TWS安裝和更新過程中可能出現的警報

Overview: 

IBKR的交易者工作站(TWS)是一個全球交易系統,可供客戶使用一整套在綫交易工具。TWS可以安裝于Windows、Mac OS X和Linux系統,需要Java運行時環境(JRE)。因此,在安裝TWS時,同時還會下載必要的Java文件以使用Java虛擬機(JVM)運行。

有時在TWS的安裝或更新過程中,諸如殺毒軟件之類的應用程序會彈出警報幷阻止安裝或更新程序完成。這種情况下出現的警告和其它消息可以忽略,您可以繼續完成交易平臺的安裝。 

 

目錄

 

下載TWS安裝程序和更新包

ibkr.com或IBKR地區網站上下載頁面的TWS安裝程序均采用行業標準要求的所有安全程序進行數字簽名和封存,沒有任何惡意代碼或程序。TWS更新包也是采用同樣的行業標準,啓動TWS時,會自動下載安裝更新包(當且僅當有更新的時候)。但是,如果您收到警報,我們還是建議您謹慎對待。如果您想將TWS安裝文件保留在電腦上以備將來使用,您應確保對其應用同樣的預防措施,保護數據免受病毒和惡意軟件攻擊。

 

爲什麽在安裝TWS或TWS自動更新時會收到警告?

您可能會看到一條警報(類似于圖1但不限于圖1的情况),然後您的安全系統會等您來告訴它如何處理可疑文件。通常您可以選擇隔離文件、删除文件、忽略文件或爲該文件創建一個例外。

請注意,您的殺毒軟件可能會自動隔離或删除TWS安裝文件或其部分組件,而不會先請求您的確認也不會顯示任何警告。但是,這只有在您對殺毒軟件進行了特定設置讓其作出這種反應的情况下才會發生。

圖1

 

收到警告時應該怎麽做?

如果在TWS安裝或更新過程中收到警告,我們建議您按以下步驟操作:

1. 删除TWS安裝程序幷重新從IBKR主網站或地區網站上下載

a) 删除您電腦上已有的TWS安裝文件,然後再從回收站將其删除(清空回收站)

b) 在下表中點擊與您所在地區對應的TWS下載區域

所在地 TWS下載區域
美國
https://www.ibkr.com
亞洲/大洋洲
https://www.interactivebrokers.com.hk
印度
https://www.interactivebrokers.co.in
歐洲
https://www.interactivebrokers.co.uk
https://www.interactivebrokers.eu

c) 檢查網站證書。如果網站證書失效、受損或過期,大多數瀏覽器會立即向您發出警報。但是,如果您想手動檢查網站證書的有效性,請點擊地址(URL)旁邊的安全鎖,確保連接顯示爲安全幷且沒有出現任何安全警告(見下方圖2)。

圖2

d) 點擊您想要使用的TWS版本對應的按鈕,再次下載TWS安裝程序

 

2. 檢查您所下載的TWS安裝文件的數字簽名

通常如果文件的數字簽名有問題,您會立即收到安全警告。但是,如果您想手動檢查,請根據您的操作系統按以下步驟操作:

Windows

a) 從Windows文件資源管理器打開下載(Downloads)文件夾或您保存TWS安裝程序的文件夾

b) 右鍵點擊TWS安裝文件,選擇屬性(Properties)然後點擊“數字簽名(Digital Signatures)

c) 點擊“詳細信息(Details)”然後點擊“查看證書(View Certificate)”檢查證書狀態和簽署者。合法的簽署者爲“IB Exchange Corp.”(見下方圖3

圖3

Mac OS X

a) 點擊屏幕右上角的放大鏡(Spotlight搜索)然後輸入Terminal。從搜索結果中啓動Terminal應用程序

b) 輸入cd Downloads然後按Enter鍵

c) 輸入codesign -dv --verbose=4 tws-latest-macosx-x64.dmg然後按Enter鍵。請注意,文件名稱(tws-latest-macosx-x64.dmg)可能會因您下載的TWS版本不同而有所不同。如需要,您可在命令行更換文件名稱

d) 檢查命令輸出,確保“Developer ID Application”是“IB Exchange Corp.”(見下方圖4

圖4

 

 

3. 運行您下載的TWS安裝文件

下載好TWS安裝程序幷確定文件爲原版文件後(上方第1點和第2點),您便可以繼續安裝了。 這時如果還收到殺毒軟件的警告,您可合理相信其爲誤報幷予以忽略。 如果在這一步需要指導,請直接進入下一節。

 

如何辨別警報是誤報?

