How to request a Digital Security Card+ (DSC+) replacement

The following steps are required in order to replace a Digital Security Card+ which has been lost, stolen or became inoperable

1. Notify IB Client Services - Contact IB Client Services to obtain a temporary account access (Temporary Code). This service can only be provided via telephone and requires the identity of the account holder to be verified, as detailed in KB70

2. Obtain an Online Security Code Card - Activate an Online Security Code Card, which offers enhanced protection and full Account Management functionality for an extended period of 21 days. Please consult KB1873 should you need guidance for this specific step

3. Request the DSC+ replacement - Once you have completed the Online Security Code Card activation, please remain in the Secure Login System section of your Account Management and order your replacement DSC+ as follows

4. Click on the button Request Physical Device

5. The shipping address will be shown in the device information screen. If your address is outdated or invalid, you can amend it by clicking on Change Address and following the on-screen instructions. If you do not need to update your address, please proceed to step 6.

6. Enter a four-digit numeric  Soft PIN1 for your DSC+. Please make sure to remember the PIN you are typing since it will be necessary to activate and to operate your device. When applicable and desired, you may change the account on which the 20 USD deposit will be kept on hold2.  Click then on Continue

7. The system will show you a summary of your order. Please make sure of the correctness of all the information displayed. Should you need to perform changes, click on the button Back, otherwise submit the request by clicking on Continue

8. You will receive a final confirmation containing the estimated shipment date3. Click on Ok to finalize the procedure

 


Notes

1. For PIN guidelines, please consult KB2269

2. The Security token and the shipment are both free of charge. Nevertheless, when you order your device, we will freeze a small amount of your funds (20 USD).  If your device is lost, intentionally damaged, stolen or if you close your account without returning it to IB, we will use that amount as a compensation for the loss of the hardware. In any other case, the hold will be released once youre device has been returned to IB. More details on KB1861

3. For security reasons, the replacement device is set to auto-activate within three weeks from the shipment date. IB will notify you when the auto-activation is approaching and when it is imminent.

 

References
  • 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
  • See KB69 for information about Temporary passcode validity

 

¿Cómo puedo devolver el dispositivo de acceso seguro a Interactive Brokers?

Si por alguna razón necesita devolver su dispositivo de acceso seguro a
Interactive Brokers, por favor, siga las siguientes instrucciones.

1. Descargue e imprima el “Formulario de Devolución de Acceso
Seguro

2. Complete el formulario y haga un paquete con el dispositivo.
3. Envie su paquete a la dirección indicada abajo.

Para su seguridad, se recomienda utilizar una compañía que ofrezca un
número de rastreo (por ejemplo UPS, FedEx, DHL o USPS), ya que
usted será responsable de la devolución del token. Por favor, espere tres días
después
del envío para que su cuenta refleje la recepción por parte de IB del
dispositivo. Por favor, tenga en cuenta que el tiempo de entrega puede variar
debido a los retrasos del operador de carga.

Acción Adicional para Las Devoluciones de Reemplazo
Si se trata de una devolución para reemplazo y no por el cierre de una
cuenta, por favor llame a nuestro equipo de soporte técnico al 1-877-442-
2757, opción 2 y luego opción 6 para que nos notifique de su aparato
defectuoso y le proporcionaremos con un código temporal de seguridad que
le permitira seguir teniendo acceso a su cuenta hasta que reciba su nuevo
dispositivo de acceso seguro.

Para los usuarios de Platino:
Si esta devolviendo un dispositivo seguro de Platino (negro en forma de
una calculadora cuadrada) y requiere un dispositivo de reemplazo tendrá que
ir al Menú Gestión de Cuenta o Account Management, para solicitar un
nuevo dispositivo. Esto es necesario debido a las características de seguridad
de este dispositivo. Sólo se puede solicitar un nuevo
dispositivo después de que IB haya reconocido que ha recibido el
dispositivo devuelto.
Esto se debe ha que un solo dispositivo a la vez puede estar vinculada a su
cuenta. Una vez ordenado, por favor asegúrese de imprimir la página de
confirmación que contiene su número de PIN y la frase de única que se
necesita para activar el nuevo dispositivo.

Para los usuarios de los Alpine:
Si va a devolver un dispositivo de Alpine conexión segura (azul de forma
ovalada) IB reemplaza el dispositivo con base en las respuesta positiva de
"Sí" a las preguntas del questionario de dispositivos STP Formulario Return:
"¿Es necesario un dispositivo de reemplazo?"
No hay medidas adicionales que debe tomar en la página web.
Para preguntas y aclaraciones, por favor póngase en contacto con uno de
nuestros especialistas en seguridad al 1-877-442 2757, opción 2 y luego la
opción 6 o envie un correo electrónico a tac@interactivebrokers.com
Dirección postal para clientes de EE.UU. y Canadá: Dirección postal de
la UE y los clientes asiáticos:

Mailing Address for US & Canadian Client:

 

Interactive Brokers, LLC.
Attn: Token Return Department
2 Pickwick Plaza
Greenwich, CT 06860
Mailing address for EU, & Asian Clients: 

