Transfer Assistance
Transferring the assistance relationship does not mean transferring your assets and does not change the ownership of the account.
- Transfer Your Current Assistance Relationship
Transfer your assistance relationship to Denis
If you already have an Interactive Brokers account and your assistance relationship is currently handled by another broker or support provider, you can request information on how to transfer your operational reference to Denis.
Transferring the assistance relationship does not mean transferring your assets and does not change the ownership of the account. The account remains in the client’s name and is managed directly by the client inside Interactive Brokers.
Denis can help you understand the technical and documentary steps required to request the change of assistance reference, while keeping the support focused on operational, educational and document-related aspects.
What changes for the client
Denis does not decide on behalf of the client, does not choose the instruments to trade, does not provide investment recommendations, does not prepare tax returns and does not provide legal or tax advice
- You can receive technical support from Denis
- You can receive assistance on TWS, Client Portal, reports, market data and operational procedures
- You can access the reserved area with videos, guides and educational materials.
- You can receive support in collecting and organising Interactive Brokers documentation