現在的安全系統都會允許添加例外,正是爲了解决誤報的問題。 例外規則會强制殺毒軟件引擎不對特定文件或程序進行掃描,因而使該特定文件或程序被認爲是安全可靠,從而不對其發出警報。

取决于您所使用的安全軟件,添加例外情况的程序可能會有所差异。您可以直接從警報彈窗添加臨時性或永久性例外,也可以從主配置面板的特定區域手動創建例外。

如果不確定怎麽操作,建議您參閱您的殺毒軟件文檔。

爲TWS安裝文件或TWS更新程序添加了例外之後,其將不再被阻止,從而能成功完成相應任務。

 

如果我不確定或如果我的系統表現异常我還可以做什麽?

如果您有理由相信自己的電腦中毒了,我們建議您進行全面的系統掃描。通常,您可以右鍵點擊底部任務欄(Windows)或頂部菜單欄(MacOS)中的殺毒軟件圖標,届時您會看到一個可以啓動全面系統掃描的選項。或者,您也可以從殺毒軟件主窗口啓動該任務。如果不確定怎麽操作,建議您參閱您的殺毒軟件文檔。

 

 

技術背景信息

 

安全系統如何掃描我從網上下載的文件?

現在的殺毒軟件和反惡意軟件引擎會根據以下方面識別威脅:

基于簽名的掃描:殺毒軟件掃描器會搜索之前被歸類爲惡意或可疑程序的特定字節模式。殺毒軟件可能還會比對已知威脅數據庫(病毒定義)檢查文件簽名(哈希)。

行爲分析:殺毒軟件引擎會探測那些單獨拎出來可能不構成威脅、但放在一起與惡意軟件活動幷無二致的行爲(如代碼可以複製或隱身、從網上下載其它文件、通過互聯網聯繫外部主機、修改操作系統注册表)。此類掃描旨在發現先前未知的計算機威脅。

啓發式探測:掃描器會反向編譯代碼或在虛擬的限制環境中運行代碼。然後其會對照預定義的規則集合對代碼的行動進行評估和分類。

基于雲端的保護和機器學習:這些都是相對較新的技術。需要分析的文件會發送到殺毒軟件/安全系統供應商的雲端,在那裏會有算法對代碼的可靠性和行爲進行深度分析。

這些掃描方法絕對可靠嗎?

現在的威脅非常複雜狡猾,就像生物病毒一樣,可以改變其代碼和簽名。此外,每天都有新的惡意軟件和漏洞利用程序被開發出來幷在網上快速傳播。因此,上方提到的威脅識別方法幷不絕對可靠,但是結合起來使用,它們可以幫助識別絕大多數惡意程序。

儘管基于簽名的技術在識別已知威脅方面做得非常成功且不太容易發生誤報,但在識別未知的惡意程序和已有惡意程序的變種方面就不那麽有效了。在這一領域,行爲和啓發式方法的表現要好得多,儘管由于它們是基于一定程度的解譯而非完全的裸代碼匹配,因而存在一定不確定性,從而容易發生誤報。

“誤報”是指安全系統把無惡意的文件或程序歸爲惡意文件或程序的情况。

 

 

參考:

如何解決“自動更新超時導致登錄失敗”的問題

Overview: 

使用某些版本的交易者工作站(TWS)時,您可能會收到報錯消息“自動更新超時導致登錄失敗”。如果發生這種情况,平臺將無法啓動,也不會顯示登錄窗口。

本文中,我們將列出可能導致此錯誤的原因以及對應的解决方法。

 

Background: 

我們提供兩種TWS安裝類型:TWS離綫版TWS

  • 每次有新版本發布,TWS都會自動更新。

  • 離綫版TWS不會自動更新。如要更新離綫版TWS,您需要從我們網站下載幷運行最新發布的離綫版TWS安裝程序。

 

 
是什麽原因導致報錯呢?

