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How to add a user to an existing IB Key instance - iOS

Übersicht: 

This page covers the steps required to add a user to the Authentication section in the IBKR Mobile app for iOS devices.

 

Requirements:
  • The IBKR Mobile app must be installed and IB Key Authentication already activated on this iOS device.
  • For more information on the installation and activation on iOS devices, please refer to KB2278.

 

Instructions:

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 Services on the top-left corner (Figure 3) and proceed with step 2.

Figure 1.                                       Figure 2.                                       Figure 3.

   

2. Tap on Authenticate (Figure 4) and then on Add User (Figure 5).

Figure 4.                                          Figure 5.

     

3. Read the instructions and then tap on Continue (Figure 6).

Figure 6.

4. Enter your Username and Password, and then tap on Continue (Figure 7). 

Figure 7.

5. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 8). Enter this Authentication Code in the Activation Code field and tap on Activate (Figure 9).

Figure 8.                                                    Figure 9.

  

6. Depending on your smartphone's security settings, you will be asked to use your Passcode, Touch ID, or Face ID (Figure 10.).

Figure 10.

7. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 11).

Figure 11.

How to add a user to an existing IB Key instance - Android

Übersicht: 

This page covers the steps required to add a user to the Authentication section in the IBKR Mobile app for Android devices. 

 

Requirements:
  • The IBKR Mobile app must be installed and IB Key Authentication already activated on this Android device.
  • For more information on the installation and activation on Android devices, please consult KB2270.

 

Instructions:

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 Services on the top-right corner (Figure 3) and proceed with step 2.

Figure 1.                                       Figure 2.                                        Figure 3.

   

2. Tap on Authenticate (Figure 4) and then on Add User (Figure 5).

Figure 4.                                           Figure 5.

         

3. Read the instructions and then tap on Continue (Figure 6).

Figure 6.

4. Enter your Username and Password, then tap on Continue (Figure 7). 

Figure 7.

5. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 8). Enter this Authentication Code in the Activation Code field and tap on Send (Figure 9).

Figure 8.                                                        Figure 9.

      

6. Provide your PIN then tap on Activate (Figure 10).

Figure 10.

7. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 11).

Figure 11.

How to verify your identity using your Secure Login Device

Übersicht: 

Some tasks in Client Portal will ask you to verify your identity by using the Challenge Code/Response String method in order to proceed further.

This article will guide you in completing these tasks with the following Secure Login Devices:

-----------------------------------------------------------------------------------------------------------------------------------------------------------

Verify your identity with IB Key (iOS)

1. When prompted, enter your Username and Password, then select Continue.

2. A Challenge Code will be displayed, along with a passcode field to enter a response.

3. Launch IBKR Mobile on your iOS smartphone:

     3.a. If the app opens with the home screen (Figure 1), select Authenticate then proceed with step 4.

     3.b. If the app opens with the login screen (Figure 2), tap Services on the top left (red arrow), select Authenticate and proceed with step 4.

     3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 3), tap More on the bottom-right (red arrow). Then tap Services on the top left (Figure 4), select Authenticate and proceed with step 4.

Figure 1.                                           Figure 2.
     

Figure 3.                                           Figure 4.

     

4. Type the Challenge Code from Client Portal into the corresponding field and select Generate Passcode.

5. Use Touch ID or Face ID for two-factor authentication.

If Touch ID has not been activated, IB Key will prompt you to enter your smartphone's passcode. A response string will then be generated (Figure 6).

     5.1 If you use Touch ID, place your registered finger on the Home Button (Figure 5). A response string will then be generated (Figure 6).

Figure 5.                                                       Figure 6.
     

     5.2 If you use Face ID, look at your iOS smartphone screen (Figure 7). A response string will then be generated (Figure 8).

Figure 7.                                                          Figure 8.
    

6. Enter the response string from IB Key into the passcode field of Client Portal and click Continue.

 

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Verify your identity with IB Key (Android)

1. When prompted, enter your Username and Password, and click on Continue.

2. A Challenge Code will be displayed, along with a passcode field to enter a response.

3. Launch IBKR Mobile on your Android smartphone:

     3.a. If the app opens with the home screen (Figure 1), select Authenticate then proceed with step 4.

     3.b. If the app opens with the login screen (Figure 2), tap Services on the top left (red arrow), select Authenticate and proceed with step 4.

     3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 3), tap More on the bottom-right (red arrow). Then tap Services on the top left (Figure 4), select Authenticate and proceed with step 4.

Figure 1.                                            Figure 2.

    

Figure 3.                                            Figure 4.

    

4. Type the PIN that you determined during the IB Key registration process and the Challenge Code from Client Portal into the corresponding fields, then select Generate Passcode. A response string will then be generated.

