Knowledge Base

How to send documents to IBKR using your smartphone

Overview:

Interactive Brokers allows you to send us a copy of a document even if you do not currently have access to a scanner. You can take a picture of the requested document with your smartphone.

Below you will find the instructions on how to take a picture and send it per email to Interactive Brokers with the following smartphone operating systems:

iOS (iPhone)
Android (i.e. Samsung Galaxy, HTC One X, Sony Xperia, Motorola Droid)

If you already know how to take and send pictures per email using your smartphone, please click HERE - Where to send the email to and what to include in the subject.

iOS
1. Swipe up from the bottom of your smartphone screen and tap the camera icon.

If you do not have the Camera icon, you can tap the Camera app icon from the home screen of your iPhone.

Normally your phone should now activate the rear camera. If it activates the front one, tap the camera switch button.

2. Place your iPhone above the document and frame the desired portion or page of the document.

3. Make sure to have uniform, sufficient lighting and not to cast any shadow on the document due to your position. Hold the smartphone firmly with your hand/s and avoid shaking. Tap on the shutter button to take the photo.

4. Tap the thumbnail image in the lower left-hand corner to access the picture you have just taken.

5. Make sure that the picture is clear and the document is well legible. You can enlarge the picture and see it in detail by swiping apart two fingers on the picture itself.

If the picture does not present a good quality or lighting, please repeat the previous steps in order to take a sharper one.

6. Tap the share icon in the lower left-hand corner of the screen.

7. Tap the Mail icon.

Note: to send emails your phone has to be configured for that. Please contact your email provider if you are not familiar with this procedure.

8. Please see HERE how to populate the To: and Subject: fields of your email. Once the email is ready, tap the up arrow icon on the top right to send it.

Android
1. Open your applications list and start the Camera app. Alternatively start it from your Home screen. Depending on your phone model, maker or setup, the app might be called differently.

Normally your phone should now activate the rear camera. If it activates the front one, tap the camera switch button.

2. Place your Android above the document and frame the desired portion or page of the document.

4. Make sure that the picture is clear and the document is well legible. You can enlarge the picture and see it in detail by swiping apart two fingers on the picture itself.

If the picture does not present a good quality or lighting, please repeat the previous steps in order to take a sharper one.

5. Tap the empty circle icon in the lower right-hand corner of the screen.

6. Tap the share icon in the lower left-hand corner of the screen.

7. In the sharing menu that will be displayed now tap the icon of the email client set up on your phone. In the example picture below, it is called Gmail but the name may vary according to your specific setup.

Note: to send emails your phone has to be configured for that. Please contact your email provider if you are not familiar with this procedure.

8. Please see HERE how to populate the To and Subject fields of your email. Once the email is ready, tap the airplane icon on the top right to send it.

WHERE TO SEND THE EMAIL AND WHAT TO INCLUDE IN THE SUBJECT
The email has to be created observing the below instructions:
1. In the field To: type:

newaccounts@interactivebrokers.com if you are a resident of a non-European country
newaccounts.uk@interactivebrokers.co.uk if you are a European resident

2. The Subject: field must contain all of the below:

Your account number (it usually has the format Uxxxxxxx, where x are numbers) or your username
The purpose of sending the document. Please use the below convention:
- PoRes for a proof of residential address
- PID for a proof of identity

如何獲得在線安全代碼卡

Overview:

在線安全代碼卡可供您在21天內臨時訪問賬戶和交易平臺。這是一種臨時解決方案，通常用於以下情形：

A. 設備暫時不在身邊。

B. 丟失了永久安全設備，要申請替換設備並需要在收到設備之前繼續訪問賬戶。

Background:

对于上述情况，我们均假设您已经通知了IBKR客户服务并获得了临时密码，如KB70中所述。现在，您可以通过以下方法延长账户临时访问：

激活程序

1. 打开浏览器，前往ibkr.com

2. 点击登录

3. 输入用户名和密码，点击登录。输入从IBKR客户服务处获得的临时密码完成验证，再次点击登录

4. 从菜单栏点击设置>使用者设置。然后在安全框内点击安全登录系统¹旁的齿轮（配置）图标

5. 系统将会列出您使用者当前启用的所有安全设备。在列表下方，点击请求在线（临时）安全代码卡

6. 界面将显示您的在线安全卡。点击打印²

7. 确保卡片已完整打印并且内容清晰可辨。然后点击继续

8. 激活界面将会显示两个索引号码。请在在线安全卡上找到第一个索引号码，将其对应的三位代码输入卡值框内。然后用第二个索引号码进行相同操作，代码之间不要留空格。然后点击继续

