Как использовать обратный звонок для получения кода аутентификации

Background: 

 Если Вы активировали двухфакторную аутентификацию по SMS, то можете использовать для получения кодов аутентификации обратный голосовой звонок. Статья содержит пошаговые инструкции для настройки обратного голосового звонка для авторизации на наших платформах.

 

Как использовать обратный голосовой звонок
 
Вы можете выбрать голосовой звонок, если не получили код аутентификации. Тогда Вы получите код с помощью автоматического обратного голосового вызова. Следуйте инструкциям для платформы, в которую хотите войти.
 

 

Портал клиентов

1. Нажмите на "Не получили код безопасности?" (Didn't receive a security code?).

2. Из двух вариантов выберите "Голосовое сообщение" (Voice) и дождитесь звонка.

3. Вызов должен начаться в течение минуты. Будьте готовы записать код, который услышите по телефону.

 

TWS

1. Нажмите "Запросить новый код безопасности" (Request new Security Code).

2. Из двух вариантов выберите "Голосовое сообщение" (Voice) и нажмите OK. Дождитесь звонка.

 3. Вызов должен начаться в течение минуты. Будьте готовы записать код, который услышите по телефону.

Примечание. Функция голосового вызова доступна только в последней и бета-версии TWS.

 

IBKR Mobile – iOS

1. Нажмите "Запросить новый код" (Request New Code).

2. Из двух вариантов выберите "Голосовое сообщение" (Voice) и дождитесь звонка.

 3. Вызов должен начаться в течение минуты. Будьте готовы записать код, который услышите по телефону.

 

IBKR Mobile – Android

1. Нажмите "Запросить новый код безопасности" (Request New Security Code).

2. Из двух вариантов выберите "Голосовое сообщение" (Voice) и дождитесь звонка.

 3. Вызов должен начаться в течение минуты. Будьте готовы записать код, который услышите по телефону.

 

Справка:

 

Совместное использование устройства безопасности

Overview: 

IBKR разрешает клиентам иметь несколько пользователей на одном счете или для группы счетов под их управлением.  Клиенты, которые не желают иметь несколько физических устройств безопасности, могут использовать одно устройство для нескольких пользователей. Что для этого нужно описано ниже.

Примечание. Данные инструкции не относятся к клиентам, которые используют аутентификацию с помощью IBKR Mobile (IB Key), поскольку активировать несколько пользователей для IB Key можно прямо в приложении IBKR Mobile (на странице Аутентификация -> Добавить пользователя). 
 
Background: 

Что нужно

Совместно использовать физическое устройство безопасности можно, только если соблюдены ВСЕ указанные ниже условия:

a) Пользователи относятся к одному и тому же лицу или к разным лицам, у которых одинаковые идентификационные данные (дата рождения, гражданство, страна проживания, тип и номер удостоверения личности или номер соц. страхования для граждан и резидентов США). 

b) Пользователи в настоящее время НЕ ИМЕЮТ временных устройств безопасности (временного кода, онлайн-карты кодов безопасности).

c) Для совместного использования должно быть выбрано физическое устройство с самым высоким уровнем защиты. В случае если все устройства имеют одинаковый уровень защиты, можно использовать любое из них. Узнать уровень защиты устройства можно в таблице ниже:

Уровень защиты

Название устройства

Изображение

Самый высокий Цифровая карта безопасности+ (ЦКБ+)
Самый низкий Карта кодов безопасности (SLS-карта)
 
 

Инструкция:

1. Выберите среди участвующих пользователя, чье устройство имеет самый высокий уровень защиты. Мы будем обозначать этого пользователя как "владелец устройства".

2. Зайдите на "Портал клиентов" под именем запрашивающего пользователя (НЕ владельца устройства).

3. Нажмите на иконку меню в левом верхнем углу и выберите Настройки (Settings), затем Настройки пользователя (User Settings).
 
 4. Нажмите на значок шестеренки (настройки) рядом с пунктом Система безопасного входа (Secure Login System).
 