5. Enter the response string from IB Key into the passcode field of Client Portal and click Continue.

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Verify your identity with Digital Security Card+ (DSC+)

1. When prompted, enter your Username and Password.

2. A Challenge Code will be displayed, along with a passcode field to enter a response.

3. Turn on your DSC+ using the “press” button until 'PIN>' is displayed (Figure 1). Enter the 4-digit PIN code you specified at the time you requested the device, then confirm with the “OK” button (Figure 2).

Figure 1.                                                              Figure 2.                                                    

     

4. When 'CHALLNG>' is displayed (Figure 3), enter the 6-digit Challenge Code from the Client Portal screen into the DSC+, then confirm with the "OK" button (Figure 4).

Figure 3.                                                              Figure 4.                                       
    

5. A response code will appear.                                                  

6. Enter the response string from your DSC+ into the passcode field of Client Portal and click Continue.

Secure Login with Digital Security Card+

Übersicht: 

Securely log into any IBKR application, including TWS, Client Portal or WebTrader, using IBKR's Digital Security Card+.

 

NOTE: The buttons on your security card are not touch sensitive, but rather require to be pressed.

1. When logging in to your account, enter your user name and password as usual (Point 1 of Figure 1). If successful, a 6-digit Challenge Code will appear (Point 2 of Figure 1).

Figure 1.

 

2. Turn on your device by pressing the “press” button until the 'PIN>' display appears (Figure 2), enter the 4-digit PIN code you specified at the time you requested the device, then press the “OK” button (Figure 3).

Figure 2.                                                              Figure 3.                                                         

3. When the 'CHALLNG>' display appears on the device (Figure 4), enter the 6-digit Challenge Code from the login screen (step 1.) into the device, then press the "OK" button (Figure 5).

Figure 4.                                                              Figure 5.                                       
    

4. A response code will appear (Figure 6)

Figure 6.                                                          

5. Enter the 8 digits of the response code into the login screen (Figure 7). Select the Login button to proceed. If the passcode expires, start over from step 1. above.

Figure 7.                                                               

NOTE: The Security Code field will look slightly different depending on the application you are logging in to.

 

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

How is my IB Canada account protected?

The Canadian Investor Protection Fund (CIPF) is sponsored by the Canadian regulator (IIROC) to ensure client assets held by a Canadian investment dealer are protected if a member firm becomes insolvent. IB Canada is a member of the CIPF which offers insurance against member default for amounts up to CAD 1,000,000. Covered assets include cash, securities and commodities and will depend on the account type:

Non-registered accounts (Cash, Margin, TFSA)

1,000,000 CAD for any combination of cash, securities and commodities under all non-registered account types.
For assets held in a joint account or under a corporation, the percentage interest is added towards the same total.

Registered account (RSP)

RSP accounts are treated as "Separate Account" and are eligible for an additional 1,000,000 CAD coverage. Additional details can be found on www.cipf.ca.

Please note, IB Canada accounts receive CIPF protection in lieu of SIPC protection.

How to use Voice callback for receiving login authentication codes

Background: 

 If you have SMS enabled as two-factor authentication method, you may use Voice callback to receive your login authentication codes. This article will provide you steps on how to select voice callback when logging in to our platforms.

 

How to use Voice callback
 
You may select Voice if you do not receive your login authentication code. You will then receive your login authentication code via an automated callback. Follow the instructions below, depending on which platform you are trying to login to.
 

 

Client Portal

1. Click on "Didn't receive a security code?"

2. From the two options, select "Voice" and wait for the callback.

3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

TWS

1. Click on "Request new Security Code"

2. From the two options, select "Voice" and click on OK. Then wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

Note: Voice callback for the TWS is only available in the LATEST and BETA version.

 

IBKR Mobile - iOS

1. Click on "Request New Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

IBKR Mobile - Android

1. Click on "Request New Security Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

References:

 

IB Key Challenge / Response method and missing notifications

In case your smartphone is unable to receive IB Key notifications, you can still complete the login process using the IB Key Challenge/Response method, described on the following pages (according to your device operating system):

The same information applies to you if your phone has no Internet connectivity (you are in roaming, out of coverage, without an active mobile data plan, etc.)

If your smartphone is unable to receive IB Key notifications despite having Internet connectivity, we recommend you to perform the steps outlined in IBKB3234.

