How to generate a ".har" file
Background:
When troubleshooting a non-trivial website issue, it is sometimes necessary for our Client Services team to obtain additional information about your browser communication. You may be asked record and provide a .har file. This file contains additional information about the network requests that are sent and received by your browser. Your browser can generate such file by recording content, timeline and status of HTTP/HTTPS requests and responses while the issue occurs.
In this article we explain how to generate a .har file. Please click on the browser that you use in the list below:
To generate the HAR file for Google Chrome:
1. Open Google Chrome and go to the page where the issue is occurring.
2. Press CRTL +SHIFT + I on your keyboard. Alternatively, click on the Chrome menu icon (three vertical dots at the top-right of your browser window) and select More Tools > Developer Tools
3. The Developers Tools opens as a docked panel at the side or bottom of Chrome. Select the tab Network (Figure 1.)
Figure 1.
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4. Look for a round Record button in the upper left corner of the Developer Tools toolbar and make sure it is red. If it is grey, click it once to start recording or just press CTRL+E (Figure 2.)
Figure 2.
5. Activate the checkbox Preserve log (Figure 3.)
Figure 3.
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6. Click the Clear button to clear out any existing logs. The Clear button has a stop icon and is located on the right of the Record button (Figure 4.)
Figure 4.
7. Reproduce the issue you are experiencing while the network requests are being recorded.
8. Once you have reproduced the issue, right-click anywhere on the list of recorded network requests, select Save all as HAR with Content, and save the file to a location of your preference on your computer (e.g. on your Desktop).
9. From the IBKR Client Portal, go to the Message Center and create a new Web Ticket (or use an existing one when applicable)
10. Within the Web Ticket, attach the .har file previously generated. In case the IBKR Client Services has provided you with a reference ticker number or representative name, please add this information to the ticket body.
11. Submit the Web Ticket
To generate the HAR file for Firefox:
1. Open Firefox and go to the page where the issue is occurring
2. Press F12 on your keyboard. Alternatively click the Firefox menu icon (three horizontal parallel lines at the top-right of your browser window), then select Web Developer > Network
3. The Developers Network Tools opens as a docked panel at the side or bottom of Firefox. Select the tab Network (Figure 5.)
Figure 5.
4. Activate the checkbox Persists logs (Figure 6.)
Figure 6.
5. Reproduce the issue you are experiencing. The recording of the network request starts automatically.
6. Once you have reproduced the issue, right-click anywhere on the list of recorded requests and select Save All As HAR
7. Save the file to a location of your preference on your computer (e.g. on your Desktop)
8. From the IBKR Client Portal, go to the Message Center and create a Web Ticket (or use an existing one when applicable)
9. Within the Web Ticket, attach the .har file previously generated. In case the IBKR Client Services has provided you with a reference ticker number or representative name, please add this information to the ticket body
10. Submit the Web Ticket
To generate the HAR file for Microsoft Edge:
1. Open Edge and go to the page where the issue is occurring.
2. Press F12 on your keyboard. Alternatively click the Edge menu icon (three horizontal dots at the top-right of your browser window), then select More Tools > Developers Tools
3. Click the Network tab (Figure 10.)
Figure 10.
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4. Reproduce the issue that you were experiencing before, while the network requests are being recorded.
5. Once done click the floppy disk icon (Export as HAR) or press CTRL+S (Figure 11.)
Figure 11.
6. Provide a filename and a location of your preference on your computer (e.g. on the Desktop). Then click the Save button
7. From the IBKR Client Portal, go to the "Message Center" and create a Web Ticket (or use an existing one when applicable)
8. Within the Web Ticket, attach the .har file previously generated. In case the IBKR Client Services has provided you with a reference ticker number or representative name, please add this information to the ticket body.
9. Submit the Web Ticket
To generate the HAR file for Safari:
Note: Before generating the HAR file, make sure you can see the Develop menu in Safari. If you do not see this menu, click on the menu Safari, choose Preferences, go to the tab Advanced and activate the checkbox next to Show Develop menu in menu bar
1. Open the Develop menu and select Show Web Inspector or press CMD+ALT+I
2. Click the Network tab (Figure 12.)
Figure 12.
3. Activate the checkbox Preserve log (Figure 13.)
Figure 13.
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4. Click on the icon Export (or press CMD+S), provide a filename and a location of your preference on your computer (e.g. on the Desktop) and save the .har file
5. From the IBKR Client Portal, go to the "Message Center" and create a Web Ticket (or use an existing one when applicable)
6. Within the Web Ticket, attach the web archive file previously generated. In case the IBKR Client Services has provided you with a reference ticker number or representative name, please add this information to the ticket body.