9. 您将会看到一条确认信息，其中会注明此在线安全卡的到期日期。点击确认完成此程序

注意

1. 如果使用的是旧版账户管理，请点击管理账户 > 安全 > 安全登录系统 > 安全设备

2. 如果设备没有连接打印机，您可以直接右键点击安全卡图片将其保存。如果是这种情况，在进入激活界面前，您会收到一条警告信息。

在点击继续确认前，请确保安全卡图片已成功保存到您的设备并且内容清晰可辨。

参考：

KB1131：安全登录系统概述
KB1943：请求替换数码安全卡+
KB2636：安全设备相关信息与程序
KB2481：如何在多个使用者之间共享安全登录设备
KB2545：退出安全登录系统后如何重新加入
KB975：如何将安全设备退回给IBKR
KB2260：如何通过移动IBKR激活IB Key验证
KB2895：多重双因素验证（M2FS）
KB1861：安全设备费用信息
KB69：临时密码有效期

How to request a Digital Security Card+ (DSC+) replacement

Overview:

The below steps are required in order to:

Replace a Digital Security Card+ which has been lost, stolen or has become inoperable
Request a Digital Security Card+ alongside your current security device (if you are a new or existing Client with equity above $1,000,000, or equivalent)

Background:

1. Notify IBKR Client Services- Contact IBKR Client Services to obtain a temporary account access. This service can only be provided via telephone and requires the identity of the account holder to be verified, as detailed in the IBKR Knowledge Base.

2. Obtain an Online Security Code Card - Activate an Online Security Code Card, which offers enhanced protection and full Client Portal functionality for an extended period of 21 days. Please consult the IBKR Knowledge Base should you need guidance for this specific step.

3. Request the DSC+ replacement - Once you have completed the Online Security Code Card activation, please remain in the Secure Login System section of the Client Portal and order your replacement DSC.

Request a DSC+

1. Click on the button Request Physical Device.

2. The shipping address will be shown in the device information screen. If your address is outdated or invalid, you can amend it by clicking on Change Address and following the on-screen instructions. If you do not need to update your address, please proceed to step 3.

3. Enter a four-digit Soft PIN¹ for your DSC+. Please make sure to remember the PIN you are typing since it will be necessary to activate and to operate your device. When applicable and desired, you may change the account on which the 20 USD deposit will be kept on hold². Complete this step by clicking on Continue.

4. The system will show you a summary of your selection. Please make sure the information displayed is correct. Should you need to perform changes, click on the white Back button under the information field (not your browser back button), otherwise submit the request by clicking on Continue.

5. You will receive a final confirmation containing the estimated shipment date³. Click on Ok to finalize the procedure.

Notes

1. For PIN guidelines, please consult the IBKR Knowledge Base.

2. The Security token and the shipment are both free of charge. Nevertheless, when you order your device, we will freeze a small amount of your funds (20 USD). If your device is lost, intentionally damaged, stolen or if you close your account without returning it to IBKR, we will use that amount as a compensation for the loss of the hardware. In any other case, the hold will be released once your device has been returned to IBKR. More details on the IBKR Knowledge Base.

3. For security reasons, the replacement device is set to auto-activate within three weeks from the shipment date. IBKR will notify you when the auto-activation is approaching and when it is imminent.

IBKR Knowledge Base References

See KB1131 for an overview of the Secure Login System
See KB2636 for information and procedures related to Security Devices
See KB2481 for instructions about sharing the Security Login Device between two or more users
See KB2545 for instructions on how to opt back in to the Secure Login System
See KB975 for instructions on how to return your security device to IBKR
See KB2260 for instructions on activating the IB Key authentication via IBKR Mobile
See KB2895 for information about Multiple 2Factor System (M2FS)
See KB1861 for information about charges or expenses associated with the security devices
See KB69 for information about Temporary passcode validity

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JASDEC Registration Information

Share trading in the Japanese market is cleared by JASDEC (Japan Securities Depository Center, Inc.). Most dividends and many corporate actions on shares are distributed directly by JASDEC to investor bank accounts and JASDEC registers shareholder information for this purpose. In order to trade shares via Interactive Brokers, we require the authorized JASDEC investor identification code. Please use the instructions below to provide name, address, and bank information in the required character format. This information will be transmitted securely to JASDEC which will validate the information and provide IB with the necessary authorization codes. As soon as we receive the JASDEC authorization (which may take up to a week), we will activate trading permissions on TSE shares and will notify you accordingly.

Instructions to provide information for getting JASDEC investor identification code are as follows:

Log into Client Portal from the IBSJ website.
If you do not already have an approved banking instruction, please add one. This information is needed to deposit dividends and other cash distributions directly to your chosen bank/account:
1. Select Transfer & Pay followed by Transfer Funds and Make a Withdrawal.
2. Select Japanese Yen (JPY) as the currency.
3. Select Zengin Wire as the method.
4. Keep the Amount blank and enter all required information on the page.
5. For the Bank and Branch Code, please enter your 4 digit bank code and 3 digit branch code without a space (Eg. 0001001).
6. Click on the Continue button to complete the confirmation step.
Click the Help menu (question mark icon in the top right corner) followed by Support Center and then select the JASDEC icon.
Enter your name and address information in the particular character format as specified on the screens.

This information will be transmitted securely to JASDEC. Thereafter the information will be validated and an authorization code will be issued. As soon as we receive the JASDEC authorization (which may take up to a week), we will activate trading permission for Japanese shares and will notify you accordingly.