A. 您電腦上已經運行了TWS程序

B. 有程序阻止了平臺自動更新

C. 您的防火墻阻止了平臺自動更新

D. 您太長時間沒有啓動過TWS

 

A. 您電腦上已經運行了TWS程序

如果您的電腦上已經有其它TWS會話在運行(可見進程或後臺進程),則會使更新程序被占用,無法對應用程序的核心文件進行更新。這種情况下,請按以下步驟操作:

如果您能在桌面或任務欄中找到TWS窗口,把它調到前臺,使用TWS頂部菜單文件 -> 退出將其關閉。然後再啓動TWS,等待其完成自動更新。届時您將會看到TWS登錄窗口,在此輸入用戶名和密碼登錄。

如果找不到TWS窗口,TWS程序可能仍在運行。這通常是因爲TWS沒有正確關閉或沒有響應。這種情况下,您可以使用任務管理器來終止程序。請根據您的操作系統按以下步驟操作:

Windows

1. 在鍵盤上同時按住CTRL、ALT和DEL,選擇任務管理器

2. 在“進程”下,如果看到有名稱爲TWS.exeupdate.exe的進程在運行,請勾選。勾選後,點擊任務管理器窗口右下角的“結束任務”或“强制結束”按鈕

3. 如果出于某種原因您無法通過任務管理器終止進程,請重啓電腦

Mac

          1. 在鍵盤上同時按住CMD、OPT和ESC

          2. 選擇“Trader Workstation”進程幷點擊“强制結束

          3. 如果出于某種原因您無法終止進程,請重啓電腦

 

B. 有程序阻止了平臺自動更新

您電腦上的某個程序(如殺毒軟件)可能會錯誤地將TWS更新程序的行爲理解成可疑或具有威脅性,從而阻止其運行或連接TWS存儲庫服務器。如果出現這種情况,請參見IBKB 3424瞭解解决方法。

 

C. 您的防火墻阻止了平臺自動更新

您的防火墻設置可能會阻止TWS更新程序和TWS存儲庫服務器之間的網絡通信。 

如果出現這種情况,您可以修改防火墻設置,允許向以下端口爲TCP 443的主機開放對外網絡連接:

download2.interactivebrokers.com

download.interactivebrokers.com

有關TWS所使用的主機和端口的信息,請參見IBKB 2816的“桌面版TWS”部分。


D. 您太長時間沒有啓動過TWS

這種情况下,自動更新程序可能無法彌合您當前運行的TWS和最新版TWS之間的版本差距。如果出現這種情况,請下載幷運行與您當前所使用的程序類型相同的TWS安裝程序:

安裝完成後,雙擊桌面上的“Trader Workstation”快捷方式即可啓動平臺。

 

 

請升級TWS

Overview: 


2021年12月9日,Apache Log4j發現了一個高危安全漏洞——Log4Shell。Log4j是一個日志記錄組件,被廣泛用于消費者和企業服務、網站、應用程序和設備,用來記錄安全和性能信息。 攻擊者可以利用該漏洞遠程控制目標系統、執行任意代碼。由于Log4j被廣泛應用幷且該漏洞的攻擊難度非常低,此次事件不僅危害極大,影響範圍也極廣。

 

IBKR采取什麽措施來保護客戶?

