This article details the steps needed to reactivate the IB Key Authentication (IB Key) via IBKR Mobile.
This state of the application or its installation might be due, but not limited to, reinstallation of the app or the purchase of a new phone.
Please click on one of the links below according to your phone operating system.
Please click on one of the links below according to your phone operating system.
In any other case, we would kindly ask you to request a temporary account access by contacting IBKR Client Services (Secure Login department) on the phone number best suitable for your location, among the ones listed on ibkr.com/support
References:
IB requires that clients verify their mobile phone in order to receive account and trade related communication directly via SMS. Clients who fail to verify their phone will be subject to trade restrictions pending completion of this process. Verification is performed online and the steps for doing so are outlined below.
In case your account has been already opened but your mobile number has not been yet verified, please jump directly to KB2552 to complete the verification process.
When completing your Interactive Brokers Account Application, you will see a blue bar at the top of the page that says "CONFIRM MOBILE NUMBER."
You can click on that bar any time during steps 1-4. Once you do, you will see this window:
Once you have entered your full number, it will be recognized and a confirmation message is sent immediately. Validate your phone number by entering the SMS Code received in the Confirmation Code field and click Submit.
If you are unable to do this during the application process, you can always confirm it on the Application Status page
This page covers specific points on what the Multiple 2-Factor System (M2FS) is and how it functions. For general questions on the Secure Login System, please refer to KB1131.
M2FS allows any client to maintain more than one active security device at the same time. You no longer need to choose between a physical security device and the IBKR Mobile app as either can be used interchangeably. If you already possess an active security device, any further device activation will result in both devices remaining simultaneously active.
In case you currently use the Security Code Card / Digital Security Card+: if you use a physical security device, you may download and activate the IBKR Mobile app. Please refer to the directions for Android and iOS.
In case you currently use the IBKR Mobile app: If you use the IBKR Mobile app and have an account with a balance equal or greater than USD 500K, you qualify for the Digital Security Card+ . You may log in to Client Portal and request the DSC+ by following the instructions here.
Once you have both a physical device and the IBKR Mobile app enabled, M2FS is represented by a drop-down menu upon login. You can now choose the device you wish to authenticate with, following the below steps:
1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If the credentials have been accepted, a drop down will appear, allowing you to Select Second Factor Device. If you log in to the TWS, please notice that the M2FS is supported from version 966.
TWS:
Client Portal:
2. Once you select a security device, you will now be presented with the corresponding screen for authentication. Refer to the directions for:
- IB Key via IBKR Mobile (iOS)
- IB Key via IBKR Mobile (Android)
- Security Code Card
- Digital Security Card+
3. If the second factor authentication succeeds, the Log-in will now automatically proceed.
The device used to authenticate your withdrawal will define your withdrawal limits, according to the below table:
Security Device |
Maximum Withdrawal |
Maximum Withdrawal |
Security Code Card1 | USD 200,000 | USD 600,000 |
IBKR Mobile app | USD 1,000,000 | USD 1,000,000 |
Digital Security Card1 | USD 1,000,000 | USD 1,500,000 |
Digital Security Card+ | Unlimited | Unlimited |
Gold Device1 | Unlimited | Unlimited |
Platinum Device1 | Unlimited | Unlimited |
1: Represents a legacy device that is no longer issued.
Example: You have both the IBKR Mobile app and the Digital Security Card+ enabled and you need to withdrawal more than USD 200K. You can use either device to login to Client Portal but you will be required to use the Digital Security Card+ to confirm your withdrawal request.
M2FS provides even more flexibility to IBKR's Secure Login System by allowing you to choose what security device you want to authenticate with. In addition to the convenience of using a device which is trusted and routinely accessible, you can eliminate delays associated with authenticating at times a trade needs to be entered quickly.
At IBKR, we are committed to protecting your account through the use of 2-Factor log in protection. With 2-factor protection, account access is provided through use of "Something you Know" (i.e. entry of user name and password combination) along with "Something you Have" (i.e., a tool which generates a random code to be entered after the user name and password). This 2-Factor protection is intended to mitigate the risk of online hackers (who've acquired your password via malware or social engineering) accessing your account.
While IBKR offers multiple 2-Factor options, IBKR Mobile Authentication is generally viewed as the most convenient to access and operate. Outlined below are some of the convenience factors offered by this app.
1. Always Available:
Your smartphone is always with you, as well as your tool to grant you secure access to your IBKR account.
2. Convenient:
No additional devices to carry, track and watch out for. In the event of loss or change of phone, IBKR Client Services can assist you to get the app back up and running at a moment’s notice.
3. Quick Activation:
A couple of minutes within the download of the app, you can already use it to authenticate into your account.
4. No Shipping, Delivery or Return:
No delivery delays, no return of devices with depleted batteries. A quick download suffices.
5. Secure, but quick and No-Hassle Login with our Seamless Authentication:
When logging into the Trading Platforms or the Client Portal, you only need to enter your username and password - IBKR will send you a notification and you will use the IB Key protocol to complete the authentication, via your mobile biometrics or PIN, depending on your configuration.
6. Allows for multiple users to authenticate with the same app:
If you have one security device for your personal IBKR account, one for your joint account with your spouse and one for your business account you will be happy to know that you can activate the same app for all those users (and more).
7. Available for every smartphone, everywhere:
IBKR Mobile can be downloaded from the Apple App Store if you have an iPhone. Android phone users can get the app as usual from the Google Play store. Clients in China can obtain the application on both Baidu and the 360.cn stores.
8. Works even Offline:
Should your phone be offline (e.g. when on vacation or with a bad reception), you can still use IBKR Mobile Authentication. Even though Seamless Authentication won't be accessible, the application can generate the codes you need to access your account and trade.
9. Secure delivery for your Password Reset:
With IBKR Mobile installed and the IB Key authentication activated, you can have the IBKR Client Services send you a temporary password to your phone in a secure way without exposing it through text messages and other means of communication.
10. Small footprint:
IBKR Mobile can be downloaded even on the most restrictive data plans and be installed on your smartphone without hogging resources. The application size and its operational use of resources are limited to the absolute minimum, while not compromising on its security.
For a general overview of IBKR Mobile Authentication including installation, activation and operation, please see KB2260.
The recovery procedure explained in this article is required in case:
In order to re-enable IBKR Mobile Authentication (IB Key), please click on one of the below links, according to your smartphone Operating System
This procedure has proved to work as a solution for several issues, since it produces a complete reset of the malfunctioning IBKR app.
1. Go to your phone's Settings Menu
2. Below the Phone section, select Applications Application Manager
3. Scroll down and select the corresponding IB app which needs to be reset.
4. Tap on Storage
5. Tap on Clear Data OK
6. Confirm Data has been cleared.
7. Reboot the phone
8. Re-Launch app
Note: If after clearing the cache, manually adjusting the permissions and restarting your Android Device, the issue persists, please contact IB Customer Service for further troubleshooting.
Clients who have completed the steps of verifying their mobile telephone numbers with IB will be able to receive account related communications directly to their phones in the form of a text message (SMS). This will help to reduce the need to access the Account Management Message Center for information on items such as Funding. In addition, a verified mobile number is a prerequisite for using the IB Key Authentication via IBKR Mobile or the SMS as second factor authentication.
Verification of a mobile number may be done through one of the following methods:
This article explains how to verify your mobile phone number.
If the verification of your phone number was not completed during the account application, you can complete it at any time by following these steps:
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.
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.
References
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.
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.
Security level |
Device name |
Device image |
Highest | Digital Security Card+ (DSC+) | |
Lowest | Security Code Card (SLS card) |
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)
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.
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.