How to migrate the IB Key / IBKR Mobile authentication to a new smartphone

Overview: 

This article details the steps needed to reactivate the IB Key authentication via IBKR Mobile in the event you have lost or replaced your smartphone.

 

Background: 

You may be able to perform the reactivation without having to contact the IB Client Services in the following cases:

A) New phone, Same phone number: You were performing the SLS (Two-Factor) authentication using the IBKR Mobile app on your old smartphone and you still use the same mobile phone number on your new device. Should this be your case, proceed directly here.

B) New phone, an Additional physical security device is active: You are currently in possession of an active physical security device (Secure Code Card, DSC+) for your user. Should this be your case, continue reading here.

C) New phone, Still in possession of old phone and old app: You were performing the SLS (Two-Factor) authentication using the old standalone IB Key app and you are still in possession of your old smartphone. Should this be your case, follow the instructions here.

In any other case, we would kindly ask you to request a temporary account access by contacting the IB Client Services (Secure Login department) on the phone number best suitable for your location, among the ones listed on ibkr.com/support

 

 

A) I was using the IBKR Mobile app on my old smartphone

Regardless whether you are still in possession of you old phone, if you were using the IBKR Mobile app, you will be always able to reactivate it on your new smartphone following the steps below
 
1. Install the IBKR Mobile app on your new smartphone. Should you need additional guidance for this specific task, refer to one of the below links depending on your phone's operating system:

2. Launch the IBKR app and tap the link Services on the top left corner of the screen

3. Tap Register Two-Factor
 
4. Tap Continue
 
5. Enter your username and password and tap Continue
 
6. An SMS containing an authentication code will be sent to your mobile phone number. Enter that authentication code in the Activation Code field and tap Activate (note that the code in the illustration below is an example value and differs from the code you will receive)
 
 
7. If the activation has been successful, you will see a confirmation screen. Tap on Done to finalize the procedure
 
 
 

B) I am in possession of a physical security device active for my user

Regardless whether you have possession of your old phone, you can always activate or reactivate the IBKR Mobile authentication on your new smartphone using your physical security device to validate your request. Please find the instructions by clicking one of the below links, according to your smartphone operating system:
 
 

C) I was using the IB Key app and I am still in possession of my old smartphone

If you were using the IB Key app, you will be able to activate the IBKR Mobile authentication on your new device using the old IB Key app to validate the request. You would therefore need to be still in possession of your old smartphone. Please follow the steps below:
 
The steps below have to be performed on your NEW smartphone
1. Install the IBKR Mobile app on your new smartphone. Should you need additional guidance for this specific task, refer to one of the below links depending on your phone's operating system:
 

2. Launch the IBKR app and tap the link Services on the top left corner of the screen

3. Tap Register Two-Factor
 
4. Tap Continue
 
5. Enter your username and password and tap Continue
 
6. If the system is able to use the seamless authentication, it will automatically send a notification to your old phone at this point, otherwise it will show you a Challenge code and a field where to enter the Challenge Response. In both cases please proceed to the next step
 
The step below has to be performed on your OLD smartphone
7. If you have received a IB Key notification on your old smartphone, tap on it. The IB Key will automatically open, prompting you to scan your fingerprint, use FaceID or enter your PIN code. Please provide the requested security element and jump directly at point 8
  
 
If you have not received a notification on your old smartphone, open the IB Key app. You will be requested to input the Challenge code you obtained at step 6. Enter that Challenge code and then tap Generate. Once you have provided the requested security element (Fingerprint, FaceID, PIN), you will obtain a Response String
 
 
The steps below have to be performed on your NEW smartphone
8. Go back to your new phone. In the Challenge Response field enter the Response string you obtained at step 7 and tap Continue

 
9. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new phone, tap Add Phone Number, enter the new number1 and the correspondent Country.  Once you have selected or added the desired mobile number, tap Get Activation SMS
10. You will receive an SMS message containing an Activation Token. Enter it in the Activation Code field and tap Activate
 

11. According to your phone operating system and hardware capabilities, you might be prompted to provide or define the security element to be used  to secure the app (Fingerprint, Face ID2, PIN)

12. If the activation has been successful, you will see a confirmation screen. Tap on Done to finalize the procedure

 

Notes:

  1. You must enter your phone number without your country's trunk prefix and only enter numbers without any spacing or special characters
  2. If using an iPhone X, please make sure the following conditions are met in order to use IBKR Mobile with the iPhone's Face ID technology:
    - The IBKR Mobile app on the phone is a new download from the App Store and not synced from the old phone via iTunes or iCloud backup
    - Face ID is enabled to unlock the iPhone (iPhone Unlock is switched to ON/Green in the Face ID & Passcode menu within the Settings app on your phone)

 

References:

  • See KB2260 for instructions on how to install/activate/operate the IBKR Mobile app
  • See KB2748 for instructions on how to recover the IBKR Mobile app