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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)

 

Secure Login with IBKR Mobile

概観: 

 Securely log in to any IB application, including TWS, Account Management or WebTrader using IBKR Mobile

Android

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

 

2. On your phone, swipe down from the top and check your notification menu. Tap on the IBKR Mobile app notification.

 

3. Selecting the notification will launch the IBKR Mobile app. Place your finger that was registered on your phone's fingerprint reader.

 

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

 

iPhone

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

 

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

 

 

3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, either place your finger that was registered for Touch ID on the Home Button, or look at the screen to authenticate with Face ID.

 

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

 

 

How do I enable the Notifications for the IBKR Mobile app

概観: 

What is a notification?

A push notification is a brief message which is sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively reach the recipients, even if they are not currently engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.

Background: 

Why does the IBKR Mobile app use notifications?

The IBKR Mobile application uses notifications for informational purposes, as well as two-factor authentication. In the latter case, the user is invited to tap on the notification, which will automatically open the IBKR Mobile app and begin the authentication process.

This procedure explains how to manually enable notifications for the IBKR Mobile app. Please click the link below that matches your smartphone's operating system.

Apple iOS

1. On your home screen, tap Settings (Figure 1), then Notifications (Figure 2) and finally IBKR (Figure 3)
 Figure 1                                                 Figure 2                                                   Figure 3                                 
2. In the IBKR app settings, you will see a number of different options. We recommend to set them in the following way (Figure 4):
  • Allow Notifications: enabled
  • Lock Screen, Notification Center, Banners: selected
  • Banner style: Persistent
  • Badges: enabled
  • Show Previews: Always
 Figure 4

 

Android

1. Go the Settings of your phone, then tap Apps & notifications1 (Figure 1) then IBKR Mobile (Figure 2) and finally App notifications (Figure 3)
 Figure 1                                                    Figure 2                                                     Figure 3                           
 
2.  Ensure that notifications for this app are globally On and the switches Allow notification dots, Allow interruptions, On the lock screen are all enabled (Figure 4). According to your personal preference, you may want to enable as well the switch Override Do Not Disturb
 Figure 4

Please note that menu items labels and positions may vary according to your device vendor and software version.
 

Notes

1. The Apps & notifications item may be called Sound & notification on certain devices


 References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2748 for information about IBKR Mobile Authentication recovery

 

I am not receiving IBKR Mobile notifications

概観: 

What is a notification?

A push notification is a brief message which is sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively reach the recipients, even if they are not currently engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.

Background: 

Does the IBKR Mobile app use notifications?

The IBKR Mobile application uses notifications to deliver alerts and other information, as well as for the needs of the 2-Factor authentication. In this last case, the user is invited to tap on the notification - this will automatically call the IBKR Mobile app, through which the authentication process needs to be completed.

 

What are the prerequisites for receiving IBKR Mobile notifications?

In order to receive the IBKR Mobile notifications the following requirements have to be met:

  • The IBKR Mobile app must be installed on your device
  • Your device must be connected to the Internet (through WiFi or through a mobile data connection, such as EDGE / 3G / 4G / LTE). If you are located in China, please check additionaly Note a. on this topic
  • If you are aiming to receive the Seamless Login notifications, the authentication module of the IBKR Mobile app has to be active. For details please see KB2260

 

I do not receive IBKR Mobile notifications. What can I do?

If you met the prerequisites listed above but you still have troubles receiving IBKR Mobile push notifications, please perform the additional checks listed below.

 
1. Ensure you are not actually just missing or overlooking the notifications
Certain device configurations may cause the notifications to hide quickly or not to be shown when the device screen is locked. Please bear in mind that you can, at any time, access your unread notifications history, usually by swiping your finger down from the top edge of your screen.
 