5a. Если у этого пользователя нет активных устройств, на экране будет показано меню для активации системы безопасного входа. Выберите вариант "У меня уже есть доступ к устройству безопасного входа через другое имя пользователя" (I already have access to a Secure Login Device under a different username) и нажмите Далее.
 
5b. В остальных случаях на экране отобразится список устройств. Нажмите на Совместное использование устройства (Share Device).
 
6. Введите учетные данные владельца устройства, выбранного в пункте 1, и нажмите Далее.

 
7. В зависимости от выбранного устройства безопасного входа, на экране отобразится защитный элемент (проверочный код или два проверочных номера). Используйте устройство безопасного входа и защитный элемент, чтобы сгенерировать ответный код. Введите ответный код в соответствующее поле и нажмите Далее.
 
8. Проверьте данные и нажмите Далее.

 
9. На экране отобразится статус Вашего запроса (см. Примечание a). Для завершения нажмите OK.

 

ПРИМЕЧАНИЯ:

a. В подавляющем большинстве случаев запрос будет принят, обработан и одобрен автоматически. Если требуется одобрение отдела правового контроля, до его выполнения запрос будет в статусе ожидания.

b. После одобрения запроса храните неиспользуемые устройства в безопасном месте. Возможно, в будущем Вы захотите отменить совместное использование устройства и заново их активировать. Если Вы не хотите хранить эти устройства, Вы можете вернуть их (только ЦКБ+), следуя инструкциям на странице:
 

c. Ниже перечислены самые распространенные сообщения об ошибках и их причины:

- Более низкий уровень защиты: эта ошибка возникает, если в качестве совместного устройства выбрано не самое безопасное устройство. Определите самое безопасное устройство и используйте его.

- Разные идентификационные данные:
Эта ошибка вызвана тем, что идентификационные данные юр./физ. лиц, желающих совместно использовать устройство, не совпадают. Если пользователи принадлежат разным организациям/лицам, то совместное использование устройства невозможно.
Если пользователи принадлежат одному и тому же юр./физ. лицу, несовпадение данных может быть связано с тем, что в системе сохранены устаревшие данные. В этом случае обратитесь в нашу службу поддержки для предоставления верных данных.

 

 Справка:
  • Общие сведения о системе безопасного входа: KB1131 или ibkr.com/sls 
  • Двухфакторная система на нескольких устройствах (M2FS): KB2895
  • Совместное использование устройства безопасного входа двумя или более пользователями: KB2481
  • Как повторно присоединиться к "Системе безопасного входа": KB2545
  • Меры предосторожности при отказе от "Системы безопасного входа": KB1198
  • Взимается ли плата за использование устройств безопасности? KB1861
  • Устранение проблем при входе в "Портал клиентов": KB1132
  • Устранение проблем при входе в торговую платформу: KB1133

 

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.

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.

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.

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.

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 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:

 

IB Key Challenge / Response method and missing notifications

In case your smartphone is unable to receive IB Key notifications, you can still complete the login process using the IB Key Challenge/Response method, described on the following pages (according to your device operating system):

The same information applies to you if your phone has no Internet connectivity (you are in roaming, out of coverage, without an active mobile data plan, etc.)

If your smartphone is unable to receive IB Key notifications despite having Internet connectivity, we recommend you to perform the steps outlined in IBKB3234.

 

TWS / IB Gateway and their interaction with Proxy servers

Table of contents

 

Configuration instructions
  1. Can the TWS / IB Gateway operate through a Proxy server and how?
  2. If I use a SOCKS Proxy server, do I need to configure the TWS / IB Gateway?
  3. If I use a SOCKS Proxy server, do I need to configure the client machines where TWS / IB Gateway runs?
  4. If I use a Web (HTTP) Proxy server, do I need to configure the TWS / IB Gateway?
  5. What alternatives do I have in case I cannot implement a proxy solution on my network?
Common issues
  1. Your computer is set up to use a Proxy but there is no actual Proxy running on the network
Technical Background
  1. What is a Proxy server?
  2. Which types of Proxy servers are commonly used and where?

