Om uw voorkeuren voor het berichtencentrum te configureren, doet u het volgende:
1. Log in op het klantenportaal
2. Klik op het Gebruikersmenu (het hoofd en schouderspictogram in de rechterbovenhoek) gevolgd door Secure Message Center (beveiligd berichtencentrum).
3. Klik op het pictogram Voorkeuren (tandwiel) naast de knop Compose (Opstellen).
4. U krijgt nu een venster met voorkeuren te zien.
5. Selecteer een primaire en secundaire voorkeurstaal voor berichten met behulp van de vervolgkeuzelijsten.
6. Selecteer uw gewenste leveringsopties in de sectie Secure Message Delivery (beveiligde berichtlevering).
7. Klik op SAVE (OPSLAAN) om uw wijzigingen op te slaan.
Om veiligheidsredenen is het niet mogelijk het volledige bericht via e-mail of sms/tekstbericht te ontvangen. Het is alleen mogelijk een samenvatting van de mededeling via e-mail of sms/tekstbericht te ontvangen.
Meer informatie over de voorkeuren voor het berichtencentrum vindt u in de gebruikershandleiding van het klantenportaal.
These instructions apply to users who are receiving their statements via sFTP. If you elected to receive your statements via sFTP, you would first need to generate an RSA Key pair.
There are many Linux distributions and there are multiple methods to access the IBKR sFTP server. sFTP clients such as Filezilla can be used. In this article we explain how to realize the connection to the IBKR FTP server using Ubuntu Linux and Filezilla.
1. On your Linux machine, click on the Applications icon in the bottom left corner of you screen.
Once IBKR has configured the parameters for your connection on our servers, you will be notified. After that, you will be able to access your sFTP repository by using the Site connection you have created in FileZilla. In case you have not yet set up a Site connection, please follow the steps from 6. to 14. which are a prerequisite to the below steps:
Common issues and solutions
What times-in-force can I use when trading cryptocurrencies with Interactive Brokers HK?
Times-in-force for BUY limit orders:
Times-in-force for SELL orders:
This tutorial assumes you received reports via email or via FTP that were encrypted with the public key you sent to IBKR. If you need guidance to set up the encrypted statement delivery, please refer to this article, which is a prerequisite to the instructions below.
There are multiple methods to access the IBKR FTP server. FTP clients such as Filezilla can be used or you could as well launch the command ftp ftp2.interactivebrokers.com from the Command Prompt or use the Windows Explorer. In this article, we explain how to realize the connection to the IBKR FTP server using Windows Explorer.
Important Note: You will not be able to connect using your browser.
Once you are connected to the IBKR FTP Server, you will have both read and write access to your folder. The retention policy for the files is 100 days - IBKR will automatically purge files after that.
To access your reports using Windows File Explorer:
1. Open the Windows File Explorer by either pressing Windows Key + E on the keyboard. Alternatively, you can type File Explorer into the Windows search box and click on Open
2. In the File Explorer window, type the FTP address, ftp://ftp2.interactivebrokers.com, into the file path at the top of the window and hit Enter.
3. A window prompting your for credentials will appear. Enter the FTP username and password IBKR provided you with into the correspondent fields and click Log On.
4. You now have direct access to your FTP folder. Documents and files contained in your FTP folder can now be decrypted using your PGP key, as described in IBKB4108.
Common issues and solutions
Ensure the correct login details are being used to connect to the FTP server. The username and password you are entering should match the ones you have received from the Reporting Integration Team.
Some support related issues require diagnostics files and logs to be uploaded along with screenshots. The information will help our team to investigate and resolve the issue that you are experiencing.
This article will help you with detailed steps on how to upload diagnostics files and logs from various Interactive Brokers’ trading platforms.
Note: IBKR does not monitor the diagnostic bundle repository throughout the day. Should you spontaneously decide to upload a diagnostic bundle, without being instructed by Interactive Brokers, please inform our Client Services via Message Center ticket or phone call otherwise your error report will go unnoticed.
