Operating your Digital Security Card+
The Digital Security Card (DSC) is a battery operated security device which generates a series of random codes to be entered along with your user name and password upon each log in attempt. As physical possession of the DSC is required to obtain the codes and log in, the device effectively prevents hackers who may have compromised your computer or information from accessing your account. Instructions for operating the DSC are outlined below.
Step 1 - When logging into your account, enter your user name and password as usual. If successful, a 6-digit Challenge Code will appear.
Step 2 - Turn on your device by pressing the “press” button until the 'PIN>' display appears, enter the 4-digit PIN code you specified at the time you requested the device and press the “OK” button.
Step 3 - Enter the 6-digit Challenge Code from the login screen (step A) into the device when the 'CHALLNG>' display appears, press the “OK” button and a response code will appear.
Step 4 - Enter the 8 digits of the response code (Step C) into the login Screen. Select the Login button to proceed.
Note that the buttons on your security cards are not touch sensitive and must to be pressed to operate.
Related Articles
KB1042 - Video instructions for logging in with the Secure Code Card
KB1942 - Reactivating the permanent Secure Login Device
KB1943 - Requesting a replacement Secure Login Device
KB1131 - Overview of the Secure Login System
How to opt back into the Secure Login System
Overview:
Clients who have performed an opt-out from the Secure Login System (SLS) program expose themselves to certain risks and are therefore subject to certain restrictions (e.g. ability to trade Pink Sheet and OTCBB stocks). Considering this, along with the protection benefits afforded through a complete SLS protection, you may decide to opt back into the Secure Login System. The following article provides the step-by-step instructions for accomplishing this.
Background:
Please note that in order to modify the security settings for an account, the primary user needs to login to the Client Portal. If your user is not allowed to change the security settings, the system will show you a notice and will point you to the user which has such rights.
In order to opt back into the Secure Login System, please proceed as follows:
1. Open your browser and go to the web page ibkr.com.
2. Click on Log In > Portal Login
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3. Enter your credentials and complete the authentication using your security device
4. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
5. Under the User Settings section find Security and click Secure Login System.
6. You will see a box titled "Secure Login Settings". Within that box, click on the Configure "gear" icon. This will take you to the settings for Secure Login not required for trading.
7. Select the radio button next to "I want to always use my Secure Login Device when logging in" and click on Continue
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8. You will receive a confirmation that your settings have been updated. Click on OK to finalize the procedure
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References
- See KB1131 for an overview of the Secure Login System
- See KB1943 for instructions on requesting a replacement Digital Security Card+
- 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 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 to Share a Security Device
Overview:
IBKR allows individuals to maintain multiple user names within a single account or across distinct accounts under their control. Individuals who do not wish to maintain multiple physical security devices may elect to consolidate and share a single device across their users. The prerequisites and the procedure for sharing devices are outlined below.
Note: Clients using the IBKR Mobile Authentication (IB Key) should not use the present device sharing procedure, since the IBKR Mobile Authentication (IB Key) allows multiple users to be enabled directly from the IBKR Mobile app itself (menu item: Authenticate -> Add user).
Background:
Prerequisites
The possibility of sharing a physical security device will be granted only if ALL the conditions below are respected:
a) The participant users belong either to the same entity or to different entities but with the same identification data (Date of Birth, Citizenship, Country of Legal Residence, Identification Document type and number or Social Security Number for US Citizens and residents).
b) The participant users do NOT have a temporary security device (Temporary Code, Online Security Code Card) currently assigned to them.
c) The physical device offering the highest level of protection has to be shared. In case all the devices offer the same level of protection, whichever of them can be eligible. You can check the security level of your device in the table below:
|
Security level |
Device name |
Device image |
| Highest | Digital Security Card+ (DSC+) |  |
| Lowest | Security Code Card (SLS card) |  |
Procedure:
1. Among the possible candidates, identify the device offering the highest level of protection and the user that device belongs to. We will call that user the device owner
2. Log in to your Client Portal page with the requesting user (NOT the device owner)
3. Click on Menu icon in the top-left then select Settings and then User Settings
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4. Click on the wheel (Settings) close to Secure Login System
5a. In case your user does not have any active device, the system will display the SLS enrollment menu. Select the item "I already have access to a Secure Login Device under a different username" and click on Continue
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5b. In any other case, the system will display the device list. Click on Share Device to proceed further
6. Enter the credentials of the device owner you identified at point 1. and click on Continue.
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7. According to the SLS Device about to be shared, the system will display a security element (either Challenge Code or Index Numbers). Operate the SLS Device and, using the security element provided by the system, generate a response code. Enter the response code in the correspondent field and click on Continue.
