These instructions apply to users who are receiving their statements via sFTP. If you elected to receive your statements via sFTP, you would first need to generate an RSA Key pair.
There are many Linux distributions and there are multiple methods to access the IBKR sFTP server. sFTP clients such as Filezilla can be used. In this article we explain how to realize the connection to the IBKR FTP server using Ubuntu Linux and Filezilla.
1. On your Linux machine, click on the Applications icon in the bottom left corner of you screen.
Once IBKR has configured the parameters for your connection on our servers, you will be notified. After that, you will be able to access your sFTP repository by using the Site connection you have created in FileZilla. In case you have not yet set up a Site connection, please follow the steps from 6. to 14. which are a prerequisite to the below steps:
Common issues and solutions
Neste artigo, explicamos o que são notificações, como elas são usadas no processo de autenticação da IB Key e quais operações de solução de problemas você pode colocar em prática caso não receba notificações no seu smartphone.
Notificação push é uma breve mensagem enviada ("pushed") de um servidor back-end para o seu dispositivo pela Internet. Os desenvolvedores de aplicativos usam essas mensagens para atrair a atenção dos usuários com rapidez e eficácia, mesmo se os usuários não estiverem usando o aplicativo com frequência. As notificações oferecem informações ou avisos para os usuários sobre uma operação específica que eles podem ou devem realizar.
O aplicativo IBKR Mobile usa notificações:
No segundo caso, o usuário é convidado a tocar na notificação. Essa operação abre automaticamente o aplicativo IBKR Mobile, pelo qual o processo de autenticação precisa ser concluído.
Para receber notificações do IBKR Mobile, os seguintes requisitos precisam ser cumpridos:
Caso você atenda aos pré-requisitos, mas ainda não esteja recebendo notificações push do IBKR Mobile, confira as instruções a seguir.
Clique aqui se quiser ignorar essas instruções e pular diretamente para o próximo item - ponto 5.
Clique aqui se quiser ignorar essas instruções e pular diretamente para o próximo item - ponto7.
Observação: a posição e o nome dos itens podem variar de acordo com o fornecedor do dispositivo e a versão do software Android.
a. Acesse ibkr.com e clique em INICIAR SESSÃO --> ACESSO AO PORTAL
b. Insira suas credenciais e clique em Iniciar sessão
c. Caso você tenha vários dispositivos SLS ativos, selecione "IB Key" no menu suspenso do dispositivo
d. Se você vir uma notificação avisando que uma mensagem foi enviada para o seu telefone, clique no link "Clique aqui se você não recebeu a mensagem" e o sistema exibirá um número de Desafio de seis dígitos
e. No seu dispositivo móvel, abra o aplicativo IBKR Mobile e toque em Autenticar (caso você não veja o botão Autenticar, toque primeiro no link Serviços no canto superior esquerdo da tela)
f. Insira o número do Desafio obtido no ponto d. no campo Desafio e toque em Gerar resposta. Depois de fornecer seu elemento de segurança (PIN, FaceID, Senha), você receberá um Código de resposta de oito dígitos
g. Na tela de acesso do Portal do cliente, digite o Código de resposta obtido no ponto f.
h. Se o código for aceito, você iniciará sessão no Portal do cliente.
i. Encerre sessão no Portal do cliente e tente iniciar sessão novamente. Dessa vez, você deve receber a notificação no seu dispositivo móvel.
Caso seu smartphone não receba notificações da IB Key, ainda será possível completar o processo de acesso usando o método de desafio/resposta da IB Key descrito nas seguintes páginas (de acordo com o sistema operacional do seu dispositivo):
1) On your Android 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 top-left 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 SESSION ID (Figure 7).
Figure 7
4) Type the alphanumeric string present below the QR code in the Session ID field (Figure 8).
Figure 8
5) Provide your PIN then tap ACTIVATE (Figure 9).
Figure 9
6) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).
Figure 10
Figure 11
This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user 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 the user was already enrolled 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.
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) Tap Setup IB Key using QR code (Figure 7).
Figure 7
4) Type the alphanumeric string present below the QR code in the Activation Code field (Figure 8).
Figure 8
8) Tap Activate IB Key (Figure 9).
Figure 9
9) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).
Figure 10
Figure 11
This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user 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 the user was already enrolled 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.
1) On your Android 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 top-left 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 SESSION ID (Figure 7).
Figure 7
4) Tap QR CODE (Figure 8).
Figure 8
5) Tap Allow if asked for permission to use the phone camera (Figure 9).
Figure 9
6) Point the lens of your smartphone camera towards the QR code (Figure 10). 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 10
7) Provide your PIN then tap on ACTIVATE (Figure 11).
Figure 11
8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 12).
Figure 12
Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).
Figure 13
Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).
Figure 14
Figure 15
This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user 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 the user was already enrolled 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.
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) Tap Setup IB Key using QR code (Figure 7).
Figure 7
4) Tap Launch Camera (Figure 8).
Figure 8
5) Tap OK if you are asked for permission to use camera (Figure 9).
Figure 9
6) Point the lens of your smartphone camera towards the QR code (Figure 10). 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 10
7) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode). Please provide it (Figure 11).
Figure 11
8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to confirm (Figure 12).
Figure 12
Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).
Figure 13
Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).
Figure 14
Figure 15
This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user 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 the user was already enrolled 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.
You can download IBKR Mobile app on your iPhone directly from the App Store.
1) On your iPhone tap the App Store icon.
2) Tap the Search icon (magnifying glass) in the lower right corner,
Figure 2
3) Tap in the search bar at the top, type IBKR Mobile. The search results should automatically appear below the search box.
Figure 3
4) Select the IBKR Mobile from Interactive Brokers LLC and tap on the download icon GET (if prompted, enter your Apple ID password or provide your FaceID / Fingerprint).
Figure 4
5) Once the installation has completed, tap OPEN to launch the IBKR Mobile app.
Figure 5
6) Tap Setup IB Key using QR code.
Figure 6
7) Type the alphanumeric string present below the QR code in the Activation Code field.
Figure 7
8) Tap Activate IB Key
9) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to complete the procedure
Figure 9
Requirements:
You can download the IBKR Mobile app on your smartphone directly from;
Google Play Store , 360 Mobile Assistant or Baidu Mobile Assistant.
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
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.
Requirements:
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) Tap QR CODE
Figure 7
8) Tap Allow if asked for permission to use the phone camera.
Figure 8
9) 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 9
10) 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 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
Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 12)
Figure 12
Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 13)
Figure 13
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.
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.
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
Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone.
Figure 12
Usually there is a specific button in the camera view to switch from front to rear lenses.
Figure 13
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.