我們正在緊急行動以期從多個層面减緩威脅:

  • 我們已采用不受該漏洞影響的Log4j版本對所有可從外部訪問(因特網)的服務器進行了修復。
  • 我們已采用不受該漏洞影響的Log4j版本對TWS軟件和TWS安裝包進行了升級。
  • 我們已采用最新的保護措施對我們的安全框架(包括網絡防火墻、應用程序防火墻和入侵檢測工具等)進行了更新,可檢測幷攔截利用Log4j漏洞發起的網絡攻擊。
  • 我們會繼續努力,找出所有受影響的內部系統(不可通過Internet訪問的系統)幷進行修復。
  • 我們會持續監控不斷演變的威脅幷采取必要的應對措施。

 

需要采取的行動

我們始終致力于創造安全的環境,爲您的資産和交易活動提供安全保障。爲此,我們請所有客戶務必使用最新版本的TWS(該版本會自動更新)。如果您使用的是不會自動更新的穩定版或離綫版,請務必采取必要步驟確保TWS更新了最新的安全修復。

Please Upgrade TraderWorkstation (TWS)

Overview: 


On December 9, 2021, a critical security vulnerability in Apache's Log4j software library was disclosed, (now commonly referred to as “Log4Shell”). Log4j is very broadly used in a wide variety of consumer and enterprise services, websites, applications, and devices to log security and performance information. The vulnerability allows an unauthenticated remote actor to take control of an affected system and execute arbitrary code on it. The ubiquitous nature of Log4j and the ease of exploitation of the vulnerability makes this threat not only critical but also nearly universal.

 

WHAT IS IBKR DOING TO PROTECT ITS CLIENTS?

We are actively working, with high priority, to mitigate the threat on several levels:

  • We have patched all our servers accessible externally (from the Internet) with a version of Log4j that is not susceptible to this vulnerability.
  • We have upgraded our Trader Workstation (TWS) software and our TWS installers with a version of Log4j that is not susceptible to this vulnerability.
  • We have updated our security infrastructure (including network firewalls, application firewalls, intrusion detection tools, etc.) with the latest protection measures that help detect and block cyber-attacks that attempt to exploit the Log4j vulnerability.
  • We continue our ongoing efforts to fully identify and patch any impacted internal systems (those that are not accessible from the Internet).
  • We continue monitoring the evolving industry threats and adopt additional mitigation measures as needed.

 

ACTION REQUIRED

We are committed to providing a secure environment for your assets and trading activities. To that end, we request that our clients give priority to the use of the LATEST TWS version, which will auto-update. Should you have the STABLE or any OFFLINE version, which does not auto-update, please ensure that you take the necessary steps to keep your TWS in line with the latest security fixes.

How to solve "Login failed due to timing of auto-updates."

Overview: 

When you use certain versions of the Trader Workstation (TWS), you may receive the error message "Login failed due to timing of auto-updates." When this occurs, the platform will not start up and will not display the login window.

In this article we will outline the possible causes of this error along with the resolution steps.

 

Background: 

We provide two TWS installation types:  the TWS and the Offline TWS

  • The TWS automatically updates itself each time a new platform release is available.

  • The Offline TWS does not update itself automatically. Should you want to update the offline TWS, you would have to download and run the newly released Offline TWS installer from our website.

 

 
What can cause this error?

A. Another TWS session is running on your computer

B. A program is blocking the platform auto-update process

C. Your firewall is blocking the platform auto-update process

D. You have not launched the TWS for an extended period of time

 

A. Another TWS session is running on your computer

If another TWS session is running on your computer (either visibly or in the background), the updater process will not be able to update the application core files since they are in use. In this case, please follow the steps below:

If you are able to locate the TWS window on your Desktop or on the tray bar, bring it to the foreground and use the TWS top menu File -> Exit to close it. Then launch the TWS again and wait for the automatic update to complete. You should then see the TWS login window where you can enter your credentials.