8. Once you have reviewed the correctness of the information entered, click on Continue.
9. The system will display the status of your request (see note a. for details). Click OK to finalize the procedure.
a. In the vast majority of cases your sharing request will be automatically and immediately approved, processed and enforced. In case the approval of our Compliance department is needed, your request will stay in a pending status until this step has been cleared.
b. Once the device sharing request has been processed, you could keep the redundant device/s in a safe place. In the future you might decide to cancel the device sharing and reactivate those devices instead. If you do not feel the need to store them, you can send them (only DSC+) back to us following the instructions contained on this page:
c. Here below you can see the most common error messages and their causes:
- Less secure device: This error is returned if you set up the less secure token as the one to be shared. Please identify the most secure device and share that one.
- Different identification information:
This error is returned if the identification data of the entities/individuals involved in the sharing does not match. If the users belong to different entities/individuals, please notice that the token sharing will NOT be possible by design.
If the users belong in fact to the same entity/individual, the mismatch could be due, for example, to an outdated identification document on record. In this case, you can contact our Client services to have the data rectified.
References:
- Overview of the Secure Login System: KB1131 or ibkr.com/sls
- Multiple Two-Factor Authentication System (M2FS): KB2895
- How to share the Security Login Device between two or more users: KB2481
- How to opt back into the Secure Login System: KB2545
- Security considerations following SLS opt-out: KB1198
- Are there any charges or expenses associated with the security devices? KB1861
- How to troubleshoot Client Portal Login Failures: KB1132
- How to troubleshoot Trading Platform Login Failures: KB1133
Présentation du système d'accès sécurisé (SLS)
Table des matières
- Avantages d'une inscription
- Comment s'inscrire
- Appareils perdus, endommagés ou temporairement indisponibles
- Types d'appareils
- Plafonds de retrait
La protection de vos actifs et de vos renseignements personnels est de la plus haute importance pour nous. Nous nous engageons à tout mettre en œuvre pour garantir leur protection dès le moment où vous ouvrez votre compte.
Afin de vous proposer la meilleure protection possible, Interactive Brokers a mis au point un Système d'accès sécurisé (SLS), qui soumet l'accès à votre compte à l'authentification à 2 facteurs.
Cette méthode d'authentification à 2 facteurs a pour but de vérifier votre identité au moment de la connexion au moyen des facteurs suivants : 1) un élément que vous connaissez (la saisie de votre combinaison nom d'utilisateur-mot de passe) ; et 2) un élément dont vous disposez (un appareil de sécurité délivré par IB qui génère un code aléatoire à usage unique). Si vous participez au Système d'accès sécurisé, la connexion à votre compte nécessite à la fois votre combinaison nom d'utilisateur - mot de passe et la possession de votre appareil de sécurité. Ce dispositif élimine ainsi la possibilité pour une personne autre que vous d'accéder à votre compte.
Avantages d'une inscription
En vous inscrivant au système de protection SLS, vous protégez votre compte contre les tentatives d'accès non-autorisées. L'inscription est gratuite et les participants bénéficient des avantages suivants :
- des plafonds de retrait plus élevés sur des périodes d'une journée et de cinq jours consécutifs.
- la possibilité de modifier vos instructions bancaires et votre adresse e-mail sans contacter un membre de notre équipe de sécurité.
- la possibilité d'effectuer des opérations de financement par ACH et par TEF au-delà de l'opération d'approvisionnement initial du compte de 20,000 USD.
- La possibilité de partager un seul appareil pour plusieurs noms d'utilisateur enregistrés pour un même utilisateur.
Comment s'inscrire
Inscription facile. S'il s'agit de votre première demande, il vous sera demandé de confirmer votre numéro de téléphone portable pour poursuivre. La sécurité à 2 facteurs sera activée grâce à un SMS sur votre téléphone. IBKR vous enverra un mot de passe à usage unique à la connexion.
L'authentification à 2 facteurs par SMS est temporaire et sera supprimée lorsque vous activerez l'authentification IBKR Mobile (IB Key), tel qu'expliqué dans la base de connaissances IBKR.
Que vous soyez déjà client ou un nouveau client ayant un capital supérieur à 1,000,000 $, vous pouvez demander une Digital Secure Card+ (DSC+) comme appareil complémentaire pour l'authentification IBKR Mobile (IB Key), comme expliqué ici. Quand vous aurez reçu votre DSC+, veuillez vous connecter au Portail Client et suivre les instructions pour l'activer.