 

Die IBKR-Mobile-App als 2-Faktoren-Lösung

Übersicht: 

IB misst dem Schutz Ihres Kontos über die Nutzung des 2-Faktoren-Loginschutzes große Bedeutung zu. Mit dem 2-Faktoren-Schutz wird Ihnen Zugang zum Konto über die Eingabe Ihres Benutzernamens in Kombination mit Ihrem Passwort sowie eines Geräts ermöglicht, das einen zufälligen Code generiert, der nach der Eingabe des Benutzernamens und Passworts eingegeben wird. Dieser 2-Faktoren-Schutz vermindert das Risiko von Übergriffen durch Online-Hacker, die auf Ihr Konto zugreifen können (weil sie z. B. Ihr Passwort über Schadsoftware oder Social Engineering herausgefunden haben).

Während IB mehrere 2-Faktoren-Optionen anbietet, wird die Authentifizierung via IBKR Mobile grundsätzlich als die bequemste Möglichkeit angesehen, über die Sie auf Ihr Konto zugreifen und es bedienen können. Nachstehend finden Sie die wichtigsten Vorteile, die diese App anbietet.

 

1. Stets verfügbar: 
Ihr Smartphone ist stets bei Ihnen, genauso wie der Zugriff auf Ihr IB-Konto.

2. Bequem:
Sie müssen keine zusätzlichen Geräte bei sich tragen oder auf sie aufpassen. Falls Sie Ihr Telefon verlieren oder ersetzen, kann der IB-Kundenservice Ihnen dabei behilflich sein, die App jederzeit und sofort wieder in Betrieb zu nehmen.

3. Schnelle Aktivierung:
Schon nach wenigen Minuten, nachdem Sie die App heruntergeladen haben, können Sie sie bereits zur Authentifizierung Ihres Kontos verwenden.

4. Keine Lieferung, Zustellung oder Rückgabe:
Keine verzögerten Zustellungen oder Rücksendungen von Geräten mit entladenen Batterien. Es reicht einzig und allein ein kurzer Download aus.

5. Sicherer, schneller und unkomplizierter Login mit unserer nahtlosen Authentifizierung:
Bei der Anmeldung in der Handelsplattform oder Kontoverwaltung müssen Sie lediglich Ihren Benutzernamen und Ihr Passwort eingeben. IBKR sendet Ihnen daraufhin eine Benachrichtigung und mittels des IB-Key-Protokolls können Sie die Authentifizierung entweder per Fingerabdruck oder PIN abschließen, in Abhängigkeit Ihrer Konfiguration.

6. Ermöglicht mehreren Benutzern die Authentifizierung mittels derselben App:
Falls Sie ein Sicherheitsgerät für Ihr persönliches IB-Konto und eines für Ihr Gemeinschaftskonto mit Ihrem/Ihrer Ehepartner/in sowie eines für Ihr Geschäftskonto haben, können Sie dieselbe App für alle diese Benutzer (und mehr) aktiveren.

7. Für jedes Smartphone überall erhältlich:
IBKR Mobile kann aus dem Apple App Store heruntergeladen werden, wenn Sie ein iPhone besitzen. Benutzer mit einem Android-Smartphone können die App wie gewohnt aus dem Google Play Store herunterladen. Kunden in China können die Anwendung sowohl über Baidu als auch 360.cn erhalten.

8. Funktioniert sogar offline:
Sollte Ihr Mobiltelefon offline sein (wenn Sie z. B. auf Urlaub sind oder keine Verbindung haben), können Sie IBKR Mobile weiterhin verwenden. Auch wenn die nahtlose Authentifizierung nicht möglich sein wird, kann die Anwendung weiterhin die Codes generieren, die Sie für Ihren Kontozugriff und Handelsgeschäfte benötigen.

9. Sichere Passwort-Wiederherstellung:
Da sowohl IBKR Mobile installiert als auch die IB-Key-Authentifizierung aktiviert ist, kann der IB-Kundenservice Ihnen ein vorübergehendes Passwort auf Ihr Mobiltelefon auf sichere Art und Weise übermitteln, ohne dass dieses über SMS oder sonstige Kommunikationswege preisgegeben wird.

10. Geringer Speicherverbrauch:
IBKR Mobile kann sogar über äußerst eingeschränkte mobile Daten auf Ihr Smartphone heruntergeladen werden, ohne dass dabei viele Ressourcen aufgebraucht werden. Die Größe der Anwendung sowie die betriebliche Nutzung von Ressourcen sind auf das absolute Minimum beschränkt, ohne dabei die Sicherheit Ihrer Daten zu beeinträchtigen.

 

Für eine allgemeine Übersicht zur Authentifizierung via IBKR Mobile einschließlich Installation, Aktivierung und Bedienung, siehe KB2260.

I am not receiving text messages (SMS) from IBKR on my mobile phone

Background: 

Once your mobile phone number has been verified in the Client Portal, you should immediately be able to receive text messages (SMS) from IBKR directly to your mobile phone. This article will provide you with basic troubleshooting steps in case you are unable to receive such messages.