 

Configuration instructions

1. Can the TWS / IB Gateway operate through a Proxy?

Upon start-up and as well during the run-time The TWS / IB Gateway needs to establish and maintain direct network connections to our gateways and market data servers1. Such connections are created from random local TCP ports (above 1024) and are directed to TCP ports 4000 (or TCP 4001 if you tick the "Use SSL checkbox" within the TWS login screen).  Since those are not HTTP connections, they cannot be serviced by a Web (HTTP) Proxy. They can only be serviced by a SOCKS Proxy.

From within the TWS interface, you can access several external services, such as IBKR Client Portal, Statements, Contract details, Bond Search... Those services, being Web based, can be accessed through a Web (HTTP) Proxy (see section 6 for details and configuration) or through a SOCKS Proxy (see sections 4. and 5. for details and configuration). 

 

2. If I use a SOCKS Proxy server, do I need to configure the TWS / IB Gateway?

The TWS / IB Gateway does not contemplate an option for SOCKS proxy forwarding and hence does not have a place where an explicit SOCKS Proxy host/port can be configured. This does not mean that the TWS / IB Gateway cannot work with a Proxy. It simply means that the TWS / IB Gateway is unaware of the underlying SOCKS proxy set up (proxy-agnostic).

Important Note: While it is impossible for us to determine whether a Proxy is enabled on your network, we assure you that all IBKR platforms, including the TWS, do not impact nor influence your network configuration.

 

3. If I use a SOCKS Proxy server, do I need to configure the client machines where TWS / IB Gateway runs?

The connections started by the TWS / IB Gateway can be redirected to a SOCKS (Application) Proxy through a specific client machine setup. We mention some of them below. Please note, that the final decision is yours and none of the below suggestions can be recommended by us as best adapted to your setup and requirements.

3a. Using a Proxy Client software installed on the client machine where TWS / IB Gateway is running

With this setup the Proxy client will intercept the connections (not only HTTP but for other ports as well) initiated by the TWS / IB Gateway and redirect them to a SOCKS proxy server. . The typical benefits of a transparent proxy include a standard enterprise
configuration where all clients routed to the internet will always be filtered and protected no matter what the end users do, or change, on their machines and the added benefit of reduction in typical user’s client-proxy configuration troubleshooting.

3b. Using a so-called Proxifier

This configuration is very similar to the one at point 5a with the only difference that the Proxifier software can be set to redirect to a Proxy all the request started by a specific process (e.g. C:\Jts\tws.exe ; C:\JTS\ibgateway\XYZ\ibgateway.exe), hence instating a process level packet
forwarding instead of a port level forwarding. This set up allows handling environments where different proxy servers are used for different applications or where you would like to address a specific application requirement without modifying/disrupting the connectivity schema for other software installed. The advantage of this solution is a minimal maintenance since the connectivity schema is bound to the process and not to the hosts/ports.

3c. Using specific network routing on client machine

With this setup you can modify the client machine standard network routes, adding new ones in order to forward packets with specific destinations (e.g. Order routing and Market Data servers1) to a different gateway.
This gateway will then be in charge of routing those request to the destination hosts. This solution has as well the benefit of not modifying/disrupting the connectivity schema for other software installed but usually require more maintenance on the gateway and on the client machined in case the IP of the destination servers are changed or in case new servers are added.

 

4. If I use a Web (HTTP) Proxy server, do I need to configure the TWS / IB Gateway?

If the Workstations on your local network access the Web content through a Web (HTTP) Proxy, you need to specify the Web Proxy IP Address and port. To do this, click on More Options at the bottom of the TWS Login Screen, and enter your Proxy server details in the fields Host and Port (see Figure 1 below). The same fields are present in the IB Gateway Login Screen.

Figure 1.

The Web Proxy you set there will ONLY be used to fetch the web content accessible from within the TWS (e.g. Client Portal, Statements, Product Details, etc.)

