Secure Login with Digital Security Card+

Overview: 

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.

 

Función de autenticación de dos factores de IBKR Mobile

Overview: 

IBKR protege su cuenta mediante la utilización del inicio de sesión con la función de autenticación de dos factores. Con el sistema de protección en dos factores, el acceso a la cuenta se proporciona a través de "algo que sabe" (es decir, una combinación de nombre de usuario y contraseña) combinado con "algo que tiene" (es decir, una herramienta que genera un código aleatorio para ingresarlo luego del nombre de usuario y la contraseña).  La función de autenticación de dos factores tiene por objeto la minimización del riesgo de acceso fraudulento a su cuenta (realizado por hackers que adquieren su contraseña mediante programas malignos o ingeniería social).

IBKR ofrece una serie de opciones que implican la función de autenticación de dos factores. No obstante, la función de autenticación de IBKR Mobile es la más fácil de acceder y utilizar. A continuación se detallan algunas de las ventajas ofrecidas en esta aplicación.

 

1. Siempre con usted: 
Su smartphone viaja siempre con usted, de modo que también podrá utilizarlo como una herramienta segura para acceder a su cuenta de IB.

2. Práctico:
No tendrá que depender de otro dispositivo. En caso de que pierda o cambie su dispositivo móvil, el servicio de atención al cliente de IBKR le ayudará a volver a utilizar la aplicación en cuestión de segundos.

3. Activación rápida:
Solo tardará un par de minutos en descargar la aplicación, y podrá utilizarla directamente para autenticarse y acceder a su cuenta.

4. Sin problemas de envío, entrega o devolución del dispositivo:
No deberá preocuparse por los plazos de entrega ni de devolución del dispositivo, ni por las baterías agotadas. Solo deberá descargarse la aplicación.

5. Inicio de sesión rápido, seguro y sin complicaciones:
Cuando desee iniciar sesión en las plataformas de negociación o en Client Portal, solo deberá introducir su nombre de usuario y contraseña. IBKR le enviará un mensaje y utilizará el protocolo de IB Key para completar el proceso de autenticación mediante huella dactilar o su PIN, en función de la configuración establecida

6. Autenticación de varios usuarios mediante la misma aplicación:
En caso de que disponga de un dispositivo de seguridad para su cuenta de IBKR personal, uno para su cuenta conjunta con su cónyuge y uno con su cuenta de empresa, ahora podrá activar todas las cuentas con la misma aplicación.

7. Disponible para todos los dispositivos móviles, en todo el mundo:
Puede descargar IBKR Mobile desde la App Store para los usuarios iPhone. Los usuarios Android pueden descargar la aplicación en Google Play. Los clientes en China pueden descargarse la aplicación en Baidu y en las tiendas 360.cn.

8. Opere sin conexión:
Asimismo, podrá utilizar la función de autenticación de IBKR Mobile incluso si su teléfono no dispone de conexión (por ejemplo, si está de vacaciones o no hay señal suficiente). Aunque la función de autenticación sin interrupción no estará disponible, la aplicación generará los códigos necesarios para acceder a su cuenta y operar.

9. Proceso de restablecimiento de la contraseña totalmente protegido:
Si dispone de la aplicación IBKR Mobile y ha activado la función de autenticación de IB Key, el servicio de atención al cliente podrá enviarle una contraseña temporal a su teléfono de manera segura, sin ponerla en riesgo al enviarla por mensaje de texto o en otros medios de comunicación.

10. Pequeño espacio ocupado:

La aplicación IBKR Mobile puede descargarse en cualquier dispositivo, incluso con los planes de datos más restringidos, y puede instalarse sin acaparar recursos. El tamaño de la aplicación y su uso operativo de los recursos se limitan al mínimo sin comprometer su seguridad.

 

Consulte el artículo KB2260 para más información sobre el proceso de instalación, activación y funcionamiento de la función de autenticación de IBKR Mobile.

Migración de la función de autenticación de IBKR Mobile (IB Key) a un nuevo smartphone

Puede tener la aplicación IBKR Mobile instalada en más de un dispositivo, pero solo podrá activar la autenticación de IBKR, denominada IB Key, en un dispositivo móvil, en el que deberá completar la función de autenticación de dos factores para poder iniciar sesión en el resto de dispositivos.

En caso de que disponga de más de un dispositivo, o si ha cambiado o perdido su smartphone, podrá migrar la activación de IB Key sin tener que ponerse en contacto con el servicio de atención al cliente de IB. El proceso de migración de la IB Key permite trasladar la función de autenticación de dos factores en su segundo dispositivo o en su nuevo smartphone y eliminarla de su dispositivo principal.
 
Siga las instrucciones que figuran a continuación en caso de haber perdido o renovado su dispositivo móvil o en caso que vaya a realizar un viaje de negocios o de vacaciones y no tenga acceso a su dispositivo principal.
 