Une fois votre appareil de sécurité ou application de sécurité numérique activée, à chaque fois que vous vous connectez au Portail Client, à TWS, ou IBKR Mobile, il vous sera demandé de procéder à une authentification à 2 facteurs, avec d'une part votre nom d'utilisateur et mot de passe et d'autre part le code de sécurité généré par votre appareil. Une fois que vous serez connecté, votre compte bénéficiera d'une protection complète : aucune personne non autorisée ne pourra accéder à vos fonds ou à vos positions.
Appareils perdus, endommagés ou temporairement indisponibles
Dans le cas d'un appareil perdu, endommagé ou temporairement indisponible, vous devez contacter votre Service clientèle par téléphone pour demander que l'appareil soit remplacé et/ou pour obtenir un accès temporaire. Une fois votre identité vérifiée, un code temporaire vous sera fourni. Il s'agit d'un code alphanumérique statique qui remplace le code aléatoire fourni par votre appareil de sécurité et qui vous permettra d'accéder au Portail Client et d'imprimer la carte de sécurité en ligne. La carte de sécurité temporaire vous permettra d'accéder temporairement au compte pour une période de 21 jours maximum, période suffisante pour l'expédition d'un nouvel appareil ou pour la réactivation de votre appareil permanent si ce dernier était temporairement indisponible. Pour connaître la procédure de demande d'appareil de remplacement, consultez la base de connaissances IBKR.
Sinon, si votre numéro de téléphone portable a déjà été vérifié par IBKR, vous pouvez activer l'authentification IBKR Mobile (IB Key) pour fournir à votre compte une protection à 2 facteurs immédiatement.
Types d'appareils
IBKR fournit toute une gamme d'appareils de sécurité, chaque appareil étant conçu pour correspondre en termes d'ergonomie et de protection aux besoins spécifiques de votre compte.
- SMS - Un moyen facile et rapide d'activer l'authentification à 2 facteurs par un SMS envoyé à votre numéro.
- IBKR Mobile – Une appli mobile tout-en-un qui propose une solution numérique pratique pour tous vos besoins en authentification à 2 facteurs. L'authentification IBKR Mobile (IB Key) que l'on retrouve dans l'appli prend en charge la reconnaissance faciale/l'empreinte digitale et la configuration PIN1 et est disponible au téléchargement pour Android et iPhone.
- Digital Security Card+ - Pour les comptes d'un capital de 1M USD ou équivalent. Elle a la même taille et forme qu'une carte de crédit et est électronique. Pour l'utiliser, l'utilisateur doit saisir un code PIN pour une protection supplémentaire.
Remarque
Les utilisateurs iPhone doivent avoir activé Touch ID, Face ID, ou le code de sécurité (voir : Configurer Touch ID ou Configurer Face ID). Touch ID ou Face ID sont recommandés. Le PIN/code de sécurité permet un accès au trading de 12 heures maximum et la reconnaissance faciale/empreinte digitale permet un accès de plus de 30 heures, tant que vous vous authentifiez une fois pendant cette période de temps. Pour plus de détails, veuillez consulter notre guide utilisateur, Accès au trading prolongé.
Plafonds de retrait
Les clients adhérant au système d'accès sécurisé bénéficient de plafonds de retrait supérieurs tandis que les clients n'en bénéficiant pas sont soumis à des restrictions journalières et hebdomadaires. Le montant qu'un client participant est autorisé à retirer ou à transférer pour une période de un à cinq jours augmente en fonction de la valeur de protection de l'appareil. Ce montant est détaillé dans le tableau ci-dessous.
| Appareil de sécurité | Retrait maximum par jour | Retrait maximum pour 5 jours ouvrables |
|---|---|---|
| Aucune | 50K USD | 100K USD |
| SMS | 200K USD | 600K USD |
| Authentification IBKR Mobile (IB Key) | 1M USD | 1M USD |
| Carte de codes de sécurité* | 200K USD | 600K USD |
| Digital Security Card* | 1M USD | 1,5M USD |
| Digital Security Card+ | Illimité | Illimité |
| Platinum*/Gold* | Illimité | Illimité |
Remarque : * Ces appareils ne sont plus en circulation.
Informations complémentaires
Consultez KB2636 pour plus d'informations et procédures concernant les dispositifs de sécurité.
Consultez KB2277 pour des informations complètes concernant l'authentification IBKR Mobile (IB Key) pour Android.
Consultez KB2278 pour des informations complètes concernant l'authentification IBKR Mobile (IB Key) pour iOS.