7. Submit the Web Ticket
How to verify your identity using your Secure Login Device
Overview:
Some tasks in Client Portal will ask you to verify your identity by using the Challenge Code/Response String method in order to proceed further.
This article will guide you in completing these tasks with the following Secure Login Devices:
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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.
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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.
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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.
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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.
How to use Voice callback for receiving login authentication codes
Background:
If you have SMS enabled as two-factor authentication method, you may use Voice callback to receive your login authentication codes. This article will provide you steps on how to select voice callback when logging in to our platforms.
How to use Voice callback
You may select Voice if you do not receive your login authentication code. You will then receive your login authentication code via an automated callback. Follow the instructions below, depending on which platform you are trying to login to.
Client Portal
1. Click on "Didn't receive a security code?"
2. From the two options, select "Voice" and wait for the callback.
3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.
TWS
1. Click on "Request new Security Code"
2. From the two options, select "Voice" and click on OK. Then wait for the callback.
3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.
Note: Voice callback for the TWS is only available in the LATEST and BETA version.
IBKR Mobile - iOS
1. Click on "Request New Code"
2. From the two options, select "Voice" and wait for the callback.
3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.
IBKR Mobile - Android
1. Click on "Request New Security Code"
2. From the two options, select "Voice" and wait for the callback.
3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.
References:
- How to login using SMS authentication
- Overview of Secure Login System
- Information and procedures related to Security Devices
- IBKR Mobile Authentication
Как обновить торговые разрешения?
Overview:
Для обновления торговых разрешений войдите в "Портал клиентов" и нажмите на пункт меню Настройки > Настройки счета. Если Вы управляете несколькими счетами, выберите нужный счет во всплывающем меню выбора счета. Нажмите на значок шестеренки рядом со словами "Торговые разрешения"; откроется окно настроек торговых разрешений.
В разделах "Торговые программы" и "Торговые разрешения" отметьте поля рядом с разрешениями или программами, которые Вы хотели бы запросить. Затем нажмите кнопку ДАЛЕЕ. На следующих страницах Вы сможете просмотреть и при необходимости изменить свою финансовую информацию и инвестиционные цели. В зависимости от выбранных разрешений и программ Вас также могут попросить подписать соглашения или предупреждения. Выполните все необходимые действия. Одобрение разрешений обычно занимает до 48 рабочих часов.
После одобрения запроса мы рекомендуем проверить подписки на рыночные данные через раздел Настройки > Настройки пользователя, чтобы убедиться, что у Вас оформлены соответствующие подписки для продуктов, которыми Вы собираетесь торговать.
Trading Securities listed on Tel Aviv Stock Exchange (TASE)
Overview:
Who can trade TASE listed instruments?
- Non-Israeli residents, retail and corporate
- Corporate clients in Israel who are tax exempt
What does it mean to be Tax Exempt?
If you are an Israeli Corporation, you may be entitled to tax exemption. If this is applicable to your Corporation, you will have a form obtained from Israeli Tax Authority (ITA) confirming it. Please check with ITA.
TASE opening hours can be found here. If you wish to see the trading hours information for each individual product, click the Product Description link in the Products section here to find specific trading hours.
Background:
Available Products
Please see the full list of Stocks and ETFs currently available here.
We will be adding more products, please check our website regularly.
How to set up access for trading on TASE?
You will need to have all your relevant tax information and the Israeli Tax Exemption Form in order to complete the steps.
Step 1: Request Trading Permissions for Israel in Client Portal. Log in to your account, go to the Settings > Account Settings menu and click the “Configure”(gear) icon:
Select “Israel” and complete information concerning your trading knowledge and experience.
On the next page you will see the summary of trading permissions. Please review its correctness and continue.
Depending on your asset classes selection you may be asked to read, sign and acknowledge receipt of Risk disclaimers, disclosures and client agreements. We will confirm that your request has been accepted:
Step 2. Next screens will be a Tax Form collecting relevant tax information. Please complete the form. We will also ask you to confirm if you obtained the Tax Exemption Form:
Step 3. Upon completion of the Tax Form you will see this message:
Step 4. In Client Portal under Pending Tasks (a bell symbol at the top left of your screen) you will now see a task to complete- “To submit the Israel Tax Certificate”. Please upload the document here.
Step 5. Once we received the form and relevant information, you will be able to have access to TASE trading within 3 working days.