2. Ensure your phone is not currently in "Airplane", "Flight" or "Do not disturb" mode
The "Airplane"(also called "Flight") mode cuts off all the device connections, preventing the device from interfering with plane instruments during a flight. Usually, when this mode is active, a small airplane icon is displayed in the top bar of your device's screen.
The "Do not disturb" mode is used to cut off calls, alerts and notifications when the device owner does not want to be disturbed. Usually, when this mode is active, a half moon or a stop icon is displayed in the top bar of your screen.
The easiest way is to disable those modes is from the quick settings panel, which can be opened by swiping the finger up from the bottom of your screen on Apple iOS devices (Figure 1) or by swiping your finger down from the top of your screen on Android devices (Figure 2)
Figure 1                                                                            Figure 2
    
Note: On Android devices, the position and name of the items may vary according to the device vendor and software version.
 
3. Make sure the notifications are enabled for the IBKR Mobile app
When you installed the IBKR Mobile app on your device, the system prompted you to allow the notifications for the app itself. If at that time you denied that access, you would now need to manually enable the notifications from your smartphone settings. Should you need additional guidance for this procedure, please see KB3236.
 
4. Check whether the power saving mode of the phone is not preventing notifications
Conservative power mode settings usually lower battery consumption by limiting or disabling background app communication and refresh. This often prevents as well notifications from being delivered to your device. You can check the power scheme currently in use on your smartphone as follows, according to your device Operating System:

Click here if you want to skip those instructions and jump directly to the next item - point 5.

 

Apple iOS

If the Power Saving Mode is on, the battery indicator on the top right of your Desktop will show the charge level in yellow
 Figure 3
You can switch off the Power Saving by swiping the finger up from the bottom of your screen and tap the battery icon in the Control Center (Figure 4)
Figure 4
 
 
If the battery icon is not present there, you can toggle the switch Low Power Mode from the Settings of your phone, section Battery (Figure 5, 6, 7)
  Figure 5                                             Figure 6                                     Figure 7
  

 

Android

If Battery Saver is on, the top and bottom bars of your device Desktop will have an orange background and the battery icon will contain a "+" sign.
 Figure 8
 
The easiest way to disable the function is from the Quick Settings panel, which you can open by swiping your finger down from the top of your screen. You can then tap the battery icon (Figure 9)
 Figure 9
 
If the battery icon is not present within the Quick Settings panel, you can tap the Settings icon from the screen and tap on Battery. There you can toggle the Battery saver switch (Figures 10, 11, 12)
 Figure 10                                     Figure 11                                                 Figure 12
  

Note: The position and name of the items may vary according to the device vendor and software version.

5. Check whether your mobile Internet connection has enough speed and stability 
Look at the top bar of your device's screen and check whether the Wi-Fi or the carrier data (EDGE / 3G / 4G / LTE) signal reception is enough strong and stable for receiving data. You can perform a quick test by opening a website through the phone web browser and perform a web search or visit ibkr.com
 
6. Ensure your device is not jailbroken/rooted
A jailbroken / rooted device allows the installation of apps and tweaks not authorized by the software and/or hardware vendor. This is achieved by obtaining a complete (root) access to the device's Operating System and removing the security measures and restriction originally built-in. This operation invalidate the device warranty, can compromise or make completely unusable certain functionalities and severely lowers the overall security of the device.
For those reasons, on a jailbroken / rooted device we can not guarantee the IBKR Mobile app will remain in a fully operational state. The whole app or some of its features (especially the authentication module and related notifications) may not function as expected.
 
7. Force a sync between the IBKR Mobile app and the back-end systems
If you went through all the above steps and still do not receive the IBKR Mobile notifications on your device, we recommend that you perform a one time login to the Account Management using the manual challenge/response authentication method. This operation will re-align the app parameters with our back-end systems and should trigger the seamless authentication method to be reinstated for the future login attempts. Please proceed as follows:

a. On www.ibkr.com click on Log in --> Account Management

b. Enter your credentials and click on Login

c. Should you have multiple SLS devices active, select "IB Key" from the device drop-down

d. If you see a note stating that a message has been sent to your phone, click the link "Click here if you did not receive the message" and the system will show you a 6 digits Challenge number

e. On your mobile device, open the IBKR Mobile app, then tap Authenticate  (should you not see the button Authenticate, tap first on the link Services on the top left of the screen)

f. Enter the Challenge number you obtained at point d. in the Challenge field and tap Generate Response. Once you have provided your security element (PIN, FaceID, Passcode) you will receive a 8 digits Response String

g. On the Account Management login screen, enter now the Response String you obtained at point f.

h. If the code has been accepted, you will be logged in to the Account Management.

i. Logout from the Account Management and try to log in again. This time you should receive the notification on your mobile device.
 