Overview of IBKR Mobile Authentication (IB Key) for iPhone
Overview:
This page covers specific points of installing and using IBKR Mobile Authentication (IB Key) on iOS devices. For general questions on IBKR Mobile Authentication (IB Key), please refer to KB2260.
Table of contents
Requirements
- Must be installed on an iOS device with Touch ID (fingerprint reader) or Face ID (facial recognition).
- Device's software version must be iOS 13.0 or later.
- Device must have either Touch ID, Face ID or Passcode enabled. Touch ID or Face ID is the recommended choice. Refer to Set up Touch ID or Set up Face ID for directions.
Installation
You can download IBKR Mobile app on your iPhone directly from the App Store.
How to download IBKR Mobile from the App Store:
1. On your iPhone tap on the App Store .png){kind=small}
icon.
2. Click on the Search icon (magnifying glass) in the lower right corner, then click in the search bar at the top, type IBKR Mobile then click Search.
3. Look for IBKR Mobile from Interactive Brokers LLC, tap on GET to the right, then tap INSTALL (Figure 1.).
(if prompted, enter your Apple ID password or provide your fingerprint.)
4. Once the installation has completed, tap on Open to launch the IBKR Mobile app (Figure 2.).
Figure 1. Figure 2.
Activation
Once the app is installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone, requires Internet access and the ability to receive SMS (text message).
- On your phone, open the IBKR Mobile app:
1.a. If you're opening IBKR Mobile for the first time since its installation, you will receive a message asking your consent for IBKR notifications (Figure 3.), tap Allow and proceed with step 2.
1.b. If when opening IBKR Mobile you land on the login screen, tap Services on the top left (Figure 4.) and proceed with step 2.
1.c. If when opening IBKR Mobile you land on your Home Page, Portfolio, Watchlists, or similar, tap More on the bottom-right (Figure 5.). Then tap Two-Factor Authentication (Figure 6.), followed by Activate IB Key (Figure 7.) and proceed with step 2.
Figure 3. Figure 4.
Figure 5. Figure 6. Figure 7.
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2. Tap on Register Two-Factor (Figure 8.), review the instructions and click Continue (Figure 9.).
Figure 8. Figure 9.
3. Enter your Account Username and Password then tap Continue.
Figure 10. Figure 11.
4. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone number, enter the new number1 and corresponding Country. Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation SMS (Figure 12.).
Figure 12.
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5. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field. Then tap Activate.
Figure 13. Figure 14. Figure 15.
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6. According to your phone hardware capabilities, you might be prompted to provide or define the security element used to secure the app (Fingerprint, Face ID or PIN2). Please provide the requested security element.
Figure 16.
7. If the activation has been successful, you will see a confirmation screen. Tap Done to finalize the procedure.
Figure 17. Figure 18.
Once the IBKR Mobile Authentication (IB Key) has been activated, you can close the app. Refer to Operation with Touch ID or Operation with Face ID below on how to use IBKR Mobile for authentication.
- You must enter your phone number without your country's trunk prefix (123 instead of 1123 or 0123) and only enter numbers without any spacing or special characters.
-
The recovery PIN will be used to enable additional users or re-enable IBKR Mobile if it has been uninstalled. It must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.
Operation with Touch ID
Once activated, operation of IBKR Mobile Authentication (IB Key) using Touch ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile, 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.
Figure 19.
2) On your iPhone, check your notifications panel and select the IBKR Mobile app notification.
Figure 20.
3) Selecting the notification will launch the IBKR Mobile Authentication (IB Key). 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.
Figure 21. Figure 22. Figure 23.
4) If authentication succeeds, the log in will now automatically proceed.
Figure 24.
Operation with Face ID
Once activated, operation of IBKR Mobile Authentication (IB Key) using Face ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile, 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.
Figure 25.
2) On your iPhone, check your notification menu and select the IBKR Mobile app notification.
Figure 26.
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3) Selecting the notification will launch the IBKR Mobile Authentication (IB Key). 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.
Figure 27. Figure 28. Figure 29.
4) If authentication succeeds, the log in will now automatically proceed.
Figure 30.
What if I don't receive the notification?
If the notification does not reach your phone, it may be because notifications are disabled, no internet access is available or you have a poor, unstable connection. In these cases operation of IBKR Mobile Authentication (IB Key) is as follows:
1) Click the link Click here if you do not receive the notification.
Figure 31.
2) This will generate challenge code and box to enter response.
Figure 32.
3) Launch IBKR Mobile on your Smartphone, then select Authenticate. Type the Challenge number into the corresponding box.
