Requirements:

• Your Android Phone must not be rooted.
• The Android OS version must be 6.0 or later.

You can download the IBKR Mobile app on your smartphone directly from;
Google Play Store , 360 Mobile Assistant or Baidu Mobile Assistant.

Instructions:

1) On your Android phone tap on the Play Store app.

2) Tap on the search bar at the top, type IBKR Mobile then tap the magnifying glass to search.

Figure 2

3) Locate and select the app IBKR Mobile from Interactive Brokers Group, then tap on Install to the right.

Figure 3

4) Once the installation completes, tap on Open to launch the IBKR Mobile app.

Figure 4

5) Tap REGISTER TWO-FACTOR

Figure 5

6) Tap SESSION ID

Figure 6

7) Type the alphanumeric string present below the QR code in the Session ID field

Figure 7

8) Create a PIN of your preference then tap ACTIVATE. The PIN must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Tap +PIN Guidelines or refer to KB2269 for additional guidelines.

Figure 8

9) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to complete the procedure

Figure 9

Possible Issues and Solutions

• During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 14

This error message (Figure 14) may indicate you are attempting to activate an IBKR Mobile Authentication (IB Key) instance that is already activated. Please try to log in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then your IBKR Mobile Authentication (IB Key)  instance is already activated and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

References:

• See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
• See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
• See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
• See KB3234 for troubleshooting missing IBKR Mobile notifications.
• See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

You may have seen a QR code when you logged into Client Portal. In this article we will cover the steps for activating IBKR Mobile Authentication (IB Key) using that code.

1) Log into Client Portal. You will see a banner recommending that you activate IBKR Mobile Authentication (IB Key) by scanning the accompanying QR Code:

Figure 1

2) On your smartphone, launch the "Camera" app.

Figure 2

3) Point the lens of your smartphone camera towards the QR code. You don't need to "take a picture." When the code is in focus it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 3

4) If your device was able to read the QR code successfully, you will see a banner on the top of your smartphone screen.

• If the banner asks you to open the IBKR web site on your smartphone browser (as in Figure 4.1), please proceed directly to next step, 5)
• If the banner asks you to open the IBKR Mobile app (as in Figure 4.2), please jump to step 8)

Figure 4.1                                                                                Figure 4.2

5) Tap on the banner on the top of your smartphone screen, asking you to open the IBKR Web site. You will be redirected to the AppStore.

Figure 5

6) Tap the download icon GET to install IBKR Mobile on your phone.

Figure 6

7) Once the installation is complete, do not launch the IBKR Mobile app. Open your camera and again focus on the QR code displayed in Client Portal.

Figure 7

8) Tap on the banner on the top of your screen, asking you to open the IBKR Mobile app.

Figure 8

9) Tap Allow if asked whether to allow or disallow notifications for IBKR Mobile.

Figure 9

10) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode).

Figure 10

11) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to complete the procedure

Figure 11

Possible issues and solutions

• My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone.

Figure 12

• My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses.

Figure 13

• During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 14

This error message may indicate you are attempting to activate an IBKR Mobile Authentication (IB key) instance that is already activated. Please try to log in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then your IBKR Mobile Authentication (IB Key) instance is already activated and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

References:

• See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
• See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
• See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
• See KB3234 for troubleshooting missing IBKR Mobile notifications.
• See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

Requirements:

• The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) 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 Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3.

Figure 1.                                       Figure 2.                                       Figure 3.                                                                     

Figure 4.                                     

2. Tap on Authenticate (Figure 5) and then on Add User (Figure 6).

Figure 5.                                         Figure 6.

3. Read the instructions and then tap on Continue (Figure 7).

Figure 7.

3. Enter your Username and Password, and then tap on Continue (Figure 8). 

Figure 8.

4. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 9). Enter this Authentication Code in the Activation Code field and tap on Activate (Figure 10).

Figure 9.                                                    Figure 10.

5. Depending on your smartphone's security settings, you will be asked to use your Passcode, Touch ID, or Face ID (Figure 11).

Figure 11.

6. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 12).

Figure 12.

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

• IB Key (iOS)
• IB Key (Android)
• Digital Security Card (DSC+)

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Verify your identity with IB Key (iOS)

1. When you initiate a task that requires a verification, you will be prompted to enter Username and Password. Fill out the information and click on Continue (Figure 1).

Figure 1.

2. A Challenge Code will be displayed, along with a passcode field to enter a response (Figure 2). You will enter this Challenge Code onto your phone.

Figure 2.

3. Launch IBKR Mobile on your iOS smartphone, and...

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

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

     3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 5), tap More on the bottom-right (red arrow). Then tap Two-Factor Authentication (Figure 6), tap Generate Code (Figure 7) and proceed with step 4.

Figure 3.                                           Figure 4.
     

Figure 5.                                           Figure 6.                                            Figure 7.

4. Type the Challenge Code from Client Portal (see step 2.) into the corresponding field and select Generate Passcode (Figure 8).

Figure 8.

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 9).

     5.1 If you use Touch ID, place your registered finger on the Home Button (Figure 9). A response string will then be generated (Figure 10).

Figure 9.                                                       Figure 10.
     

     5.2 If you use Face ID, look at your iOS smartphone screen (Figure 11). A response string will then be generated (Figure 12).

Figure 11.                                                          Figure 12.
    

6. Enter the response string from IB Key into the passcode field of Client Portal and click Continue (Figure 13).

Figure 13.

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Verify your identity with IB Key (Android)

1. When you initiate a task that requires a verification, you will be prompted to enter Username and Password. Fill out the information and click on Continue (Figure 1A).

Figure 1A.

2. A Challenge Code will be displayed, along with a passcode field to enter a response (Figure 2A). You will enter this Challenge Code onto your phone.

Figure 2A.

3. Launch IBKR Mobile on your Android smartphone, and...

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

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

     3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 5A), tap More on the bottom-right (red arrow). Then tap Two-Factor Authentication (Figure 6A), followed by Generate Response (Figure 7A), and proceed with step 4.

Figure 3A.                                            Figure 4A.

Figure 5A.                                          Figure 6A.                                     Figure 7A.

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 (Figure 8A).

Figure 8A.

5. Enter the response string from IB Key into the passcode field of Client Portal and click Continue (Figure 9A).

Figure 9A.

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

1. When you initiate a task that requires a verification, you will be prompted to enter Username and Password. Fill out the information and click on Continue (Figure 1B).

Figure 1B.

2. A Challenge Code will be displayed, along with a passcode field to enter a response (Figure 2B). You will enter this Challenge Code onto your DSC+.

Figure 2B.

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

Figure 3B.                                                              Figure 4B.                                                    

4. When 'CHALLNG>' is displayed (Figure 5B), enter the 6-digit Challenge Code from the Client Portal screen into the DSC+, then confirm with the "OK" button (Figure 6B).

Figure 5B.                                                              Figure 6B.                                       
    

5. A response code will appear (Figure 7B).

Figure 7B.                                                  

6. Enter the response string from your DSC+ into the passcode field of Client Portal and click Continue (Figure 8B).

Figure 8B.