If you are unable to locate the TWS window, please consider that the TWS process may still be running. This usually happens when the TWS was not properly closed or unresponsive. In this case you can use the task manager to terminate the process. According to your operating system, please follow the steps below:

Windows

1. Press CTRL+ALT+DEL on your keyboard and select Task Manager

2. Under the tab "Processes", please check if there is a process named TWS.exe or update.exe running. If you find any, click on it to highlight it and click on the button "End task"  or "Force Quit" on the bottom right corner of the Task Manager window

3. If for some reason, you are unable to terminate the process through the Task Manager, restart your computer

Mac

          1. Press CMD+OPT+ESC on your keyboard

          2. Select the "Trader Workstation" process and click on "Force Quit"

          3. If for some reason, you are unable to terminate the process, restart your computer

 

B. A program is blocking the platform auto-update process

A program on your computer, such as an antivirus, may erroneously interpret the behavior of the TWS updater process as suspicious or threatening and prevent it from running or from connecting to the TWS repository server. If this occurs please refer to IBKB 3424 for further recommendations and steps.

 

C. Your firewall is blocking the platform auto-update process

Your firewall may be set to block the network communication between the TWS updater process and the TWS repository server. 

If this occurs, you may modify your firewall configuration for allowing outgoing network connections towards the following hosts on port TCP 443:

download2.interactivebrokers.com

download.interactivebrokers.com

For more details on the Hosts and Ports used by the TWS please refer to the section "DESKTOP TWS " of IBKB 2816.


D. You have not launched the TWS for an extended period of time

In this case, the auto-update process may be unable to bridge the gap between the TWS generation that you are running and the current one. If this occurs, please download and run the current TWS installer for the same TWS channel you are using:

Once you have performed the installation, double-click on the shortcut "Trader Workstation" already on your Desktop to launch the platform.

 

 

Possible Alerts during the TWS installation or update

Overview: 

IBKR's Trader Workstation (TWS) is a global trading system enabling clients to use a suite of online trading tools. The TWS can be installed on Windows, Mac OS X and Linux, and it requires the presence of a Java Runtime Environment (JRE). Therefore, when you install the TWS, it also downloads the necessary Java files in order to run using a Java Virtual Machine (JVM).

Sometimes, during the installation or update process of the TWS, software such as Antivirus applications will show an alert and prevent the process to complete. The warning and other messages in this case can safely be ignored, and you can complete the installation of the trading platform. 

 

Table of content

 

Downloading the TWS installer and update patches

The TWS installers available in the download areas of ibkr.com or IBKR regional web sites are sealed and digitally signed using all the safety procedures required by the industry standards and do not contain any malicious code or process. The same industry standard practices have been used for the TWS update patches, which are automatically downloaded and installed when launching the TWS (if and only if there is an update available). Nevertheless, if you have received an alert, we recommend you to be cautious. Should you intend to keep the TWS installation file on your machine for future use, you should make sure that the same precautions for the protection of data from viruses and malware are applied to it.

 

Why do I receive a warning when I install the TWS or when the TWS automatic update runs?

You might see an alert (similar to Figure 1 but not limited to) and your security system would wait for your input on how to process the suspicious file. You usually have the option to quarantine the file, delete it, ignore it once or create a permanent exception for it.

Please note that your antivirus might autonomously quarantine or delete the TWS installer file or some of his components without asking for your confirmation and without showing you any warning. Nevertheless, this should only happen if you have preset your antivirus to specifically react in this way.

Figure 1.

 

What should I do when I receive a warning?

In case you receive a warning during the TWS installation or update, we recommend the following steps:

1. Delete the TWS installer and download it again from the IBKR main or regional web site

a) Delete the TWS installer file already present on your computer and then delete it as well from your Trash (empty your Trash)

b) From the table below, click on the TWS download area correspondent to your location

Location TWS download area
US
https://www.ibkr.com
Asia / Oceania
https://www.interactivebrokers.com.hk
India
https://www.interactivebrokers.co.in
Europe
https://www.interactivebrokers.co.uk
https://www.interactivebrokers.eu

c) Check the website certificate. Most Internet browsers will immediately alert you in case the site certificate is invalid, compromised or expired. Nevertheless, if you want to check manually the validity of the site certificate, click on the padlock close to the address (URL) and make sure the Connection is reported as secure and no security warning are present (see Figure 2 below).