    Requisitos: 
    - Este proceso se realizará en su dispositivo secundario o en su nuevo smartphone. No necesitará su teléfono móvil principal o antiguo (a través del cual utilizaba la IB Key).
    - Deberá disponer del número de teléfono utilizado para activar la IB Key (excepto si dispone de un dispositivo de seguridad físico activado con su usuario), dado que se enviará un SMS a este número de teléfono durante el proceso de migración.
     

    Una vez haya revisado los requisitos mencionados anteriormente, haga clic en el enlace correspondiente que figura a continuación, en función del sistema operativo de su segundo smartphone:

  • Apple iOS
  • Android

 


Apple iOS

1. Abra IBKR Mobile, introduzca su nombre de usuario y contraseña y pulse el botón Iniciar sesión
Figura 1


2. Seleccione la opción Migrar IB Key  (Figura 2), y pulse Migrar IB Key para confirmar su selección (Figura 3)
Figura 2                                                              Figura 3

  

3. Cuando haya leído las instrucciones, pulse Continuar
Figura 4
 
4. Introduzca su nombre de usuario y contraseña y pulse Iniciar sesión
Figura 5
 
5. Recibirá un token de activación a través de SMS (Figura 6). Introduzca este token de activación en el campo del código de activación y pulse el botón Activar (Figura 7)
Figura 6                                                             Figura 7
  
 
6. Pulse el botón Hecho para completar el proceso de migración.
Figura 8

 

 

Android

1. Abra IBKR Mobile, introduzca su nombre de usuario y contraseña y pulse el botón Iniciar sesión
Figura 1


2. Seleccione la opción Migrar IB Key  (Figura 2) y pulse Migrar IB Key para confirmar su selección (Figura 3)
Figura 2                                                            Figura 3
  
 
3. Después de haber leído las instrucciones, pulse Continuar
Figura 4
 
4. Introduzca su nombre de usuario y contraseña y pulse el botón Iniciar sesión
Figura 5
 
5. Recibirá un token de activación a través de SMS (Figura 6). Introduzca el token de activación recibido en el SMS y pulse Verificar (Figura 7)
Figura 6                                                          Figura 7
  
 
6. Cree un código PIN (ha de ser alfanumérico y contener entre cuatro y seis caracteres, y un número como mínimo), e introdúzcalo en el campo del PIN. A continuación, introduzca el mismo PIN en el campo Repetir PIN para confirmarlo. Puse Activar
Figura 8
 
7. Pulse el botón Hecho para terminar el proceso de migración.
Figura 9
 
 

 

Referencias:

  • Consulte los artículos KB2879y KB2260 para obtener más información sobre la función de autenticación de IBKR Mobile (IB Key)
  • Consulte el artículo KB2260 para encontrar las instrucciones de instalación/activación/funcionamiento de la aplicación IBKR Mobile
  • Consulte el artículo KB2278 para obtener las instrucciones de funcionamiento de su IB Key en un iPhone
  • Consulte el artículo KB2277 para obtener las instrucciones de funcionamiento de su IB Key en un dispositivo operado con Android. 
  • Consulte el artículo KB3279 para encontrar las instrucciones de inicio de sesión en IBKR Mobile en caso de que la IB Key esté activada en otro dispositivo.
  • Consulte el artículo KB3073 para obtener más información sobre la función de autenticación de IBKR Mobile (IB Key)

 

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)

 

How to log in to IBKR Mobile when the IB Key is enabled on another phone

Background: 
This article is intended for clients who have activated the IBKR Mobile authentication on their smartphone and possess as well an additional mobile device, on which they desire to trade.
Clients with this setup will be able to log in to the IBKR Mobile trading platform on their secondary device, using their smartphone to complete the Two-Factor Authentication step.

 

For the purposes of this article, we will use the following naming convention:

Authentication device: this is the smartphone on which you activated the IBKR Mobile Authentication (IB Key)

Trading device: this is where you want to use IBKR Mobile app for trading.

 

Procedure

Please click on one of the link below according to your phone operating system:

 

Apple iOS

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
 Figure 1
 
2. Tap Two-Factor Authentication (Figure 2).  A Challenge code will be displayed (Figure 3)
  Figure 2                                                            Figure 3
    
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) on the top left, then tap Authenticate (Figure 6).
 Figure 5                                                          Figure 6
 
 
4b. If you are already logged in, tap on the More button on the bottom right. Then, scroll down and tap on Authenticate
  Figure 7

5. Enter the Challenge code you obtained at point 2. Then tap Generate Response (Figure 8). Once you have provided your security element (Figure 9), you will receive a Response String (Figure 10).
  Figure 8                                                     Figure 9                                                  Figure 10
   

6. On your Trading device, enter the Response String into the "Enter response code" field and tap Send to finalize the authentication process.
 Figure 11