Figure 33. Figure 34.
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.
Figure 35. Figure 36.
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.
Figure 37. Figure 38.
6) Enter the response from your iPhone into the log in screen and click OK.
Figure 39.
7) If authentication succeeds, the log in will now automatically proceed.
Figure 40.
Back to top
References:
- See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
- See KB3234 for troubleshooting missing IBKR Mobile notifications
- See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.
Overview of IBKR Mobile Authentication (IB Key) for Android
Overview:
This page covers specific points of installing IBKR Mobile and using the IBKR Mobile Authentication (IB Key) for Android devices. For general questions on the IBKR Mobile Authentication (IB Key), please refer to KB2260.
Table of contents
Requirements
- Must be installed on an Android Phone that has not been rooted.
- Device's Android Version must be 7 or later.
Installation
You can download the IBKR Mobile app on your smartphone directly from;
Google Play Store , 360 Mobile Assistant or Baidu Mobile Assistant.
How to install IBKR Mobile from the Google Play Store:
- On your Android phone tap on the Play Store
app. - Tap on the search bar at the top, type IBKR Mobile then tap Search.
- Locate the app IBKR Mobile from Interactive Brokers Group, then select it (Figure 1.).
- Tap on Install to the right (Figure 2.).
- Once the installation completes, tap on Open to launch the IBKR Mobile app.
Figure 1. Figure 2.
Back to top
Activation
Once the app has been installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone, requires Internet access and the ability to receive SMS (text message).
1. On your phone open the IBKR Mobile app:
1.a. If you're opening IBKR Mobile for the first time since its installation, proceed to step 2.
1.b. If when opening IBKR Mobile you land on the login screen, tap Services on the top left (Figure 3.) and proceed with step 2.
1.c. If when opening IBKR Mobile you land on your Home Page, Portfolio, Watchlists, or similar, tap the Menu icon on the top-left (Figure 4.). Then tap Two-factor Authentication (Figure 5.), followed by Activate IB Key (Figure 6.) and proceed with step 2.
Figure 3. Figure 4. Figure 5.
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Figure 6.
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2. Tap Register Two-Factor (Figure 7.), review the instructions and tap Continue (Figure 8.).
Figure 7. Figure 8.
3. Enter your IBKR Account Username and Password then tap Continue.
Figure 9.
4. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone Number, enter the new number1 and corresponding Country. Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation Code.
Figure 10.
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5. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field, create a PIN2 then tap Activate.
Figure 11. Figure 12.
6. You will receive a message with the outcome of the operation. Tap Done to finalize the procedure (Figure 13.).
Figure 13. Figure 14.
Once the IBKR Mobile Authentication (IB Key) has been activated, you can close the app. Refer to Operation instructions below on how to use the authentication module.
-
You must enter your phone number without your country's trunk prefix (123 instead of 1123 or 0123) and only enter numbers without any spacing or special characters.
-
The PIN must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.
Operation
Once activated, you can use the IBKR Mobile Authentication (IB Key) to validate your login attempt as follows:
IMPORTANT NOTE: If you do not have Internet access while operating the IBKR Mobile, please refer to the section "What if I do not receive the notification?"
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.
Figure 15.
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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.
Figure 16.
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3) The IBKR Mobile Authentication (IB Key) will open, prompting you for your fingerprint or your PIN, according to the hardware capabilities of your phone. Please provide the requested security element.
Figure 17. Figure 18.
4) If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.
Figure 19.
What if I do not receive the notification?
If the notification does not reach your phone, it may be because notifications are disabled, no internet access is available or you have a poor, unstable connection. 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" .
Figure 20.
2) A Challenge code will be displayed on the screen.
Figure 21.
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.
Figure 22. Figure 23.
4) A Response String will be displayed.
Figure 24.
5) Enter the Response String into your trading platform or Client Portal login screen. Then click OK.
Figure 25.
6) If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.
Figure 26.
References:
- See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
- See KB3234 for troubleshooting missing IBKR Mobile notifications
- See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.
Comment demander une Digital Security Card+ (DSC+) de remplacement
Overview:
Les étapes ci-dessous sont nécessaires pour :
- Remplacer une Digital Security Card+ qui a été perdue, volée ou ne fonctionne plus
- Demander une Digital Security Card+ avec votre appareil d'accès sécurisé actuel (si vous êtes une nouveau client ou un client existant ayant un capital supérieur à 1 000 000 $ ou équivalent)
Background:
1. Informer le Service clientèle IBKR- Contactez le Service clientèle IBKR pour obtenir un accès temporaire à votre compte. Ce service ne peut être fournit que par téléphone et nécessite la vérification de l'identité du détenteur du compte, comme indiqué dans la base de connaissances IBKR.