Please click on one of the links below, according to the platform you are using:
7. Enter your comments in the field and tap ‘Attach Image’ to attach the screenshot/s you previously saved in your camera roll
A diagnostic trace for Client Portal can be captured following the steps on IBKB3512
1) On your Android device, open the IBKR Mobile app.
1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)
1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the top-left corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)
Figure 1 Figure 2 Figure 3
Figure 4
2) Tap on AUTHENTICATE (Figure 5) and then on Add User (Figure 6).
Figure 5 Figure 6
3) Read the instructions and then tap on SESSION ID (Figure 7).
Figure 7
4) Type the alphanumeric string present below the QR code in the Session ID field (Figure 8).
Figure 8
5) Provide your PIN then tap ACTIVATE (Figure 9).
Figure 9
6) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).
Figure 10
Figure 11
This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.
Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.
1) On your iOS device, open the IBKR Mobile app.
1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)
1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the bottom-right corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)
Figure 1 Figure 2 Figure 3
Figure 4
2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).
Figure 5 Figure 6
3) Tap Setup IB Key using QR code (Figure 7).
Figure 7
4) Type the alphanumeric string present below the QR code in the Activation Code field (Figure 8).
Figure 8
8) Tap Activate IB Key (Figure 9).
Figure 9
9) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).
Figure 10
Figure 11
This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.
Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.
1) On your Android device, open the IBKR Mobile app.
1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)
1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the top-left corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)
Figure 1 Figure 2 Figure 3
Figure 4
2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).
Figure 5 Figure 6
3) Read the instructions and then tap on SESSION ID (Figure 7).
Figure 7
4) Tap QR CODE (Figure 8).
Figure 8
5) Tap Allow if asked for permission to use the phone camera (Figure 9).
Figure 9
6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.
Figure 10
7) Provide your PIN then tap on ACTIVATE (Figure 11).
Figure 11
8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 12).
Figure 12
Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).
Figure 13
Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).
Figure 14
Figure 15
This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.
Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.
1) On your iOS device, open the IBKR Mobile app.
1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)
1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the bottom-right corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)
Figure 1 Figure 2 Figure 3
Figure 4
2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).
Figure 5 Figure 6
3) Tap Setup IB Key using QR code (Figure 7).
Figure 7
4) Tap Launch Camera (Figure 8).
Figure 8
5) Tap OK if you are asked for permission to use camera (Figure 9).
Figure 9
6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.
Figure 10
7) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode). Please provide it (Figure 11).
Figure 11
8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to confirm (Figure 12).
Figure 12
Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).
Figure 13
Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).
Figure 14
Figure 15
This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.
Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.
You may have seen a QR code when you logged into Client Portal. In this article we will cover the steps for activating IBKR Mobile Authentication (IB Key) using that code.
1) Log into Client Portal. You will see a banner recommending that you activate IBKR Mobile Authentication (IB Key) by scanning the accompanying QR Code:
Figure 1
2) On your smartphone, launch the "Camera" app.
Figure 2
3) Point the lens of your smartphone camera towards the QR code. You don't need to "take a picture." When the code is in focus it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.
Figure 3
4) If your device was able to read the QR code successfully, you will see a banner on the top of your smartphone screen.
Figure 4.1 Figure 4.2
5) Tap on the banner on the top of your smartphone screen, asking you to open the IBKR Web site. You will be redirected to the AppStore.
Figure 5
6) Tap the download icon GET to install IBKR Mobile on your phone.
Figure 6
7) Once the installation is complete, do not launch the IBKR Mobile app. Open your camera and again focus on the QR code displayed in Client Portal.
Figure 7
8) Tap on the banner on the top of your screen, asking you to open the IBKR Mobile app.
Figure 8
9) Tap Allow if asked whether to allow or disallow notifications for IBKR Mobile.
Figure 9
10) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode).
Figure 10
11) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to complete the procedure
Figure 11
Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone.
Figure 12
Usually there is a specific button in the camera view to switch from front to rear lenses.
Figure 13
Figure 14
This error message may indicate you are attempting to activate an IBKR Mobile Authentication (IB key) instance that is already activated. Please try to log in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then your IBKR Mobile Authentication (IB Key) instance is already activated and you no longer need to follow the steps on this article.
Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.