 

5. What alternatives do I have in case I cannot implement a proxy solution on my network?
In this case you might orient yourself towards a different type of access to the IBKR infrastructure, which includes a special connection type and a FIX/CTCI engine setup. This setup would, on the other hand, have different requirements as well in terms of commissions2.  

 

Common Issues

6. What happens if the proxy configuration on your computer is wrong or outdated?

Occasionally, a third-party software, even if already uninstalled, may left behind a SOCKS proxy configuration on your computer. This may also happen if your computer has been infected with malware. In such cases, the proxy server, although configured, is actually non-existent or not accessible on the network. In such scenarios, the TWS will show an error message (e.g. No Internet Connectivity) and/or start the "Connection attempt #" loop upon login. The same will happen if the Proxy server exists but it has not been correctly configured on the client machines.

6a. How can I correct the proxy configuration if wrong?

When applicable, we recommend you to always consult the IT / Networking team of your company first and ask for guidance.

If you are autonomously managing your network, please follow the instructions below according to the Operating System of your machine/s:

Windows

W.1 Press CTRL+S to open the Windows search

W.2 Type Proxy Settings and press Enter

W.3 If no Proxy is present on your network, make sure the switch "Use a proxy server" is deactivated (see Figure 2 below). If a Proxy server is active on your network, make sure the Address (or hostname) and Port are correctly defined.

Figure 2.

 

Mac

M.1 Click on the Apple icon at the top left corner of the screen and select System Preferences

M.2 Click on Network

M.3 Select the Network connection you are using to access the Internet (e.g. Wi-Fi) and click on it

M.4 Click on the Advanced button and then on the Proxies tab

5. If no Proxy is present on your network, make sure all the checkboxes (SOCKS Proxy, Web Proxy, Secure Web Proxy) are deactivated (see Figure 3 below). If a Proxy is present on your network, make sure the Protocol, Address (or hostname) and Port are correct.

Figure 3.

 

7. You are using Public proxies and proxy chains to hide your presence or identity

There are public proxy and proxy chains services purposed to disguise or hide the identity and the activity of the subscriber or to bypass regional restrictions. One of the most famous of such services is the "Tor" network.

While those services may not necessarily be used for criminal purposes, they render the subscriber traceability very difficult when not impossible. Since IBKR is obliged by the financial industry regulators to maintain records of trading activities and trade initiators, we do not allow our clients to reach our systems while using an anonymizing service. If you are using such service, your TWS connection attempts will be automatically rejected by our gateways.

 

Technical Background

8. What is a Proxy Server?

A Proxy Server usually acts as a gateway and as a barrier between your local network and the Internet. The Proxy listens for outgoing connection requests from the internal workstation/s and forwards them to the desired target host or service on the Internet. When the target replies to such requests, the Proxy takes care of routing the incoming responses back to the internal workstation/s that initiated the process.

Being the Proxy the only machine of your network actually accessing the Internet, it prevents the other machines and the internal segment of your network (LAN) from being accessible by external actors and hence from being exposed to threats and intrusion attempts.

Additionally, a Proxy server can offer a variety of other services such as web content caching and filtering.

 

9. Which types of Proxy servers are commonly used and where?

Proxy server are commonly found within enterprise-grade networks. In the vast majority of cases proxies are not used by individuals since private broadband connections are established through consumer-grade routers that already offer built-in proxy/firewall solutions. An exception is represented by public proxy or proxy chains discussed in details in the section You are using Public proxies and proxy chains to hide your presence or identity

There are two main types of Proxy servers:

9a. Web (HTTP) Proxies

The HTTP (Hypertext Transfer Protocol) defines the rules and the standards for fetching Web content from a Web server and rendering such content on your Web Browser.

A Web Proxy handles only the routing of HTTP requests and HTTP responses. Those requests are transparently generated and sent by your browser whenever you access a Web page.  Such requests are normally sent using specific ports (TCP 80 and TCP 443), hence a Web Proxy usually listens for outgoing HTTP requests coming from your internal network (LAN) only on the TCP ports mentioned above.

