IB程序在安卓設備上的緩存維護

Background: 

該操作能解決多個問題,因為它能完全重置發生故障的IB程序。

 

對於安卓6.0(Marshmallow)及以上的操作系統

  1. 進入手機的設置菜單
  2. 在“手機”板塊下,選擇應用 MOVED TO... 應用管理
    Select Applications  Application Manager
     
  3. 向下滑動并選擇要重置的IB程序。
    Select IB apps
     
  4. 點擊存儲
    Select Storage
     
  5. 點擊刪除數據 MOVED TO... 刪除
    Clear IB app data  Confirm Delete cleared data
     
  6. 確認數據已刪除。
    Confirm data is cleared
     
  7. 點擊存儲旁的返回箭頭
    Presss back from storage
     
  8. 點擊權限
    (如尚未激活,則啟用電話存儲權限)
    Select app permissions  Enable Phone and Storage permissions
     
  9. 重啟手機
  10. 重新打開應用程序

 

 

對於安卓5.0(Lollipop)及之前版本的操作系統

  1. 進入手機的設置菜單
  2. 設備板塊下,選擇應用
    Select Apps
     
  3. 向下滑動并選擇要重置的IB程序。
    IB Apps
     
  4. 點擊刪除數據 MOVED TO... 確認
    Clear App data  Delete app data -> OK
     
  5. 確認數據已刪除
    Confirm Data cleared
     
  6. 重啟手機
  7. 重新打開應用程序


注:如果您已清空了緩存、手動調整了權限并重啟了安卓設備,但問題仍然存在,請聯系IB客戶服務獲取故障排除的進一步幫助。


相關文章:

  • 知識庫文章KB2277IB Key安卓概述
  • 知識庫文章KB2748在安卓上恢復IB Key的流程

 

IB程序在安卓设备上的缓存维护

Background: 

该操作能解决多个问题,因为它能完全重置发生故障的IB程序。

 

对于安卓6.0(Marshmallow)及以上的操作系统

  1. 进入手机的设置菜单
  2. 在“手机”板块下,选择应用 MOVED TO... 应用管理
    Select Applications  Application Manager
     
  3. 向下滑动并选择要重置的IB程序。
    Select IB apps
     
  4. 点击存储
    Select Storage
     
  5. 点击删除数据 MOVED TO... 删除
    Clear IB app data  Confirm Delete cleared data
     
  6. 确认数据已删除。
    Confirm data is cleared
     
  7. 点击存储旁的返回箭头
    Presss back from storage
     
  8. 点击权限
    (如尚未激活,则启用电话存储权限)
    Select app permissions  Enable Phone and Storage permissions
     
  9. 重启手机
  10. 重新打开应用程序

 

 

对于安卓5.0(Lollipop)及之前版本的操作系统

  1. 进入手机的设置菜单
  2. 设备板块下,选择应用
    Select Apps
     
  3. 向下滑动并选择要重置的IB程序。
    IB Apps
     
  4. 点击删除数据 MOVED TO... 确认
    Clear App data  Delete app data -> OK
     
  5. 确认数据已删除
    Confirm Data cleared
     
  6. 重启手机
  7. 重新打开应用程序


注:如果您已清空了缓存、手动调整了权限并重启了安卓设备,但问题仍然存在,请联系IB客户服务获取故障排除的进一步帮助。


相关文章:

  • 知识库文章KB2277IB Key安卓概述
  • 知识库文章KB2748在安卓上恢复IB Key的流程

 

PIN碼設置指南

某些用來登錄您IB賬戶的安全設備在申請或激活時需創建一個數字或字母與數字組合的PIN碼。該PIN碼可提供額外的一層保護,有效防止意外拿到您的設備但又未被授權的個體操作設備。因此,選擇一個您容易記住且別人難以猜到的密碼尤為重要。以下列出了一系列您創建PIN碼時應考慮的指導原則或最佳方案:

• 請勿使用您個人的生日
• 請勿使用您孩子或者任何直系親屬的生日
• 請勿使用您個人或者辦公地址信息,如街道名稱、門牌號碼、郵政編碼
• 請勿使用您身份證件信息(如社保號或者身份證號碼)
• 請勿使用電話號碼
• 對於PIN碼的非數字部分,避免使用您或您的家庭成員或親屬的姓名首字母,或您所在城市的名稱或球隊的名稱
• 避免使用您本人、您的家庭成員或親屬的姓和/或名
• 我們建議在PIN碼中包含大小寫字母和數字
• 要滿足以上要求搆造一個方便記憶的PIN碼,您可以想一個句子,然后將該句子的首字母組合起來。
 


 

Mobile Phone Verification

Introduction

IB requires that clients verify their mobile phone in order to receive account and trade related communication directly via SMS.  Clients who fail to verify their phone will be subject to trade restrictions pending completion of this process. Verification is performed online and the steps for doing so are outlined below.

 

Phone Verification

When completing your Interactive Brokers Account Application, you will see a blue bar at the top of the page that says "CONFIRM MOBILE NUMBER."

You can click on that bar any time during steps 1-4.   Once you do, you will see this window:

Once you have entered your full number, it will be recognized and a confirmation message is sent immediately.  Validate your phone number by entering the SMS Code received in the Confirmation Code field and click Submit.

If you are unable to do this during the application process, you can always confirm it on the Application Status page

 

Please consider the following as certain restrictions may apply:

  • SMS messages may be blocked if you participate in your Countries NDNC (National Do Not Call) registry.
  • Due to fraud prevention measures, virtual number providers may be blocked.
  • Some carriers may restrict the Hours of delivery for SMS messages.

 

Multiple 2Factor System (M2FS)

Overview

This page covers specific points on what the Multiple 2Factor System (M2-FS) is and how it functions. For general questions on the Secure Login System, please refer to KB1131.

 

Table of contents

 

What is M2-FS?

M2-FS allows any client to maintain more than one active security device at the same time. No more do you have to pick and choose whether you prefer to use a physical security device or the IB Key app as either can be used interchangeably.

 

Back to top 

Activation

For any clients with an active security device, any further device activation will result in both devices remaining active.

I currently use the Security Code Card / Digital Security Card+: Clients who currently use a physical security device, simply need to download and activate the IB Key app. Refer to the directions for Android and iOS for details.

I currently use the IB Key app: Clients who currently use the IB Key app and qualify for the Digital Security Card+, can proceed to login to Account Management and request said device1 by navigating to Manage Account -> Security -> Secure Login System -> Security Device.

 

1: The DSC+ is available to accounts with a balance greater than USD 500,000. If your account is below this limit you would need to call Customer Service to be able to request the Security Code Card.

 

Back to top  

Operation

Once you have both a Physical device and the IB Key app enabled, M2-FS is represented by a drop-down menu upon login. You can now choose the device you wish to authenticate with.

  1. Enter your username and password into the trading platform2 or Account Management login screen and click Login. If correct, a drop down option will allow you to Select Second Factor Device:

    TWS:
    TWS Login -> Select Two Factor Device

    Account Management:
    Acct Mgmt Login -> Select Second Factor Device
     
  2. Once you select a security device, you will now be presented with the corresponding screen for authentication. Refer to the directions for:

    - IB Key (iOS) 
    - IB Key (Android)
    - Security Code Card
    - Digital Security Card+
     
  3. If authentication succeeds, the Log-in will now automatically proceed.

    TWS:
    TWS Login completes after two factor authentication

    Account Management:
    Ascct Mgmt Login completes after two factor authentication

 

 

2: Requires TWS Build 966 and above.