 

1. Activate the IBKR Mobile Authentication (IB Key) as 2-Factor security device

In order to be independent of wireless/phone carrier-related issues and have a steady delivery of all IBKR messages we recommend to activate the IBKR Mobile Authentication (IB Key) on your smartphone.

The smartphone authentication with IB Key provided by our IBKR Mobile app serves as a 2-Factor security device, thereby eliminating the need to receive authentication codes via SMS when logging in to your IBKR account. 

Our IBKR Mobile app is currently supported on smartphones running either Android or iOS operating system. The installation, activation, and operating instructions can be found here:

Android: KB2277
iOS: KB2278

 

2. Restart your phone:

Power your device down completely and turn it back on. Usually this should be sufficient for text messages to start coming through. 

Please note that in some cases, such as roaming outside of your carrier's coverage (when abroad) you might not receive all messages.

 

3. Use Voice callback

If you do not receive your login authentication code after restarting your phone, you may select 'Voice' instead. You will then receive your login authentication code via an automated callback. Further instructions on how to use Voice callback can be found in IBKB 3396.

 

4. Check whether your phone carrier is blocking the SMS from IBKR

Some phone carriers automatically block IBKR text messages, as they are wrongly recognized as spam or undesirable content. According to your region, those are the services you can contact to check if a SMS filter is in place for your phone number:

In the US:

In India:

In China:

  • Call your phone carrier directly to check whether they are blocking IBKR messages

 

References:

 

How to migrate IBKR Mobile Authentication (IB Key) to a new smartphone

You may have the IBKR Mobile app installed simultaneously on multiple devices but the integrated authentication module (IB Key) can only be active on a single smartphone, on which you will complete the Two-Factor authentication tasks triggered from any other device.

Nevertheless, if you possess multiple smartphones or if you lost/replaced your smartphone, you have the possibility to migrate the IB Key activation, without the need of contacting IB Client Services. The IB Key migration allows you to carry on the Two-Factor authentication tasks on your secondary/new smartphone, while removing this capability from your primary/old device.
 
This procedure can be used in case you lost/replaced your device or in preparation for a business trip or for a holiday period, during which you will not have access to it.
 
    Requirements: 
    - This procedure will be entirely performed on your secondary/new smartphone. You do not need to be in possession of your primary/old smartphone (where IB Key is currently active)
    - Unless you have a physical security device active for your user, you need to have access to the mobile phone number you originally used to activate the IB Key, since we will send a text message (SMS) to that mobile number as a part of the migration procedure.
     

    Once you have reviewed the above requirements, please click one of the below links, according to the operating system of your secondary smartphone

  • Apple iOS
  • Android

 


Apple iOS

1. Open IBKR Mobile, enter your username and password and tap Log In
Figure 1


2. Select the Migrate IB Key option (Figure 2), then tap Migrate IB Key to confirm your choice (Figure 3)
Figure 2                                                              Figure 3

  

3. Once you have read the instructions, tap Continue
Figure 4
 
4. Enter your username and password, then tap Log In
Figure 5
 
5. Read the Activation Token from the text message (SMS) sent to you (Figure 6). Enter the Activation Token in the Activation Code field, then tap Activate (Figure 7)
Figure 6                                                             Figure 7
  
 
6. Tap Done to complete the migration process
Figure 8

 

 

Android

1. Open IBKR Mobile and enter your username and password and tap Log In
Figure 1


2. Select the Migrate IB Key option (Figure 2), then tap Migrate IB Key to confirm your choice (Figure 3)
Figure 2                                                            Figure 3
  
 
3. Once you have read the instructions, tap Continue
Figure 4
 
4. Enter your username and password, then tap Log In
Figure 5
 
5. Read the Activation Token from the text message (SMS) sent to you (Figure 6). Enter the Activation Token in the SMS Code field, then tap Verify (Figure 7)
Figure 6                                                          Figure 7
  
 
6. Choose a PIN of your preference (alphanumeric, between 4 and 6 characters, with at least one number) and enter it into the PIN field. Then enter the same PIN in to the Repeat PIN field to confirm it. Tap Activate
Figure 8
 
7. Tap Done to complete the migration process
Figure 9
 
 

 

References:

  • See KB2879, KB2260 for General information about IBKR Mobile Authentication (IB Key)
  • See KB2260 for instructions on how to install/activate/operate the IBKR Mobile app
  • See KB2278 for instructions on how to operate your IB Key on an Apple iPhone
  • See KB2277 for instructions on how to operate your IB Key on an Android smartphone: 
  • See KB3279 for instructions on how to log in to IBKR Mobile when IB Key is enabled on another phone
  • See KB3073 for instructions on how to reactivate or transfer the IBKR Mobile authentication (IB Key)

 

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