Figure 2.

d) Click on the button labeled with the TWS version you wish to use and download again the TWS installer

 

2. Check the digital signature of the TWS installer file you have downloaded

Normally you will immediately receive a security warning in case the digital signature of a file is compromised. Nevertheless, if you wish to perform a manual check, proceed as follows, according to your Operating System:

For Windows

a) From the Windows file explorer, access your Downloads folder or the folder where you placed the TWS installer

b) Right click on the TWS installer file, select Properties and then click on the tab "Digital Signatures"

c) Click on "Details" and on "View Certificate" to check the certificate status and signer. The legitimate signer is "IB Exchange Corp." (See Figure 3 below)

Figure 3.

For Mac OS X

a) Click on the magnifier glass (Spotlight Search) on the top right of your screen and type Terminal. From the search results, launch the Terminal app

b) Type cd Downloads and press Enter

c) Type codesign -dv --verbose=4 tws-latest-macosx-x64.dmg and press Enter. Please notice that the name of the file (tws-latest-macosx-x64.dmg) may differ according to the TWS version you decided to download. If needed, replace the file name in the command with the appropriate one

d) Check the command output and make sure the "Developer ID Application" is "IB Exchange Corp." (see Figure 4 below)

Figure 4.

 

 

3. Run the TWS installer file you have downloaded

Once you have downloaded again the TWS installer and after you made sure the file is original (points 1. and 2. above), you can proceed with the installation. Should you still receive a warning from your antivirus, you can reasonably consider it as a false positive and ignore it.  Should you need guidance on this step, please proceed directly to the next section.

 

How can I signal an Alert as false positive?

All modern security systems allow the creation of exceptions, precisely in order to address false positive cases.  An exception is a rule forcing the antivirus engine not to scan a specific file or process. That specific file or process will hence be deemed safe and no further alerts will be raised for it.

The procedure for creating an exception may vary, according to the security software you are using. You may be able to create a temporary or permanent exception directly from the alert pop-up or you may have to create one manually from a specific section in the main configuration panel.

If you are unsure of the procedure, we recommend you to consult your antivirus documentation.

Once you have set an exception for the TWS installer file or for the TWS updater process, those will be no longer blocked and will be able to complete their respective tasks successfully.

 

What else can I do if I have doubts or if my system behaves abnormally?

If you have reasons to believe your machine may be compromised or infected, we recommend performing a full system scan. Usually you can right click on the antivirus icon present on the bottom taskbar (for Windows) or on the upper menu bar (for MacOS) and you will find the option to launch a full system scan. Alternatively, you may start that task from the main antivirus window. If you are unsure of the procedure, we recommend you to consult your antivirus documentation.

 

 

Technical Background

 

How does my security system scan the files I download from the Internet?

Modern antivirus and anti-malware engines base their threats recognition on:

Signature-based scanning: the antivirus scanner searches for a specific pattern of bytes that was previously catalogued as malicious or at least suspicious. The antivirus may check as well file signatures (called hash) against a database of known threats (called virus definitions).

Analysis of behavior: the antivirus engine detects specific actions which individually may not represent a threat but, when correlated together, resemble the usual activity of a malicious software (e.g. the ability of a code to replicate or hide itself, download additional files from the Internet, contact external hosts over the Internet, modify the Operating System registry) This type of scan is designed to detect previously unknown computer threats.

Heuristic detection: the scanner de-compiles the code or runs it within a virtual, restricted environment. It then classifies and weights the actions performed by the code against a predefined, behavior based, rule set.

Cloud-based protection and machine learning: those are relatively new techniques. The file that needs to be analyzed is sent to the antivirus / security system vendor cloud where sophisticated algorithms perform a deep analysis of the code authenticity and behavior.

Are those scan methods infallible?

Modern threats are very sophisticated and, like biological viruses, can mutate their code and their signatures. Moreover, new malwares and exploits are created every day and spread rapidly over the Internet. The threat recognition methods mentioned above are therefore not infallible but can guarantee a high percentage of malware recognition when combined together.

