Determining SIPC coverage where multiple accounts exist
Multiple accounts maintained in the same name and taxpayer ID number are grouped for purposes of applying the maximum per client protection limits of $500,000 by SIPC and $29.5 million under Lloyd’s supplementary protection. However, if you hold accounts with IBKR in separate capacities (for example, an account in your name, a trust account of which you are the trustee or a beneficiary, or a joint account), then each account would be protected by SIPC and the supplementary protection up to the stated limits.
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How can I request for a replacement secure login device or temporary security code?
IBKR is committed to protecting your account and your account assets from fraudulent practices. The Secure Login System provides an extra layer of security to your account. For security purposes, all replacement security device requests must be addressed via telephone and only after the identity of the named account holder or authorized user has been verbally verified. For assistance in accessing your account immediately and obtaining a replacement security device, please contact IBKR Client Services via telephone to restore login access.
References
- See KB69 for information about Temporary passcode validity
- 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 IB
- 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
How long does a Temporary Security Code last?
IBKR will issue a temporary passcode to Secure Login System participants in the event their security device has been misplaced, lost or damaged. The temporary passcode is intended to provide full access to both Client Portal and trading platforms for a period of 2 days. After 2 days, the temporary passcode may no longer be used to access the trading platforms but may be used to access Client Portal for an additional period of 8 days. Client Portal access, however, is limited solely for the purpose of printing or saving the Online Security Code Card.
The Online Security Code Card, in contrast, has a lifespan of 21 days, providing the account holder with an opportunity to locate the misplaced device or have continuous access in case the device is lost or damaged, and needs replacement. Account holders who remain without their physical security device and who are unable to log in using either the temporary passcode or Online Security Code Card will need to contact Client Services (ibkr.com/support) in order access their account.
The quickest solution to restore permanent access to your account, is to install and activate the IBKR Mobile authentication with IB Key. Details about the instant activation of the smartphone app can be found here.
IMPORTANT NOTICE
As a matter of policy, IBKR will not issue consecutive temporary passcodes to a given account, but rather will act to restore the account protection to the most secure level, which is provided by a physical security device.
References
- See KB70 for instruction for requesting a Temporary Passcode
- 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
How do I change my email address?
Overview:
To change your email address, you will first need to submit the request through Client Portal. From within Client Portal select Settings followed by User Settings and then click the gear icon next to Email Address in the Communication section. If you have access to your old email, we will send a secure confirmation number to your existing email address. You will then be prompted to enter the confirmation number and your new email. If you do not have access to your old email, you will be prompted to enter your current password along with your new email address. Click Submit to complete the request.
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Can I change my password online?
Overview:
Account holders who are able to log in to Client Portal may change their password by selecting the Settings section followed by User Settings and clicking the gear icon next to the word "Password" in the Login section. Passwords must be between 6 and 40 characters in length and must contain at least one alpha and one numeric character.
Account holders who are unable to log into Client Portal may change their password through the Online Password Reset tool. The password rules stated above will still apply. You may either click HERE, use the "Forgot Password?" link at the bottom of the Client Portal login or click the link provided upon an invalid login to TWS to request a password reset.
IMPORTANT NOTE
Passwords greater than 8 characters in length are only supported on newer versions of IBKR's software. More details are provided on the password reset page within Client Portal. Account holders may also contact Client Service for assistance with password changes. For security purposes, all log in issues and password requests can only be addressed once the identity of the named account holder has been verified.
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