Links:
Добавление пользователей (не сотрудников) на частный счет
Overview:
Держатели частных счетов могут добавить несколько пользователей на свой счет IB. Держатель счета может добавить второго пользователя, зарегистрированного под своим именем, чтобы одновременно открывать 2 сессии в TWS (с обычным доступом и для соединения через API). Кроме того, согласно Соглашению об ограниченной доверенности держатель счета может предоставить доступ 5 пользователям, не являющимся сотрудниками – например, членам семьи. Каждому из них также может быть предоставлен доступ второго пользователя.
Каждому новому пользователю будет присвоен уникальный логин для входа в "Управление счетом" и выбранную торговую платформу. Процедура добавления пользователя (не сотрудника) описана ниже (для поиска процедуры добавления второго пользователя для держателей частных счетов введите KB1004).
Background:
Процедура добавления пользователей (не сотрудников):
- Войдите в "Управление счетом".
- Выберите пункт меню Настройки и затем Настройки счета.
- Нажмите на значок шестеренки в разделе Права доступа пользователей.
- Нажмите на значок "+" в правом верхнем углу. Вы увидите страницу Добавить пользователя.
- Процедура добавления пользователя и предоставления прав доступа разделена на несколько этапов. Выполнив текущий этап, нажмите Продолжить для перехода на следующую страницу. Если Вы хотите внести изменения в предыдущем этапе, нажмите Назад.
- На первой странице введите данные пользователя, включая логин, пароль, имя, отношение к владельцу основного счета и адрес эл.почты.
- На следующем этапе Вы можете выбрать роль пользователя из сохраненных. Роли пользователя автоматически предоставляют новому пользователю набор ранее настроенных прав доступа. Выбрав роль, Вы можете пропустить все дополнительные окна и перейти на страницу предпросмотра.
- Дальше Вы можете предоставить новому пользователю права доступа к определенному набору функций, сгруппированных по аналогии с главным меню "Управления счетом": Настройки пользователя, Торговля, Отчетность, Финансирование и Настройки счета. В каждом окне отметьте функции, доступ к которым Вы хотели бы предоставить.
- На последней странице Вы сможете заново просмотреть всю пользовательскую информацию, включая права доступа. Предоставляемые новому пользователю права отмечены зеленым; остальные права отображаются зачеркнутыми. Если данные верны, нажмите Продолжить . Для внесения изменений нажмите Назад .
- Если Вы не подключены к "Системе безопасного входа" с двухфакторной аутентификацией, Вам на почту придет письмо с кодом подтверждения. Введите полученный по эл. почте код и нажмите Продолжить. Если вы не получили письмо, нажмите Запросить код подтверждения для отправки нового письма с кодом на Ваш эл. адрес.
- Для сохранения нового пользователя нажмите "OK", после чего он появится на панели "Пользователи" и в окне "Пользователи и права доступа", а также на панели "Пользователи и права доступа" в "Управлении счетом".
ВАЖНО ЗНАТЬ:
1. Согласно требованиям к поставщикам рыночных данных, основному пользователю счета будет начисляться дополнительная комиссия за подписку на рыночные данные за каждый добавленный счет пользователя.
2. Держатели счета могут удалить счет пользователя нажав на ссылку удалить рядом с именем пользователя в Настройках счета в пункте меню Пользователи и права доступа.
How to solve: "Another user is running Tax Optimizer"
Background:
How do I launch the Tax Optimizer?
You can launch Tax Optimizer from the Client Portal, section Home > Reports > Tax. Once you have selected a Day, click on Launch Tax Optimizer. For additional details, please consult the Client Portal User Guide
Requirements:
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Tax Optimizer requires the presence of a Java Runtime Environment (JRE) installed on your machine. Should you not have a JRE installed, please go to the web page java.com and install the latest one by clicking the button "Free Java Download". Please follow the instructions on the Java download page to complete the installation.
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Your operating system should be configured to open the .jnlp files within the Java Runtime Environment. This configuration should be automatically set during the JRE installation. If, for some reason, the file association is broken, we recommend to reinstall the JRE to instate it again.
How to overcome the error message "Another user is running Tax Optimizer"?
