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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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.
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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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.
Владельцы счетов, отказавшиеся от "Системы безопасного входа" (Secure Login System, или SLS) IBKR, тем самым поступаются защитой, которую обеспечивает двухфакторная аутентификация. В таком случае мы настоятельно рекомендуем прибегать к альтернативным мерам предосторожности, одной из которых являются ограничения по IP-адресу. Выбирая эту настройку в "Портале клиентов", Вы сообщаете Interactive Brokers, что доступ к Вашим торговым платформам должен осуществляться только с указанного IP-адреса. Если у счета есть несколько уполномоченных трейдеров, то эти ограничения могут устанавливаться индивидуально для каждого из них главным пользователем счета.
Прежде чем устанавливать ограничения по IP-адресу, Вам нужно:
Обращаем внимание, что существуют технологии, позволяющие отображать ложный IP-адрес, и полная защита счета обеспечивается только при использовании двухфакторной аутентификации (ibkr.com/sls).
Если у Вас возникли вопросы, свяжитесь с центром технической поддержки IBKR.
Клиенты, частично отказавшиеся от двухфакторной аутентификации и использующие ее только при доступе к "Порталу клиентов", должны активировать ограничения по IP-адресу, чтобы получить разрешение на торговлю мелкими акциями ("penny stocks").
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.
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.
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.
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.
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:
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.
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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).
Процедура добавления пользователей (не сотрудников):
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 overcome the error message "Another user is running Tax Optimizer"?
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
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:
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:
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.
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:
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.
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:
In India:
In China:
References: