Apologies if this has already been answered - my IBKR status is at “Awaiting receipt of Securities” with a note “IBKR is waiting for your Transfer Agent to initiate the security transfer. If you haven't already, please request the transfer from your Transfer Agent”
Is there something we need to do at Odyssey? I can’t see any option to inform them of transfer
25 July 2026
PStext not yet in the index
Yes, if you are a Non-US Shareholder without a US TIN, you DO NOT have to give IBKR the Tax ID in your Country. Let the pre-filled 999999999 existing already in the Tax Box (you can see it if check the Box Edit to the right) and don't change anything.
id 7322150201Apologies if this has already been answered - my IBKR status is at “Awaiting receipt of Securities” with a note “IBKR is waiting for your Transfer Agent to initiate the security transfer. If you haven't already, please request the transfer from your Transfer Agent”
Is there somet
Yes I am also at this stage. The status has remained the same for a couple of days, seems like it's luck based seeing that some got it transferred over in a day. But all we can do is sit tight
Yaron RathMay I ask, for the people who submitted *DRS* in IBKR;
I didn’t have a field to state the name of the transfer agent (odyssey) - how does IBKR know where they should pull the stocks from?
I have sent a message to Odyssey with my IBKR account information, asking them to transfer my shares to IBKR and to send me a confirmation once the transfer has been initiated.
26 July 2026
Yaron RathMay I ask, for the people who submitted *DRS* in IBKR;
I didn’t have a field to state the name of the transfer agent (odyssey) - how does IBKR know where they should pull the stocks from?
the transfer agent for a soon to be listed stock is linked to the CUSIP in the SEC's centralised database, the broker looks it up, no need to ask you because the system knows who the transfer agent is
id 811552006I have sent a message to Odyssey with my IBKR account information, asking them to transfer my shares to IBKR and to send me a confirmation once the transfer has been initiated.
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Odyssey clearly said they can't transfer anything. The action has to be started from the broker side.
Nishanth DsouzaDid you have to fill the fatca W8B form?
If you're not a US citizen, yes the W8-ben is required, for an Odyssey setup.
DorianIf you're not a US citizen, yes the W8-ben is required, for an Odyssey setup.
Thanks. And I email it to their customer service team or is there a upload feature?
DorianOdyssey clearly said they can't transfer anything. The action has to be started from the broker side.
started from the broker side yes, but after that it is in the transfer agent's hands, that is why IBKR states once they've done their part, you may want to reach out to Odyssey to complete the process as it is in their hands at that point
Nishanth DsouzaThanks. And I email it to their customer service team or is there a upload feature?
Odyssey no longer need W8 forms from non us customers
id 1370950979Odyssey no longer need W8 forms from non us customers
Thanks. I am in the process of creating an IBKR account. Will then try to initiate the transfer