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  #21  
Old 10.02.2022, 11:32
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Re: Setting up Interactive Brokers in EquatePlus

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!
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  #22  
Old 10.02.2022, 11:41
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Re: Setting up Interactive Brokers in EquatePlus

FWIW, I gave up on doing this and instead just sell all my stocks in EP and transfer the cash instead.
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Old 15.09.2022, 10:37
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Re: Setting up Interactive Brokers in EquatePlus

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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!
Attempting this again. Anyone have the EquatePlus contact details?
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  #24  
Old 15.09.2022, 21:35
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Re: Setting up Interactive Brokers in EquatePlus

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
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  #25  
Old 15.09.2022, 23:06
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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. 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.
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  #26  
Old 22.01.2023, 11:58
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Re: Setting up Interactive Brokers in EquatePlus

Quote:
View Post
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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  #27  
Old 22.01.2023, 16:15
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Re: Setting up Interactive Brokers in EquatePlus

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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.
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