 

Back to top

Withdrawal limits

The device used to authenticate your withdrawal, will dictate the withdrawal limit at that time. See details below:

Security Device
used for Withdrawal

Maximum Withdrawal
Per Day

Maximum Withdrawal
in Five Business Days

Security Code Card USD 200,000 USD 600,000
IB Key App USD 200,000 USD 600,000
Digital Security Card3 USD 1,000,000 USD 1,500,000
Alpine Device3 USD 500,000 USD 1,500,000
Digital Security Card+ Unlimited Unlimited
Gold Device3 Unlimited Unlimited
Platinum Device3 Unlimited Unlimited

3: Represents a legacy device that is no longer issued.

 

For example if you have both the IB Key app and the Digital Security Card+ enabled and need to withdrawal more than USD 200,000, you can use either device to login to Account Management but will be required to use the Digital Security Card+ to authenticate your withdrawal request.

 

Back to top

Benefits

M2-FS provides even more flexibility to IB's Secure Login System by allowing you to choose what security device you want to authenticate with. In addition to the convenience of using a device which is trusted and routinely accessible, you can eliminate delays associated with authenticating at times a trade needs to be entered quickly.

 

Back to top 

IB Key as a 2-Factor Solution

Overview: 

At IB, we are committed to protecting your account through the use of 2-Factor log in protection. With 2-factor protection, account access is provided through use of "Something you Know" (i.e. entry of user name and password combination) along with "Something you Have" (i.e., a tool which generates a random code to be entered after the user name and password).  This 2-Factor protection is intended to mitigate the risk of online hackers (who've acquired your password via malware or social engineering) accessing your account.

While IB offers multiple 2-Factor options, the IB Key is generally viewed as the most convenient to access and operate. Outlined below are some of the convenience factors offered by this app.

 

1. Always Available: 
Your smartphone is always with you, as well as your tool to grant you secure access to your IB account

2. Convenient:
No additional devices to carry, track and watch out for. In the event of loss or change of phone, the IB Client Services can assist you to get the app back up and running at a moment’s notice.

3. Quick Activation:
A couple of minutes within the download of the app, you can already use it to authenticate into your account.

4. No Shipping, Delivery or Return:
No delivery delays, no return of devices with depleted batteries. A quick download suffices.

5. Secure, but quick and No-Hassle Login with our Seamless Authentication:
When logging into the Trading Platforms or the Account Management, you only need to enter your username and password - the IB Key will send you a notification to bring up the app, which will allow you to login with the simple entry of a PIN (Android) or the scan of your fingerprint (iOS).

6. Allows for multiple users to authenticate with the same app:
If you have one security device for your personal IB account, one for your joint account with your spouse and one for your business account you will be happy to know that you can activate the same app for all those users (and more).

7. Available for every smartphone, everywhere:
The IB Key can be downloaded from the Apple App Store if you have an iPhone. Android phone users can get the app as usual from the Google Play store. Clients in China can obtain the application on both Baidu and the 360.cn stores.

8. Works even Offline:
Should your phone be offline (like when on vacation or with a bad reception), you can still use the IB Key. Even though Seamless Authentication won't be accessible, the application can generate the codes you need to access your account and trade.

9. Secure delivery for your Password Reset:
With the IB Key installed, you can have the IB Client Services send you a temporary password to your phone in a secure way without exposing it through text messages and other means of communication.

10. Small footprint:
The IB Key can be downloaded even on the most restrictive data plans and be installed on your smartphone without hogging resources. The application size and its operational use of resources are limited to the absolute minimum, while not compromising on its security.

 

For a general overview of the IB Key including installation, activation and operation, please see KB2260.

Cache Maintenance for IB apps on Android

Background: 

This procedure has proved to work as solution for several issues, since it produces a complete reset of the malfunctioning IB app.

 

For Android OS 6.0 (Marshmallow) and higher

  1. Go to your phone Settings Menu
  2. Below the Phone section, select Applications MOVED TO... Application Manager
    Select Applications  Application Manager
     
  3. Scroll down and select the corresponding IB app which needs to be reset.
    Select IB apps
     
  4. Tap on Storage
    Select Storage
     
  5. Tap on Clear Data MOVED TO... DELETE
    Clear IB app data  Confirm Delete cleared data
     
  6. Confirm Data has been cleared.
    Confirm data is cleared
     
  7. Tap on the Back Arrow next to Storage
    Presss back from storage
     
  8. Tap on Permissions
    (If not yet activated, enable both Phone and Storage permissions)
    Select app permissions  Enable Phone and Storage permissions
     
  9. Reboot the phone
  10. Re-Launch app

 

 

For Android OS 5.0 (Lollipop) and previous versions

  1. Go to your phone Settings Menu
  2. Below the Device section, select Apps
    Select Apps
     
  3. Scroll down and select the corresponding IB app which needs to be reset.
    IB Apps
     
  4. Tap on Clear data MOVED TO... OK
    Clear App data  Delete app data -> OK
     
  5. Confirm Data has been cleared
    Confirm Data cleared
     
  6. Reboot Phone
  7. Re-Launch app


Note: If after clearing the cache, manually adjusting the permissions and restarting your Android Device, the issue persists, please contact IB Customer Service  for further troubleshooting.


Related Articles:

  • For IB Key on Android overview refer to KB2277
  • For IB Key Recovery process on Android refer to KB2748

 

How to Reset the IB Key app

Background: 

This procedure can be used to fix different issues, one of them being the display of "Update" message on the IB Key home screen after an app upgrade. This solution has proved to work as well in case of "generic_error" message being displayed during the IB Key activation process.

 

Procedure:

The procedure is independent from the operating system and model of your smartphone.

1. Launch IB Key

2. Tap on the icon "Settings" on the bottom toolbar

3. Tap on the button "About"



4. Tap rapidly 5 times on the version number. Please notice that the version number on your screen does NOT have necessarily to correspond to the one in the screenshot below.


 

5. If the action at point 4. has worked as expected, some technical detail lines will be displayed within the lower part of the screen.


 

6. Tap on the icon "Settings" on the bottom toolbar

7. Tap on the button "Debug Mode"


 

8. Tap on the button "Reset Application"


 

9. Tap on the button "Reset"


 

10. A confirmation message will be displayed.Now you can tap on the button "Back to Start"


 

11. You can now reactivate the IB Key using the "Enable User" button. If the IB Key was in an activated status prior to the cache cleaning, you would need to call the IB Customer Service in order to obtain a Temporary Code to be used during the "Enable User" procedure.

 

PIN码设置指南

某些用来登录您IB账户的安全设备在申请或激活时需创建一个数字或字母与数字组合的PIN码。该PIN码可提供额外的一层保护,有效防止意外拿到您的设备但又未被授权的个体操作设备。因此,选择一个您容易记住且别人难以猜到的密码尤为重要。以下列出了一系列您创建PIN码时应考虑的指导原则或最佳方案:

• 请勿使用您个人的生日
• 请勿使用您孩子或者任何直系亲属的生日
• 请勿使用您个人或者办公地址信息,如街道名称、门牌号码、邮政编码
• 请勿使用您身份证件信息(如社保号或者身份证号码)
• 请勿使用电话号码
• 对于PIN码的非数字部分,避免使用您或您的家庭成员或亲属的姓名首字母,或您所在城市的名称或球队的名称
• 避免使用您本人、您的家庭成员或亲属的姓和/或名
• 我们建议在PIN码中包含大小写字母和数字
• 要满足以上要求构造一个方便记忆的PIN码,您可以想一个句子,然后将该句子的首字母组合起来。
 


 

盈透證券歡迎您

Overview: 

現在您的賬戶已完成入金并獲批,您可以開始交易了。以下信息可以幫助您入門。

  1. 您的資金
  2. 設置您的賬戶以進行交易
  3. 如何交易
  4. 在全球範圍進行交易
  5. 拓展您IB經驗的五個要點

 

1. 您的資金
存款&取款基本信息。所有轉賬都通過您的賬戶管理進行管理
存款
首先,通過您的賬戶管理 > 資金 > 資金轉賬 > 轉賬類型:“存款”創建一個存款通知(如何創建存款通知)。第二步,通知您的銀行進行電匯轉賬,在存款通知中提供詳細銀行信息。
取款
通過您的賬戶管理 > 資金 > 資金轉賬 > 轉賬類型:“取款”創建一個取款指令(如何創建取款指令
如果您通知要進行超出取款限額的取款,則會被視為異常取款,我們因此將需要匹配銀行賬戶持有人和IB賬戶。如果目的地銀行賬戶已被用作存款,那麼取款將會被處理;否則,您必須聯繫客戶服務并提供所需文件。
錯誤排查
存款:我的銀行發出了資金,但我沒有看到資金記入我的IB賬戶。可能的原因:
a) 資金轉賬需要1至4個工作日。
b) 存款通知缺失。您必須通過賬戶管理創建存款通知并向客戶服務發送一條咨詢單。
c) 修改詳情缺失。轉賬詳情中缺失您的姓名和IB賬戶號碼。您必須聯繫您的銀行索取完整的修改詳情。
d) IB發起的ACH存款7個工作日內限額為10萬美元。如果您開立的是初始要求為11萬美元的投資組合保證金賬戶,最好選擇電匯存款以減少您第一筆交易的等待時間。如果選擇ACH,會需要等待近2周時間,或者可以選擇臨時升級至RegT。
取款:我已經請求了取款,但我沒有看到資金記入我的銀行賬戶。可能的原因:
a) 資金轉賬需要1至4個工作日。
b) 被拒。超出最大取款限額。請檢查您賬戶的現金餘額。注意,出於監管要求,存入資金時會有三天置存期,之後才可以被取出。
c) 您的銀行退回了資金。可能是因為接收銀行賬戶與匯款銀行賬戶名稱不匹配。

 

2. 設置您的賬戶以進行交易
現金與保證金賬戶的區別:如果您選擇快速申請,默認您的賬戶類型為配備美國股票許可的現金賬戶。如果您想使用槓桿并以保證金交易,參見此處如何升級為RegT保證金賬戶
交易許可
為了能夠交易特定國家的某一特定資產類別,您需要通過賬戶管理獲得該資產類別的交易許可。請注意,交易許可是免費的。但您可能需要簽署當地監管部門所要求的風險披露。如何請求交易許可
市場數據
如果想獲取某一特定產品/交易所的實時市場數據,您需要訂閱交易所收費的市場數據包。如何訂閱市場數據
市場數據助手會幫助您選擇正確的數據包。請觀看該視頻,其解釋了市場數據助手是如何工作的。
客戶可以通過從未訂閱的代碼行點擊免費延時數據按鈕選擇接收免費的延時市場數據。
顧問賬戶
請閱讀用戶指南顧問入門指南。在這裡,您可以看到如何向您的顧問賬戶創建其他使用者以及如何授予其訪問權限等等。

 

3. 如何交易
如果想學習如何使用我們的交易平台,您可以訪問交易者大學。在這裡您可以找到我們以10種語言提供的實時與錄製網研會以及有關交易平台的課程與文檔。
交易者工作站(TWS)
要求更高級交易工具的交易者可以使用我們做市商設計的交易者工作站(TWS)。TWS有著便於操作的電子表格式界面,可優化您的交易速度和效率,支持60多種定單類型,配備可適應任何交易風格的特定任務交易工具,并可實時監控賬戶餘額與活動。試試兩種不同模式:
魔方TWS:直觀可用性, 簡便的交易准入,定單管理,自選列表與圖表全部在一個窗口呈現。
標準模式TWS:為需要更高級工具與算法的交易者提供高級定單管理。
基本描述與信息 / 快速入門指南 / 用戶指南
互動課程:TWS基礎 / TWS設置 / 魔方TWS
如何下單交易:標準模式TWS視頻 / 魔方TWS視頻
交易工具:基本描述與信息用戶指南
要求:如何安裝適用於Windows的Java / 如何安裝適用於MAC的Java / 需打開端口4000和4001
登錄TWS / 下載TWS
網絡交易者(WebTrader)
偏好乾淨簡潔界面的交易者可以使用我們基於HTML的網絡交易者。網絡交易者便於查看市場數據、提交定單以及監控您的賬戶與執行。從各瀏覽器使用最新版本網絡交易者
快速入門指南 / 網絡交易者用戶指南
簡介:網絡交易者視頻
如何下單交易:網絡交易者視頻
登錄網絡交易者
移動交易者(MobileTrader)
我們的移動解決方案可供您隨時隨地用您的IB賬戶進行交易。IB TWS iOS版和IB TWS BlackBerry版是為這些型號定制設計的,而通用的移動交易者支持大多數其他職能手機。
基本描述與信息
定單類型 可用定單類型與描述 / 視頻 / 課程 / 用戶指南
模擬交易 基本描述與信息 / 如何獲得模擬交易賬戶
一旦您的模擬交易賬戶創建成功,您便可用模擬交易賬戶分享您真實賬戶的市場數據:賬戶管理 > 管理賬戶 > 設置 > 模擬交易

 
4. 在全球範圍進行交易
IB賬戶為多幣種賬戶。您的賬戶可以同時持有不同的貨幣,可供您從一個賬戶交易全球範圍內的多種產品。
基礎貨幣
您的基礎貨幣決定了您報表的轉換貨幣以及用於確定保證金要求的貨幣。基礎貨幣在您開立賬戶時決定。客戶隨時可通過賬戶管理改變其基礎貨幣。
我們不會自動將貨幣轉換為您的基礎貨幣
貨幣轉換必須由客戶手動完成。在該視頻中,您可以學習如何進行貨幣轉換。
要開倉以您賬戶所不持有之貨幣計價的頭寸,您可以有以下兩種選擇:
A) 貨幣轉換。
B) IB保證金貸款。(對現金賬戶不可用)
請查看該課程,其解釋了外匯交易方法。

 

5. 拓展您IB經驗的五個要點
1. 合約搜索
在這裡,您會找到我們的所有產品、代碼與說明。
2. IB知識庫
IB知識庫包含了一系列術語、指導性文章、錯誤排查技巧以及指南,旨在幫助IB客戶管理其IB賬戶。只需在搜索按鈕輸入您想要了解的內容,您便會得到答案。
3. 賬戶管理
我們的交易平台可供您訪問市場,賬戶管理則可供您訪問自己的IB賬戶。使用賬戶管理可管理賬戶相關任務,如存入或取出資金、查看您的報表、修改市場數據與新聞訂閱、更改交易許可并驗證或更改您的個人信息。
登錄賬戶管理 / 賬戶管理快速入門指南 / 賬戶管理用戶指南
4. 安全登錄系統
為向您提供最高級別的在線安全,盈透證券推出了安全登錄系統(SLS),通過安全登錄系統訪問賬戶需要進行雙因素驗證。雙因素驗證旨在于登錄時採用兩項安全因素確認您的身份:1) 您的用戶名與密碼組合;和2) 生成隨機、一次性安全代碼的安全設備。因為登錄賬戶需要既知曉您的用戶名/密碼又持有實物安全設備,所以參加安全登錄系統基本上可以杜絕除您以外的其他任何人訪問您賬戶的可能性。
如何激活您的安全設備 / 如何獲取安全代碼卡 / 如何退還安全設備
如果忘記密碼或丟失安全代碼卡,請聯繫我們獲取即時幫助。
5. 報表與報告
我們的報表與報告方便查看和進行自定義,覆蓋了您盈透賬戶的方方面面。如何查看活動報表

 

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