 

 

Android

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
  Figure 1
 
2. Tap on the option Two-Factor Authentication (Figure 2).  You will see a Challenge code (Figure 3)
 Figure 2                                                          Figure 3
  
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) and then tap Authenticate (Figure 6).
 Figure 5                                                            Figure 6
   
 
4b. If you are already logged in, tap the Menu button (Figure 7), scroll down and tap Authenticate (Figure 8).
  Figure 7                                                          Figure 8
  
 
5. Enter your IBKR Mobile PIN and the Challenge code you obtained at point 2. Then tap Generate Response (Figure 9). A Response String will be displayed (Figure 10)
  Figure 9                                                         Figure 10
  
 
6. On your Trading device, enter the Response String in to the "Enter response code" field and then tap Log In to finalize the authentication process.
 Figure 11
 


References
  • See KB2260 for general instructions on how to use IBKR Mobile Authentication
  • See KB3073 for instructions on how to migrate the IB Key / IBKR Mobile authentication to a new smartphone
  • See KB2748 for instructions on how to perform the IB Key / IBKR Mobile authentication recovery

 

Secure Login with IBKR Mobile

Overview: 

Securely log in to any IBKR application, including TWS, Client Portal or WebTrader using IBKR Mobile

Select the scenario below that best describes your issue:

 

I received the push notification on my smartphone. What is the next step?

  • Please click on the link applicable to your smartphone Operating System:

I did not receive the push notification on my phone. How can I login?

  • Please click on the link applicable to your smartphone Operating System:

I have a new smartphone. How do I activate the IB Key on this new phone?

 

My IB Key is activated on a different smartphone. How can I login?

 

I have reinstalled the IB Key on the same smartphone. How can I activate it again?

 

I'm unable to receive push notifications on my phone. How do I enable these notifications?

 

 

Android

1.  Enter your IBKR Account credentials into your trading platform or Client Portal login screen and click Login. If your credentials have been accepted, a notification will be sent to your phone.

 

2. On your phone, swipe down from the top and check your notification drawer. Tap on the IBKR Mobile notification. If you have not received the notification, please refer to KB3234.

 

3. The IBKR Mobile app will open, prompting you for your fingerprint or your PIN, according to the hardware capabilities of your phone. Please provide the requested security element.

 

4. If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.

 

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What if I do not receive the notification?

If notifications are disabled, no internet access is available or if you have a poor, unstable connection, the notifications may not reach your phone. In these cases the seamless authentication may not be available but you can still use the manual Challenge/Response authentication method as described below:

1. On your trading platform or Client Portal login screen, click the link "Click here if you do not receive the notification".


 2. A Challenge code will be displayed on the screen.

 

3. Launch the IBKR Mobile app on your Smartphone, select Authenticate (if necessary), enter your PIN and the Challenge code you obtained in the previous step. Tap Generate Passcode.

 

4. A Response String will be displayed.

 

5. Enter the Response String into your trading platform or Client Portal login screen. Then click OK.


6. If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.


 

 

iPhone

 

Operation with Touch ID

Once activated, operation of IBKR Mobile Authentication using Touch ID is as follows:

IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"

1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If correct, a notification will be sent to your iPhone.

 

2. On your iPhone, check your notifications panel and select the IBKR Mobile app notification 

3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, place your finger that was registered for Touch ID on the Home Button. If the Touch ID has not been activated, IB Key will prompt you to enter the Passcode.


4. If authentication succeeds, the log in will now automatically proceed.

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Operation with Face ID

Once activated, operation of IBKR Mobile Authentication using Face ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"

1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If correct, a notification will be sent to your iPhone.

2. On your iPhone, check your notifications panel and select the IBKR Mobile app notification 

3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, look at the screen to authenticate via Face ID. If Face ID has not been activated, IB Key will prompt you to enter the Passcode.

4. If authentication succeeds, the log in will now automatically proceed.

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What if I don't receive the notification?

If notifications are disabled, no internet access is available or if you have a poor, unstable connection it is possible the notification may not arrive. In these cases operation of IBKR Mobile Authentication is as follows:

1. Click the link Click here if you do not receive the notification.

2. This will generate challenge code and box to enter response.

3. Launch IBKR Mobile on your Smartphone, then select Authenticate. Type the Challenge number into the corresponding box.

4. If you use Touch ID, place your finger that was registered on the Home Button. If the Touch ID has not been activated, IBKR Mobile will prompt you to enter the Passcode. A response string will be generated. If you use Face ID, skip this step and go to the next one.

5. If you use Face ID, look at the screen to authenticate via Face ID. If Face ID has not been activated, IB Key will prompt you to enter the Passcode. A response string will be generated.

6. Enter the response from your iPhone into the log in screen and click OK.

7. If authentication succeeds, the log in will now automatically proceed.

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