9b. SOCKS Proxies

SOCKS (Socket Secure) Proxies are designed to handle any type of traffic (not only HTTP/S traffic), generated by any protocol or program (including Trader Workstation).

 

Notes

1. More information about the servers accessed by the TWS are available in IBKB2816.

2. For an overview of the different special connection options and related requirements, please click here.
For an overview of the FIX infrastructure, please click here

 

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:
  • 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.
  • 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
 
3. Continue selecting one of the two options according to your operating system:

 

If you use Windows

a. Press CTRL + ESC on your keyboard
 
b. Start directly typing the word "Java" and then click on Configure Java from the search results
 
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
 

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
 
 
 

If you use Mac OS

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
 
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
 

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
 
g. Select all files in the ibto folder, right-click and select Compress 6 ItemsThe 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:

 

How to fix the "Cannot create ... file" error during TWS installation on MacOS

Background: 

The filesystem permissions are controlled by your machines operating system. One of their functions is to secure your files, preventing unauthorized access or undesired modifications to the system and to your personal data.   

Some software on your computer may modify or override the permissions assigned by the operating system. Under certain circumstances, this prevents the TWS installer from accessing the folder where the application core files have to be created (/users/youruser/home/Applications). In such cases, the TWS installation usually displays the error "Cannot create ... file. Shall I try again?"

In this article we explain how to reset the filesystem permission of the "Applications" folder located under your user home folder in order to allow a smooth run of the TWS installation.
 

Procedure:

 
1. On your keyboard, press ⌘CMD + ⇧Shift +H to open your home folder
 Figure 1
 
2. Select the folder "Applications" within your home folder and press ⌘CMD + I to open the Info panel
 Figure 2
 
2. At the bottom right of the panel, click on the padlock
 Figure 3
 
3. To unlock the permissions panel, enter your MacOS credentials and click OK
 Figure 4
 
4. In the line correspondent to "everyone", click on "No Access" (Figure 5) and then select "Read & Write" (Figure 6)
 Figure 5                                                                            Figure 6
 
 
5. Click on the icon bellow the permissions panel and select “Apply to enclosed items..."
 Figure 7
 
6. Now run the TWS installer and click on Next> until you complete the installation
 Figure 8

7. Once the installation has completed successfully, repeat the previous steps from 1. to 5. setting back the permissions of “everyone” to “Read Only” to revert your changes to the initial status

 

 

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:

Android: KB2277
iOS: KB2278

 

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:

  • Call your phone carrier directly to check whether they are blocking IBKR messages

 

References:

 

Документация о хостах и портах IBKR

Background: 

TWS подключается к серверам IBKR через порты 4000 и 4001 в случае применения протокола SSL; программа не будет работать через другие порты. При использовании прокси-сервера входящий и исходящий порты должны быть открыты для корректной работы TWS.

Ниже Вы найдете перечень всех шлюзов, а также сопряженные конечные хосты, которые могут потребоваться TWS при работе с нашими службами. Необходимо разрешить к ним доступ.

Самый простой способ диагностики соединения – это использовать проверочную страницу IBKR, которая произведет динамический тест Вашего подключения к нашим основным торговым и информационным серверам торговли и рыночных данных. Если результат – "Успешно" ("Success"), то Вам не нужно ничего делать. Если же отобразится сообщение об ошибке ("Failure"), мы рекомендуем добавить исключение для новых хостов в конфигурацию Вашей сети или проверить настройки.

Примечание. Если в Вашем браузере используется прокси, то тест может дать ложноположительный результат. В таком случае (или если Вы не знаете настроек своей сети) обратитесь к своему сетевому администратору, который сможет произвести ping- и telnet-тесты нижеуказанных хостов, чтобы подтвердить соответствие требованиям подключения.