While signature based techniques are very successful in recognizing known threats and less prone to false positives, they are not so efficient in recognizing unknown malware or mutations of existing ones. In this area, the behavioral and heuristic methods perform much better although they are more prone to false positives since their detection is not based on bare code matching but on a certain degree of interpretation and hence uncertainty.

The term "false positive" is used when a security system classifies an innocuous file or process as malware.

 

 

Reference:

How to download and install the IBKR Mobile app from alternative app stores

Background: 

As a consequence of the US Government Huawei ban, the owners of Huawei smartphones will be no longer able to access the Google Play Store and download app from there. If you are affected by this constraint, you will still be able to download and install the IBKR Mobile app from an alternative app store.

Please proceed as follows:

A) Allow your phone to install software from alternative app stores in this way:

1) Go to your phone Settings

2) Under the section System you will find the item Security (it can be called Lock Screen and Security). Click on it  

3) Tick the checkbox (or enable the switch) correspondent to Unknown sources
 
4) Should the system show you a warning message, aknowledge it by clicking OK
 

B) You can now download the IBKR Mobile by clicking on one of the links below, according to the alternative store you want to use:

 

360.cn

1) Click on the image below to open the IBKR Mobile download page:
 
2) Click on the green button on the right

 

 

 

Baidu

1) Click on the image below to open the IBKR Mobile download page:
 
2) Click on the green button on the right

How to fix the "Cannot create ... file" error during TWS installation on MacOS

Background: 

The filesystem permissions are controlled by your machines operating system. One of their functions is to secure your files, preventing unauthorized access or undesired modifications to the system and to your personal data.   

Some software on your computer may modify or override the permissions assigned by the operating system. Under certain circumstances, this prevents the TWS installer from accessing the folder where the application core files have to be created (/users/youruser/home/Applications). In such cases, the TWS installation usually displays the error "Cannot create ... file. Shall I try again?"

In this article we explain how to reset the filesystem permission of the "Applications" folder located under your user home folder in order to allow a smooth run of the TWS installation.
 

Procedure:

 
1. On your keyboard, press ⌘CMD + ⇧Shift +H to open your home folder
 Figure 1
 
2. Select the folder "Applications" within your home folder and press ⌘CMD + I to open the Info panel
 Figure 2
 
2. At the bottom right of the panel, click on the padlock
 Figure 3
 
3. To unlock the permissions panel, enter your MacOS credentials and click OK
 Figure 4
 
4. In the line correspondent to "everyone", click on "No Access" (Figure 5) and then select "Read & Write" (Figure 6)
 Figure 5                                                                            Figure 6
 
 
5. Click on the icon bellow the permissions panel and select “Apply to enclosed items..."
 Figure 7
 
6. Now run the TWS installer and click on Next> until you complete the installation
 Figure 8

7. Once the installation has completed successfully, repeat the previous steps from 1. to 5. setting back the permissions of “everyone” to “Read Only” to revert your changes to the initial status

 

 

IB TWS和IB Key整合為移動IBKR

概況

如何遷移賬戶使用者取決於您當前使用何種應用程序:

1. 您的智能手機僅用於交易(安裝了IB TWS)- 點擊此處
2. 您的智能手機僅用於驗證(安裝了IB Key) -  點擊此處
3. 您的智能手機既用於交易,也用於驗證(安裝了IB TWS和IB Key) - 點擊此處
4. 您的智能手機用於進行借記卡交易(安裝了IB Key) -  點擊此處
 

您是IB TWS用戶

您使用手機上的IB TWS交易,但您未使用IB Key。
1. 在首次打開應用程序時,您將看到以下新的主頁面。
圖1是iOS設備上的移動IBKR主頁面。圖2是安卓設備的版本。

  
圖 1                                                            圖 2

2. 點擊“交易”按鈕。
3. 應用程序的其它方面與您之前使用的一樣。
 

 

通過“交易”頁面訪問其它功能

如您希望使用移動IBKR的其它功能,比如驗證模塊或借記卡功能:

對於iOS設備(圖3)
1. 打開菜單上的“更多”(頁面右下角)。
2. 滾動到頁面底部。
對於安卓設備(圖4)
1. 打開“應用”菜單
2. 滾動到底部的App設置

   
圖3                                                                                          圖 4
 

您是IB Key使用者

激活

1. 打開移動IBKR并點擊“驗證”。
2. 應用程序會檢測設備上是否安裝了IB Key并提示您下一步如何操作 - 要么自動遷移(圖5),要么先更新、然后再自動遷移。
您也可選擇之后再手動遷移。

 
圖5                                                          圖6                                                          圖7

遷移完成后,如您嘗試運行獨立的IB Key應用 - 即您之前驗證過的IB Key - 您將看到以下界面(圖8)。


圖8

 

日常操作


A. 如您有網絡連接,則日常登錄沒有任何變化 - 系統會使用無縫驗證:
1. 在(TWS、賬戶管理、網頁交易者或移動IBKR)的相應區域內輸入您的登錄信息。點擊“登錄”。
2. 系統會向您的手機發送一條通知 - 點擊該通知。
3. 取決於您的設備,(在iOS設備上)將面部置於攝像頭前或在指紋傳感器上按壓指紋,或(在安卓設備上)輸入您的PIN碼。系統會自動登錄。


B. 如您沒有互聯網連接,您可通過驗證-響應的模式使用移動IBKR:
1. 在(TWS、賬戶管理、網頁交易者或移動IBKR)的相應區域內輸入您的登錄信息。點擊“登錄”。
2. 點擊“我沒有收到通知”。
3. 打開移動IBKR并點擊“驗證”。
4. 在您手機的“驗證碼”區域輸入登錄界面上顯示的值。點擊“生成”按鈕。
5. 在登錄界面的“響應字符串”區域輸入您智能手機應用顯示的值。點擊“登錄”。

 

您既是IB TWS的使用者,也是IB Key的使用者

1. 請先激活移動IBKR程序的“驗證”模塊(點擊此處)。
2. 點擊您新的移動IBKR應用主頁面上的“交易”按鈕登錄交易界面(點擊此處)。

 

您使用IB借記卡

1. 請先激活移動IBKR程序的“驗證”模塊(點擊此處)。
2. 在移動IBKR應用的主頁面上點擊“借記卡”按鈕。其它功能的使用和過去一樣

 

 

How to check and solve connectivity issues affecting the Trader Workstation (TWS)

Background: 

The Trader Workstation (TWS) software needs to connect to our gateways and market data servers in order to work properly. Connectivity issues affecting your local network or your Internet Service Provider network may negatively affect the TWS functionality. In this article we will indicate how to test your connectivity using an automated connectivity test web page.

 

How to test the connectivity using the automated "IB Connectivity Test" web page?

1) Launch the Firefox browser and open this link with that browser: http://www.interactivebrokers.com/cgi-bin/conn_test.pl 
Note: due to browser specific constraints, the above connectivity test link will only produce consistent results on the Mozilla Firefox browser. If you do not have Firefox, you can download and install it form here.

2) Please wait until all the tests have been completed and results have been displayed. If you see "Success" as outcome for all tests, your connectivity to IB Servers is reliable at the present moment. No additional connectivity troubleshooting or configuration should be needed.

3) If you see "Fail" as outcome for one or more test/s, please click on the link "Fail" itself in order to display the "IB Network Troubleshooting Guide". That section will help you conduct some manual tests to identify the cause of the failure.

Note for Corporative environments and Proxy server users: the automated "Connectivity Test" page may return misleading results in case your machine is accessing the Internet through a Proxy server. This usually happens if you are connected to a company network. If this is your case, we kindly ask you to contact your Network Administrator or your IT Team and ask them to perform a manual connectivity tests towards the destination servers indicated in the table on the top of the IB automated "Connectivity Test" web page itself. The manual connectivity test should be conducted using destination TCP ports 4000 and 4001. Should they prefer to have the server list in another format or should they need to set up the firewall / IP Management rules, you can forward them this page.

 

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