2. Obtenir une carte de codes de sécurité en ligne - Activez votre carte de codes de sécurité en ligne, qui offre une meilleure protection et les fonctionnalités complètes du Portail Client pour une période de 21 jours. Veuillez consulter la base de connaissances IBKR pour plus d'informations sur cette étape.
3. Demander la DSC+ de remplacement - Quand l'activation de la carte de codes de sécurité est terminée, veuillez rester dans la section Système de connexion sécurisé du Portail Client pour commander votre nouvelle DSC.
Demander une DSC+
1. Cliquez sur le bouton Demander un appareil physique.
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2. L'adresse de livraison sera affichée sur l'écran d'information de l'appareil. Si votre adresse n'est plus à jour ou invalide, vous pouvez la changer en cliquant sur Changer l'adresse, puis suivez les instructions. Si vous n'avez pas besoin de mettre à jour votre adresse, veuillez passer à l'étape 3..png)
3. Saisissez un Soft PIN1 à quatre caractères pour votre DSC+. Assurez-vous de vous souvenir du PIN car il sera requis pour activer et faire fonctionner votre appareil. Vous pouvez changer le compte où la caution de 20 USD est retenue, si et quand applicable2. Complétez cette étape en cliquant sur Poursuivre..png)
4. Le système affichera un récapitulatif de votre choix. Veuillez vous assurer de l'exactitude des informations. Si besoin, vous pouvez effectuer des changements en cliquant sur le bouton blanc Retour sous le champ d'informations (et non le bouton retour de votre navigateur), sinon vous pouvez envoyer la demande en cliquant sur Poursuivre.
5. Vous recevrez une confirmation finale contenant la date d'envoi estimée3. Cliquez sur Ok pour terminer la procédure.
1. Veuillez consulter la base de connaissances IBKR pour plus d'informations sur le PIN.
2. Le code de sécurité et l'envoi sont gratuits. Toutefois, lors de la commande de votre appareil, nous gèlerons un faible montant dans votre fonds (20 USD). Si votre appareil est perdu, intentionnellement endommagé, volé ou si vous fermez votre compte sans le rendre à IBKR, nous utiliserons ce montant en compensation de la perte du matériel. Dans tout autre cas, la retenue sera rendue quand l'appareil sera rendu à IBKR. Plus de détail dans la base de connaissances IBKR.
3. Pour des raisons de sécurité, l'appareil de remplacement s'activera automatiquement sous trois semaines, à la date d'envoi. IBKR vous informera à l'approche de la date d'activation automatique puis à son imminence.
Références - Base de connaissances IBKR
- Consultez KB1131 pour une présentation du Système d'accès sécurisé
- Consultez KB2636 pour plus d'informations et procédures concernant les dispositifs de sécurité
- Consultez KB2481 pour le partage de l'appareil de connexion sécurisée entre deux ou plus d'utilisateurs
- Consultez KB2545 pour la procédure d'adhésion complète au Système d'accès sécurisé
- Consultez KB975 pour savoir comment retourner votre appareil de connexion sécurisée à IBKR
- Consultez KB2260 pour la procédure d'activation de l'authentification IB Key via IBKR Mobile
- Consultez KB2895 pour plus d'informations sur le système d'authentification à double facteur (M2FS)
- Consultez KB1861 pour plus d'informations sur les frais liés aux appareils de connexion sécurisée
- Consultez KB69 pour plus d'informations sur la validité des codes de sécurité temporaires
Comment retourner mon appareil de connexion sécurisée à Interactive Brokers ?
Dans l'éventualité où vous auriez à rendre votre appareil à Interactive Brokers (pour cause de dommage, casse, consolidation ou fermeture de compte), veuillez suivre les instructions ci-dessous :
- Télécharger et imprimer le Formulaire de retour d'appareil de connexion sécurisée
- Remplir le formulaire et l'emballer avec l'appareil
- Envoyer le colis à l'adresse appropriée ci-dessous
Pour plus de sécurité, nous vous recommandons d'utiliser une enveloppe matelassée et de faire appel à un service d'expédition qui fournit un numéro de suivi (par ex., UPS, FedEx, DHL, ou USPS Express Mail) car vous êtes tenu responsable du retour de l'appareil. Veuillez accorder 3 à 5 jours ouvrés après l'envoi pour que votre compte affiche la bonne réception de l'appareil par IBKR. Veuillez noter que le temps de livraison peut varier selon les transporteurs.