Спецификации:

"ПОРТАЛ КЛИЕНТОВ" И САЙТ

ПРОДУКТ/РЕГИОН

СЕРВЕР (ХОСТ)

ПОРТЫ1

САЙТ IBKR – АМЕРИКА

www.interactivebrokers.com

443

САЙТ IBKR – КАНАДА

www.interactivebrokers.ca

443

САЙТ IBKR – ВЕЛИКОБРИТАНИЯ

www.interactivebrokers.co.uk

443

САЙТ IBKR – ИНДИЯ2

www.interactivebrokers.co.in

443

САЙТ IBKR – ЯПОНИЯ2

www.interactivebrokers.co.jp

443

САЙТ IBKR – ГОНКОНГ2

www.interactivebrokers.com.hk 443

САЙТ IBKR  – КИТАЙ2

www.ibkr.com.cn 443

САЙТ IBKR WEBSITE – АВСТРАЛИЯ

www.interactivebrokers.com.au 443

ПОРТАЛ КЛИЕНТОВ – ВОСТОК

gdcdyn.interactivebrokers.com

443

ПОРТАЛ КЛИЕНТОВ – ЦЕНТРАЛЬНЫЙ

cdcdyn.interactivebrokers.com

443

УЗЕЛ АВАРИЙНОГО ВОССТАНОВЛЕНИЯ

www.ibgdr.com 80

1. Стандартное подключение: порт TCP 80 | SSL-подключение: порт TCP 443.

2. Данный хост сервера IB не поддерживает ping-запросы.

Важное примечание. Подключаясь к "Порталу клиентов" через корпоративную сеть, использующую оборудование балансировки нагрузки, Вы можете столкнуться с ошибками об истекшей/недействительной сессии и/или отсутствующих данных. Балансировщик разделяет исходящие соединения между несколькими сетевыми интерфейсами для урегулирования загруженности сети. Из-за этого механизма Ваши HTTP-запросы приходят в наши системы с разных IP-адресов, делая Вашу сессию в "Портале клиентов" недействительной. Вы можете решить данную проблему, попросив своего сетевого администратора или отдел информационных технологий настроить Ваш компьютер/устройство для обхода балансировщика нагрузки. Это устранит прерывания сессии и позволит ей оставаться активной.
 

 

TWS ДЛЯ ПК

ИНСТРУМЕНТ/РЕГИОН

ОСНОВНОЙ/РЕЗЕРВ

СЕРВЕР (ХОСТ)

ПОРТЫ


TWS АМЕРИКА – ВОСТОК

ОСНОВНОЙ

ndc1.ibllc.com


4000 / 4001

РЕЗЕРВ

ndc1_hb1.ibllc.com


TWS АМЕРИКА – ЦЕНТРАЛЬНЫЙ

ОСНОВНОЙ

cdc1.ibllc.com


4000 / 4001

РЕЗЕРВ

cdc1_hb1.ibllc.com


TWS ЕВРОПА

ОСНОВНОЙ

zdc1.ibllc.com


4000 / 4001

РЕЗЕРВ

zdc1_hb1.ibllc.com

TWS АЗИЯ

ОСНОВНОЙ

hdc1.ibllc.com

4000 / 4001

РЕЗЕРВ

hdc1_hb1.ibllc.com

TWS АЗИЯ – КИТАЙ3

ОСНОВНОЙ

mcgw1.ibllc.com.cn

4000 / 4001

РЕЗЕРВ

mcgw1_hb1.ibllc.com.cn
TWS АВТО-ОБНОВЛЕНИЕ ОСНОВНОЙ

download.interactivebrokers.com

443

download2.interactivebrokers.com

НАВИГАТОР РИСКА

ОСНОВНОЙ

risk.interactivebrokers.com

443

НАСТРОЙКИ ОБЛАКА TWS

ОСНОВНОЙ

s3.amazonaws.com

443

IB CAM

ОСНОВНОЙ

ndc1.ibllc.com

4000 / 4001

ОТЧЕТЫ ДИАГНОСТИКИ

ОСНОВНОЙ

https://wit1.interactivebrokers.com

443

3. Шлюз выделен для счетов клиентов, прикрепленных к гонконгскому серверу, но физически подключающихся с материкового Китая.

 

 

 

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