocks in EP and transfer the cash instead.

Attempting this again. Anyone have the EquatePlus contact details?

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. I went to do this and realised the data was already there :facepalm: it was just the equteplus side I hadn't done, but which hopefully is now done.

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?

I don't have it and can't look it up anymore but I remember I got it from the HelpChat from EquatePlus. Just drop them a line, explain what you need to do and they should provide you with one.