How long does a temporary security code last?

IBKR will issue a temporary passcode to secure login system participants in the event their security device has been misplaced, lost or damaged.  The temporary passcode is intended to provide full access to both Client Portal and trading platforms for a period of 2 days. After 2 days, the temporary passcode may no longer be used to access the trading platforms but may be used to access Client Portal for an additional period of 10 days. Client Portal access, however, is limited solely for the purpose of printing or saving the online security card.

The online security card, in contrast, has a lifespan of 21 days, providing the account holder with an opportunity to locate the misplaced device or have the lost or damaged device replaced. Account holders who remain without their physical security device and are unable to log in using either the temporary passcode or on-line security card will need to contact Client Service in order access the account.  

IMPORTANT NOTICE

As a matter of policy, IBKR will not issue consecutive temporary passcodes to a given account, but rather will act to restore the account protection to the most secure level, which is that provided by the physical security device.

 

References
  • See KB70 for instruction for requesting a Temporary passcode
  • See KB1131 for an overview of the Secure Login System
  • See KB2636 for information and procedures related to Security Devices
  • See KB2481 for instructions about sharing the Security Login Device between two or more users
  • See KB2545 for instructions on how to opt back in to the Secure Login System
  • See KB975 for instructions on how to return your security device to IB
  • See KB2260 for instructions on activating the IB Key authentication via IBKR Mobile
  • See KB2895 for information about Multiple 2Factor System (M2FS)
  • See KB1861 for information about charges or expenses associated with the security devices

 

How do I change my email address?

Overview: 

To change your email address, you will first need to submit the request through Client Portal. From within Client Portal select Settings followed by User Settings and then click the gear icon next to Email Address in the Communication section. If you have access to your old email, we will send a secure confirmation number to your existing email address. You will then be prompted to enter the confirmation number and your new email. If you do not have access to your old email, you will be prompted to enter your current password along with your new email address. Click Submit to complete the request.

Glossary terms: 

Can I change my password online?

Overview: 

Account holders who are able to log in to Client Portal may change their password by selecting the Settings section followed by User Settings and clicking the gear icon next to the word "Password" in the Login section. Passwords must be between 6 and 40 characters in length and must contain at least one alpha and one numeric character.

Account holders who are unable to log into Client Portal may change their password through the Online Password Reset tool. The password rules stated above will still apply. You may either click HERE, use the "Forgot Password?" link at the bottom of the Client Portal login or click the link provided upon an invalid login to TWS to request a password reset.

  

IMPORTANT NOTE

Passwords greater than 8 characters in length are only supported on newer versions of IBKR's software. More details are provided on the password reset page within Client Portal. Account holders may also contact Client Service for assistance with password changes. For security purposes, all log in issues and password requests can only be addressed once the identity of the named account holder has been verified.

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