1. Log in to the IBKR Client Portal
2. Click the "Profile icon" in the upper right corner of the IBKR Client Portal and click on Log Out
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3. Continue selecting one of the two options according to your operating system:
a. Press CTRL + ESC on your keyboard
b. Start directly typing the word "Java" and then click on Configure Java from the search results
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c. In the Java Control Panel, click on Settings...
d. Click on the Delete Files...
e. This will open Delete Files and Applications window. Check all options listed, then click on OK
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f. Once you have cleared your Java cache, log back into the Client Portal and try launching Tax Optimizer again. You should now be able to open the application. If you are still not able to launch the Tax Optimizer and you receive the same error as before (Another user is running Tax Optimizer), please perform the additional steps below:
g. Press the key combination Win(Windows Key) + E and navigate to the directory: C:\Users\<your windows user>\ibto
h. Select all files in the ibto folder, right-click on the selection and choose Send to > Compressed (zipped) folder. The zipped file will be created in the same ibto directory
i. Compose a New Ticket in the Message Center, informing us of this issue. Please attach the Zip file you created at the previous step (h.) to your ticket
a. Click on Apple icon on the top left and select System Preferences
b. Click on the Java icon located at the bottom to open the Java Control Panel
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c. In Java Control Panel, navigate to Web Settings > Temporary Files Settings, then click on Delete Files
d. This will open the Delete Files and Applications window. Check all options listed, then click on OK
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e. Once you have cleared your Java cache, log back into the Client Portal and try launching Tax Optimizer again. You should now be able to open the application. If you are still not able to launch the Tax Optimizer and you receive the same error as before (Another user is running Tax Optimizer), please perform the additional steps below:
f. Press the key combination CMD + SHIFT + H, then go to folder ibto
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g. Select all files in the ibto folder, right-click and select Compress 6 Items. The zipped folder will be created in the same directory
h. Compose a New Ticket in the Message Center, informing us of this issue. Please attach the Zip file you created at the previous step (g.) to your ticket
References:
IBKR Securities Class Action Recovery
Overview:
The Securities Class Action Recovery solution is an automated service that removes the administrative burden of participating in a securities class action lawsuit. There is no upfront fee to subscribe to this service, but all recovered amounts are subject to a 20% contingency fee, as detailed in the Terms & Conditions.
Who can participate in the IBKR Securities Class Action Recovery service?
IBLLC clients can participate in the service if they are eligible to trade US or Canadian stocks or bonds, hold an individual, joint or separate trading limit (STL) account with IBKR, or are a client of a fully disclosed introducing broker (IBroker) or a client of a Financial Advisor.
How do I enroll in IBKR Securities Class Action Recovery service?
Eligible clients can quickly and easily enroll or leave the service at any time by logging in to Client Portal and clicking the Settings > Account Settings menu. Click the "Configure" icon next to Securities Class Action Recovery to review the Terms & Conditions, subscribe to or unsubscribe from the service.
Eligible clients can quickly and easily enroll or leave the service at any time by logging in to Client Portal and clicking the Settings > Account Settings menu. Click the "Configure" icon next to Securities Class Action Recovery to review the Terms & Conditions, subscribe to or unsubscribe from the service.
How does the IBKR Securities Class Action Recovery service work?
Once enrolled, IBKR will notify you when a security you bought or sold is subject to a class action lawsuit and inform you of when a claim is filed. Any monetary compensation received in connection to your claim will be electronically deposited to your IBKR account. Please note that there could be a considerable amount of time between filing a claim and receiving compensation.
Once enrolled, IBKR will notify you when a security you bought or sold is subject to a class action lawsuit and inform you of when a claim is filed. Any monetary compensation received in connection to your claim will be electronically deposited to your IBKR account. Please note that there could be a considerable amount of time between filing a claim and receiving compensation.
Is there a fee to participate in the IBKR Securities Class Action Recovery service?
There is no upfront fee to subscribe to the service. However, all recovered amounts are subject to a 20% contingency fee deducted from the recovered funds. Please refer to the service's Terms & Conditions for details.
There is no upfront fee to subscribe to the service. However, all recovered amounts are subject to a 20% contingency fee deducted from the recovered funds. Please refer to the service's Terms & Conditions for details.
What happens if I unsubscribe from the IBKR Securities Class Action Recovery service while a lawsuit is active?
You are eligible to receive compensation for any settled claims as long as your activity and holdings for involved securities were transmitted to our service provider before you unsubscribed from the service. If you unsubscribe from the IBKR service and sign up with a third-party vendor, a duplicate claim may occur. To avoid rejected claims due to duplicate submissions please email us at proserve@ibkr.com to let us know which claim filing you would like to prevail.
You are eligible to receive compensation for any settled claims as long as your activity and holdings for involved securities were transmitted to our service provider before you unsubscribed from the service. If you unsubscribe from the IBKR service and sign up with a third-party vendor, a duplicate claim may occur. To avoid rejected claims due to duplicate submissions please email us at proserve@ibkr.com to let us know which claim filing you would like to prevail.