If you still do not receive the IBKR Mobile notifications after having checked all the above points from 1. to 7. please contact IB Client Services at your earliest convenience for further troubleshooting.

 

Notes
a. The access to Google services is blocked within China. Because of this restriction, notifications are usually not delivered on Android devices used within that Country. IB has no possibility of intervention or control over this limitation.

 

 References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app
  • See KB2748 for information about IBKR Mobile Authentication recovery

How to enable and use SMS as Two-Factor Authentication method

概観: 

SMS as Two-Factor method is a quick and easy way to carry out your authentication tasks. This article explains how to set up your mobile phone number to receive authentication codes via SMS.

 

How to Enroll into SMS authentication

To enroll into SMS Two-Factor Authentication, you would need to have a verified mobile phone number on record. 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:

  • Log in to Account Management.
  • From the side menu, click on Settings and then on User Settings. Click on the configuration gear correspondent to Mobile Number. If you are using the Classic Account Management, this section can be reached from the top menu Manage Account -> Account Information -> Details -> Profile, by clicking on the link "Modify"

  • Click on VERIFY
  • Open your phone's text messages app and you will find the SMS with the Confirm Code we sent you.
    NOTE: message delivery time may vary and in some circumstances it can take few minutes.
     
  • Enter the Confirm Code you have received into the Confirmation Number field, then click CONTINUE.
     
  • If the code has been accepted, a green check mark will appear in the column SMS Verified. Click CONTINUE to finalize the procedure.
  • If your user does not have an active SLS device, it will be automatically enrolled in SMS for Two-Factor Authentication shortly afterwards.

    Back to top


 

How to login using SMS authentication

Once SMS has been enabled as 2-Factor Authentication method, you will be able to use it in the following way:

  • Launch the management or trading platform you wish to log in to
  • Enter your username and password in the correspondent fields and click Login
      
  • You will then be prompted to enter the authentication code sent to you via SMS. Please open your phone's messages app and look for the message containing the code.

  • Enter the authentication code in the Security Code field present on the login screen, and then click on Login or OK
      


Back to top

 

アンドロイド上IBアプリのキャッシュ管理

Background: 

こちらの手順は、不具合のあるIBアプリのリセットを行うため、様々な問題の対処法としてご利用いただくことができます。

 

アンドロイドOS 6.0 (Marshmallow)以上

  1. ご利用のスマートフォンの設定メニューを開いてください
  2. 携帯電話の項目の下にある、アプリMOVED TO... アプリマネージャーを選択してください
    Select Applications  Application Manager
     
  3. スクロールして下に下がり、リセットの必要なIBアプリを選択してください
    Select IB apps
     
  4. ストレージをタップしてください
    Select Storage
     
  5. データの削除 MOVED TO... 削除をタップしてください
    Clear IB app data  Confirm Delete cleared data
     
  6. データが削除されていることを確認してください
    Confirm data is cleared
     
  7. ストレージの横にある、戻る矢印をタップしてください
    Presss back from storage
     
  8. 許可をタップしてください
    (有効化がされていない場合には、携帯電話およびストレージのための許可を両方有効化してください)
    Select app permissions  Enable Phone and Storage permissions
     
  9. スマートフォンをリブートしてください
  10. アプリを再起動してください

 

 