Mesures supplémentaires pour les remplacements
S'il s'agit d'un remplacement et non d'une fermeture de compte, veuillez appeler notre équipe d'assistance sécurité au numéro ci-dessus, pour nous informer de votre appareil défectueux et nous vous fournirons un code de sécurité temporaire qui vous permettra d'accéder à votre compte en attendant de recevoir un nouvel appareil de connexion sécurisée. IBKR propose plusieurs types d'appareils. Retrouvez ci-dessous les options de remplacement de chacun :
Pour les utilisateurs de la Digital Security Card+ (DSC+) :
Si vous renvoyez une Digital Security Card+ (Image 1), et nécessitez un appareil de remplacement, vous devrez vous connectez au Portail Client et demander une nouvelle DSC+ (toutes les instructions ici.)
Image 1
Pour les utilisateurs de la carte de codes de sécurité :
Il n'est pas nécessaires de renvoyer ces cartes (Image 4) qui peuvent être broyées et jetées. Si vous avez besoin d'une carte de remplacement, nous vous recommandons d'activer l'authentification IB Key via IBKR Mobile (toutes les instructions ici.)
Image 4
Adresses d'envoi et contacts :
| États-Unis et Canada |
Europe |
Adresse d'envoi : Interactive Brokers, LLC. Attn: Token Return Department 3 Pickwick Plaza Greenwich, CT 06830 USA Contact États-Unis : 1 (877) 442-2757 (Numéro gratuit) 1 (312) 542-6901 (Numéro direct) Contact Canada : 1 (877) 745-4222 (Numéro gratuit) 1 (514) 847-3499 (Numéro direct) |
Adresse d'envoi : Interactive Brokers(U.K.)LTD. Attn: Token Return Department Gubelstrasse 28 CH-6301 Zug Switzerland Contact Europe : 00800-42-276537 (Toll free) +41-41-726-9500 (Direct dial) Contact Russie : 8-800-100-8556 (Toll free) +41-41-726-9506 (Pyсский) |
| Asie |
Australie |
Adresse d'envoi : Interactive Brokers, LLC. Attn: Token Return Department Suite 1512, Two Pacific Place 88 Queensway Admiralty Hong Kong Contact : +852-2156-7907 (廣東話) +86 (21) 6086 8586 (普通话) |
Adresse d'envoi : Interactive Brokers, LLC. Attn: Token Return Department PO Box R229 Royal Exchange, NSW, 1225 Australia Contact : +61 (2) 8093-7300 |
| 日本 / Japon | |
Adresse d'envoi : Interactive Brokers Securities Japan, Inc. Attn: Token Return Department Kasumigaseki Building 25F, 2-5 Kasumigaskei 3 Chome, Chiyoda Ku, Tokyo 100-6025 Japan Contact : +81 (3) 4588 9710 Numéro direct (Anglais) |
送り先： インタラクティブ・ブローカーズ証券株式会社 〒100-6025 東京都千代田区霞ヶ関３－２－５ 霞ヶ関ビルディング２５階 セキュリティデバイス部 接触： +81 (3) 4588 9700 直通 (日本語) |
Fermeture de compte
Accédez au Portail Client pour consulter et/ou imprimer des relevés d'activité. Toute déclaration fiscale sera fournie après le renvoi de votre appareil et la fermeture de votre compte. Une fois fermé, vous pourrez vous connecter sans l'appareil de sécurité et n'aurez besoin que de votre mot de passe et nom d'utilisateur existants.
Pour toute question concernant les appareils de sécurité, vous pouvez appeler les numéros répertoriés dans le tableau ci-dessus.
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Pour toute information concernant les frais de remplacement des appareils de sécurité perdus, volés, abîmés ou non renvoyés lors de la fermeture du compte, veuillez consulter KB1861.
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.
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
Troubleshooting Client Portal Login Failures
Click on the link below which best describes your situation:
- Receiving “Invalid user name password combination” message
- Receiving “Login Failed” message upon entering security device values
- I’ve forgotten my user name and/or password
- I’m temporarily without possession of my security device
- My security device has been lost or damaged
- I’ve been issued a temporary passcode which has expired
- I’ve been issued an online security card which has expired
- I’m awaiting delivery of my physical security device and can now no longer log into my account
- I am able to log into Client Portal with my temporary passcode but not the trading platform
- I am in possession of my security device and wish to activate it
- Receiving “BAD CHARACTER” message after entering my user name
IMPORTANT NOTE: If you are unable to resolve your account access issue from the information above, please contact your local Client Services Center. Also note that for security purposes, all requests for login assistance must be initiated via telephone as it requires prior verification of the account holder's identity. A listing of Client Services Centers, contact numbers and hours of operations may be found via the following website link: ibkr.com/support
1. Receiving “Invalid user name password combination” message.
Make sure that the Caps Lock key is not on as user name is case sensitive and is required to be input in lower case format.