ASIC OTC Derivative Transaction Rules (Reporting) (“DTR”) and LEI Information
Background
ASIC Over the Counter (“OTC”) derivatives reporting regulations are designed to make the OTC derivatives markets more transparent by requiring counterparties to these transactions to report trades, positions, collateral and valuations to a derivative trade repository (trade repositories). All counterparties with reporting obligations under the DTRs must have a Legal Entity Identifier (“LEI”) in order to report. However, only IB Australia (“IBAU”) clients who have been permitted to trading in these OTC products and are operating as non-individual entities (e.g. corporations, corporate trusts, etc) are required to have an LEI.
An OTC derivative is a derivative that is not traded:
a) on a financial market that is:
subject to ASIC supervision under Pt 7.2A of the Corporations Act (such as ASX 24);
registered by the US Commodity Futures Trading Commission as a ‘designated contract market' under s5h of the Commodity Exchange Act 1936 (US); or
a regulated market’ as defined in Article 4(1)(21) of the Markets in Financial Instrument Directive 2014/65/EU (MIFID 11); or
b) on certain regulated markets (referred to as ‘regulated foreign markets’) that ASIC has determined are subject to sufficiently equivalent requirements and supervision.
For more details please refer to:
https://asic.gov.au/regulatory-resources/markets/otc-derivatives/frequently-asked-questions/
An example of an OTC products for IBAU clients are the IBAU issued CFDs (Contracts for Difference).
All IBAU clients who are subject to the DTR regulations and who require an LEI will see the LEI Election form upon logging into Account Management. Note that you will only see the LEI Form once upon logging into Account Management; once you make your election, you will not see the form again upon subsequent Account Management logins.
Who is Subject to the DTR Regulation?
All IBAU clients operating as non-individual accounts (e.g. corporations, corporate trusts, etc.) are required to comply with DTR obligations. In this context, non-individual means any account which is owned by one or two individuals as stated in the account title. Individual accounts in the name of a single person are not subject to DTR and so will not have access to this page.
Original LEI Elections
If you are subject to the DTR regulations and are an entity or corporate client and have not already made your LEI election, when you log into Account Management, you will be prompted to do so.
If you have an IBAU account; you can elect to:
- Instruct us to apply for LEI on your behalf. You will be prompted to fill out a simple form and sign an agreement. Obtaining an LEI can take up to three days.
- Provide your LEI, which you have already obtained. You will be prompted to enter your LEI.
- Do nothing (you do not have an LEI and you are not subject to the DTR regulation).
NOTE: THE INFORMATION ABOVE IS NOT INTENDED TO BE A COMPREHENSIVE OR EXHAUSTIVE GUIDANCE AND IT IS NOT A DEFINITVE INTEPRETATION OF THE REGULATION BUT A SUMMARY OF THE ASIC DERIVATIVE TRANSACTION REPORTING.
I am not receiving text messages (SMS) from IBKR on my mobile phone
Background:
Once your mobile phone number has been verified in the Client Portal, you should immediately be able to receive text messages (SMS) from IBKR directly to your mobile phone. This article will provide you with basic troubleshooting steps in case you are unable to receive such messages.
1. Activate the IBKR Mobile Authentication (IB Key) as 2-Factor security device
In order to be independent of wireless/phone carrier-related issues and have a steady delivery of all IBKR messages we recommend to activate the IBKR Mobile Authentication (IB Key) on your smartphone.
The smartphone authentication with IB Key provided by our IBKR Mobile app serves as a 2-Factor security device, thereby eliminating the need to receive authentication codes via SMS when logging in to your IBKR account.
Our IBKR Mobile app is currently supported on smartphones running either Android or iOS operating system. The installation, activation, and operating instructions can be found here:
2. Restart your phone:
Power your device down completely and turn it back on. Usually this should be sufficient for text messages to start coming through.
Please note that in some cases, such as roaming outside of your carrier's coverage (when abroad) you might not receive all messages.
3. Use Voice callback
If you do not receive your login authentication code after restarting your phone, you may select 'Voice' instead. You will then receive your login authentication code via an automated callback. Further instructions on how to use Voice callback can be found in IBKB 3396.
4. Check whether your phone carrier is blocking the SMS from IBKR
Some phone carriers automatically block IBKR text messages, as they are wrongly recognized as spam or undesirable content. According to your region, those are the services you can contact to check if a SMS filter is in place for your phone number:
In the US:
- All carriers: Federal Trade Commission Registry
- T-Mobile: Message Blocking settings are available on T-Mobile web site or directly on the T-Mobile app
In India:
- All carriers: Telecom Regulatory Authority of India
In China:
- Call your phone carrier directly to check whether they are blocking IBKR messages
References:
- How to login using SMS authentication
- Overview of Secure Login System
- Information and procedures related to Security Devices
- IBKR Mobile Authentication