アンドロイドOS 5.0 (Lollipop)およびその前のバージョン

  1. スマートフォンの設定メニューを開いてください
  2. デバイス項目の下の、アプリを選択してください
    Select Apps
     
  3. スクロールして下に下がり、リセットが必要なIBアプリを選択してください
    IB Apps
     
  4. データ削除 MOVED TO... OKをタップしてください
    Clear App data  Delete app data -> OK
     
  5. データが削除されていることを確認してください
    Confirm Data cleared
     
  6. スマートフォンをリブートしてください
  7. アプリを再起動してください


注意: キャッシュの削除して許可をマニュアルで調整し、アンドロイドの再起動をした上で問題が改善されない場合には、IBカスタマーサービスまでご連絡ください。


関連記事:

  • アンドロイド用IB Keyの概要はこちらをご参照ください：KB2277
  • アンドロイド用IB Keyリカバリー手順はこちらをご参照ください：KB2748

 

PINに関するガイドライン

IB口座のアクセスに使用されるセキュリティデバイスには、リクエストまたは有効化の時点で、数字や数字と文字の組み合わせからなるPINコードの作成を必要とするものがあります。このPINは、お客様のデバイスを手違いで所有する可能性のある、無許可の人物の使用に対する保護を強化します。このためご自身で覚えやすく、また他人に当てられにくいPINの選択が重要となります。下記はPINの作成にあたってのガイドラインです。こちらに沿ってPINの文字構成をお考えください:

• 生年月日は使用しないでください。
• お子様やその他ご家族の誕生日は使用しないでください。
• 番地や郵便番号などお勤め先・職場の住所を使用しないでください。
• 住民票コードなどのIDは使用しないでください。
• 電話番号を使用しないでください。
• PINの数字以外の部分には、ご自身やご家族、またはご親戚の方のイニシャル、または住所の一部やスポーツチームなどは使用しないでください。
• ご自身やご家族、またはご親戚の方の氏名は使用しないでください。
• 大文字、小文字、また数字を組み合わせてください。
• 文章を作った上で、使用した言葉のイニシャルをつなげることにより、必要事項を達成し、かつ覚えやすいPINができます。


 

Очистка кэша приложений IB на Android

Background: 

Данная процедура поможет решить ряд проблем посредством полного сброса неисправного приложения IB.

 

Для Android OS 6.0 (Marshmallow) и новее

  1. Перейдите в меню Настройки
  2. Внизу раздела Телефон, выберите Приложения MOVED TO... Диспетчер приложений
    Select Applications  Application Manager
     
  3. Прокрутите вниз и выберите приложение IB, которое нужно сбросить
    Select IB apps
     
  4. Нажмите Хранилище данных (Память)
    Select Storage
     
  5. Выберите Очистить данные MOVED TO... УДАЛИТЬ
    Clear IB app data  Confirm Delete cleared data
     
  6. Убедитесь, что очистка данных прошла успешно
    Confirm data is cleared
     
  7. Нажмите на стрелку назад вверху
    Presss back from storage
     
  8. Выберите Разрешения
    (Если разрешения Телефон и Хранение данных еще не активны, включите их)
    Select app permissions  Enable Phone and Storage permissions
     
  9. Перезагрузите телефон
  10. Запустите приложение

 

 

Для Android OS 5.0 (Lollipop) и прошлых версий

  1. Перейдите в меню Настройки
  2. Внизу раздела Устройство выберите Приложения
    Select Apps
     
  3. Прокрутите вниз и выберите приложение IB, которое нужно сбросить
    IB Apps
     
  4. Нажмите Очистить данные MOVED TO... OK
    Clear App data  Delete app data -> OK
     
  5. Убедитесь, что очистка данных прошла успешно
    Confirm Data cleared
     
  6. Перезагрузите телефон
  7. Запустите приложение


ПРИМЕЧАНИЯ: Если очистка кэша, настройка разрешений и перезапуск Вашего устройства Android не помогли решить Вашу проблему, свяжитесь со службой поддержки IB для дальнейшей диагностики.


Полезные статьи:

  • Общие сведения об IB Key на Android - KB2277
  • Процесс восстановления IB Key на Android - KB2748

 

Gestion du cache pour les applications IB sur Android

Background: 

Cette procédure s'est avérée une solution efficace pour différents problèmes car elle génère une réinitialisation complète de l'application IB défaillante.