IMPORTANT SECURITY NOTICE: If an account experiences 10 consecutive failed Client Portal login attempts within any 24-hour period, it will be locked out from login regardless of subsequent attempts using the correct user name and password combination. This lock out, intended as a security measure to prevent hackers from random attempts to guess the password, will remain in force until 24 hours have passed since the last unsuccessful log in attempt.
If you believe that your account has or is about to be been locked due to consecutive failed login attempts, you will need to contact to contact your regional Client Services Center via telephone for assistance. Note that assistance for log in matters is only provided via telephone and after the identity of the account holder has been verified.
2. Receiving “Login failed” message upon entering security device values
a. If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format
b. If operating a security card or electronic device, note that there are no spaces between characters
3. I’ve forgotten my user name and/or password
For security purposes, all requests for assistance with a user name and/or password must be initiated via telephone and require prior verification of the account holder’s identity. Requests are to be directed to one of the regional Client Services Center.
4. I’m temporarily without possession of my security device
If you are temporarily without possession of your security device, interim access may be provided by contacting your regional Client Services Center via telephone where, once your identity has been verified, you will be provided with a temporary passcode.
The temporary passcode is a static alpha-numeric code which replaces the randomly generated code provided through your security device and which will provide full access to Client Portal and the trading platforms for 2 days. Should a lengthier period of interim access be necessary, and to obtain enhanced protection, it is recommended that you use the temporary passcode to log into Client Portal and print out the on-line security card which will operate as a replacement to your security device for up to 3 weeks.
After the expiration of the temporary passcode or on-line security card, or if you regain possession of your security device beforehand, you will need to log into Client Portal and select the menu option to re-activate your security device.
5. My security device has been lost or damaged
In the case of a lost or damaged security device, you will need to contact our Client Services Center to arrange for a replacement and to provide for interim access. As the time frame for shipping a replacement device may range form 3 to 14 days depending upon your country of residence, interim access is provided via an on-line security card. The on-line security card may be retrieved for printing or saving as an image to your desktop once a temporary passcode has been provided for Client Portal access.
6. I’ve been issued a temporary passcode which has expired
The temporary passcode is intended to provide full access to both Client Portal and the 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 10 days. The Client Portal access, however, is limited solely for the purpose of printing or saving the on-line security card.
If your window of access to Client Portal using the temporary passcode remains, you may print or save the on-line security card through which full access to both Client Portal and the trading platforms is provided for a period of 21 days. If you are unable to log into Client Portal, you will need to contact your regional Client Services Center for assistance.
7. I’ve been issued an online security card which has expired
The on-line security card is intended to provide full access to both Client Portal and the trading platforms for a period of 21 days. This time frame, while limited, is intended to provide sufficient opportunity for the account holder to either regain possession of a temporarily unavailable security device or request and receive a replacement device.
If you are unable to log in using the on-line security card, you will need to contact your regional Client Services Center for assistance and to provide information as to the status of your permanent security device.
8. I’m awaiting delivery of my physical security device and can now no longer log into my account
Depending upon your location, the physical security device should be delivered to the address of record on your account within 2 days in the case of US residents and within 2 weeks for all other accounts. It’s important to note that the permanent devices are set to automatically activate after a set time frame if not yet manually activated by the account holder. If this is the case and you encounter difficulties logging into your account, please contact our Technical Assistance Department at 1-877-442-2757.
9. I am able to log into Client Portal with my temporary passcode but not the trading platform.
If your window of access to Client Portal using the temporary passcode remains, you may print or save the on-line security card through which full access to both Client Portal and the trading platforms is provided for a period of 21 days.
If you are unable to log into Client Portal, you will need to contact your regional Client Services Center for assistance.
10. I am in possession of my security device and wish to activate it.
To activate either a replacement device or one which was temporarily unavailable and which required issuance of a temporary passcode, you will need to log into Client Portal and select the reactivate security device menu option. Once reactivated, neither the temporary passcode nor on-line security card will remain operable.
11. Receiving “BAD CHARACTER” message after entering my user name.
Re-enter your user name and make sure that you do not include any spaces or characters which are not either alpha or numeric (e.g. !@#$%^&*(.,”:...etc.).