 

 

 

Pour Android OS 6.0 (Marshmallow) et les versions suivantes

  1. Allez sur le menu des Paramètres
  2. Sous la section Téléphone, sélectionnez Applications MOVED TO... Application Manager
    Select Applications  Application Manager
     
  3. Sélectionnez l'application IB à réinitialiser.
     
  4. Touchez Stockage
    Select Storage
     
  5. Touchez Effacer Données MOVED TO... SUPPRIMER
    Clear IB app data  Confirm Delete cleared data
     
  6. Confirmez l'effacement des données.
    Confirm data is cleared
     
  7. Touchez la flèche Retour près de Stockage
    Presss back from storage
     
  8. Touchez Autorisations
    (Si elles ne sont pas encore activées, activez à la fois les autorisations pour Téléphone et Stockage)
    Select app permissions  Enable Phone and Storage permissions
     
  9. Éteignez et rallumez votre téléphone
  10. Relancez l'application

  

Pour Android OS 5.0 (Lollipop) et les versions précédentes

  1. Allez sur le menu des Paramètres
  2. Sous la section Appareil, sélectionnez Apps
    Select Apps
     
  3. Sélectionnez l'application IB à réinitialiser
    IB Apps
     
  4. Touchez Effacer données MOVED TO... OK
    Clear App data  Delete app data -> OK
     
  5. Confirmez l'effacement des données
    Confirm Data cleared
     
  6. Éteignez et rallumez le téléphone
  7. Relancez l'application


Remarque: si après avoir effacé le cache, ajuster les autorisations manuellement et redémarrer l'appareil Android, le problème persiste, veuillez contacter le service clientèle IB.


Articles complémentaires:

  • Pour un Aperçu d'IB Key sur Android, consultez l'article KB2277
  • Pour la procédure de restauration d'IB Key sur Android, consultez l'article KB2748

 

Mantenimiento de memoria cache para aplicaciones IB en Android

Background: 

Este proceso ha funcionado como solución para varios asuntos, ya que produce un reseteado de la aplicación IB que no funciona.

 

Para Android OS 6.0 (Marshmallow) y superior

  1. Vaya al menú Ajustes de su teléfono
  2. En la sección Teléfono, seleccione Aplicaciones MOVED TO... Gestor de aplicaciones
    Select Applications  Application Manager
     
  3. Busque y seleccione la aplicación IB correspondiente que debe resetearse.
    Select IB apps
     
  4. Pulse en Almacenamiento
    Select Storage
     
  5. Pulse en Borrar datos MOVED TO... BORRAR
    Clear IB app data  Confirm Delete cleared data
     
  6. Confirme que los datos se han borrado.
    Confirm data is cleared
     
  7. Pulse en la flecha de retroceso junto a Almacenamiento
    Presss back from storage
     
  8. Pulse en Permisos
    (Si todavía no los ha activado, active los permisos en Teléfono y Almacenamientos)
    Select app permissions  Enable Phone and Storage permissions
     
  9. Reinicie el teléfono
  10. Relance la aplicación

 

 

Para Android OS 5.0 (Lollipop) y versiones previas

  1. Vaya al menú de Ajustes en su teléfono
  2. Bajo la sección Dispositivo, seleccione Apps
    Select Apps
     
  3. Busque y seleccione la aplicación IB correspondiente que debe resetearse.
    IB Apps
     
  4. Pulse en Borrar datos MOVED TO... OK
    Clear App data  Delete app data -> OK
     
  5. Confirme que los datos se han borrado.
    Confirm Data cleared
     
  6. Reinicie el teléfono
  7. Lance de nuevo la aplicación


Nota: si tras borrar la memoria cache, ajustar manualmente los permisos y reiniciar su dispositivo Android el problema continua, por favor, contacte con Atención al Cliente de IB  para más asistencia.


Artículos relacionados:

  • Para la IB Key para Android consulte el artículo KB2277
  • Para el proceso de recuperación de la IB Key para Android consulte el artículo KB2748

 

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