 

Interactive Brokers (U.K.) LTD

Attn: Token Return Department

Gotthardstrasse 3

CH-6301 Zug

Switzerland

 

セキュリティ・ディバイスの返却方法

Overview: 


セキュリティ・ディバイスを返却する場合は、以下の指示に従いご返却ください。

  1. セキュリティ・ディバイス返却フォーム を記入し、印刷。※1
  2. ディバイスを記入済みの返却フォームとともに梱包。 
  3. 以下いずれかの返却先へ返却。

ディバイスの故障・紛失を防ぐため、必ず荷物の追跡サービスが付いている送付方法をご利用ください (例:書留、ゆうパック、宅急便、EMS、UPS、FedEx、DHL、USPS等) 。 万が一紛失してしまった場合は、費用をご負担いただくこととなりますのでご注意ください。アカウントマネジメントのディバイスの返却状況は、ディバイス到着後3日以内に更新されます。なお、発送から到着までの時間は、送付方法により異なりますのでご了解ください。

 ※1 返却フォームの項目: First Name(アルファベット):名/ Last Name(アルファベット):姓/ Account Number:口座番号/ Brief reason for the return:返却理由:こちらのフィールドは日本語でも大丈夫です。(口座解約、バッテリー切れ、故障等)/ Type of device:ディバイスの種類(四角形のものはPlatinum、青い楕円形のものはAlpineになります。)/ Do you need a replacement device?:代替のディバイスをご利用になられますか?

 

代替ディバイスのリクエスト方法
代替ディバイスを申請する場合は、カスタマーサービスへご連絡ください。ご本人確認をしたのち、一時的に口座へ入れるテンポラリーコードを発行いたします。テンポラリーコードの有効期限は2日間です。この有効期間内にアカウントマネジメント内の「セキュアログイン・システム」ページよりオンラインのコード表を印刷し、次のページにてコード表の有効化を行ってください。コード表は、画面上に表示される2組の数字に対応するコードをそれぞれコード表で確認・入力(スペースなし)し、送信することで有効になります。オンラインコードの有効期限は3週間です。

 アカウントマネジメントのメニューが上部に表示されている場合:「口座管理」→「セキュリティ」→「セキュアログイン・システム」

アカウントマネジメントのメニューが左側に表示されている場合:「ユーザー管理」→「セキュアログイン・システム」

 

Platinumディバイスをご利用のお客様:
Platinumディバイス(四角い計算機のようなディバイス) をご利用のお客様で、代替ディバイスのご申請をする場合はアカウントマネジメントより申請を行ってください。高度なディバイスをお使いのお客様は、こちらの作業が必要となります。1つの口座に対し1つのディバイスしか割り当てられないため、代替ディバイスの申請は、必ずディバイスの返却が確認された後に行ってください。ディバイスの返却が確認され、口座資金がPlatinumディバイスの保有対象額以上の場合、メールにてInvitationが送られます。こちらを受け取られましたら、「アカウントマネジメント」へログインし、「セキュアログイン・システム」のページより代替ディバイスの申請を行ってください。申請をした際の確認ページ(Confirmation Page)には、新しいディバイスの有効化に必要なPIN番号およびパスフレーズが記載されております。これらの情報はセキュリティ上、再発行ができないものになりますので、申請時に必ずページを印刷し、新しいディバイスの有効化が完了するまで大切に保管してください。なお、ディバイス返却時に口座資産がPlatinumディバイスの保有対象金額未満だった場合は、口座資産に応じたディバイスが自動的に送付されますのでお手元に届くまでお待ちください。

 

Alpineディバイスをご利用のお客様:
Alpineディバイス (青い楕円形のディバイス) をご利用のお客様は、「セキュリティ・ディバイス返却フォーム」の中で代替ディバイスの申請(“Do you need a replacement device?”)に対し「Yes」を選択してください。こちらを選択されますと、ディバイスの返却が確認され次第、お客様のお口座資金に応じて新しいディバイスを自動的にお送りしますので、この他の申請作業は必要ございません。

この他ご不明な点がございましたら、カスタマーサービスまでお問い合わせください。

 

返却先(日本): 返却先(海外):

〒103-0025

東京都中央区日本橋茅場町3-2-10

鉄鋼会館4階

インタラクティブ・ブローカーズ証券

カスタマーサービス

アジア・ヨーロッパ圏
Interactive Brokers (U.K.) LTD.
Attn: Token Return Department
Gotthardstrasse 3
CH-6301 Zug
Switzerland
 
米国・カナダ
Interactive Brokers, LLC.
Attn: Token Return Department
2 Pickwick Plaza
Greenwich, CT 06830

 

 

 

Security considerations following SLS opt out

Overview: 

Account holders who have elected to opt out of IBKR's Secure Login System (SLS) effectively relinquish the protections afforded by Two-Factor Authentication. They are strongly encouraged to utilize alternative security measures, with one of those being the IP Restrictions. By selecting this setting through Client Portal, you're telling Interactive Brokers that you only want access to your trading platforms from a specified IP address. In addition, should you have multiple authorized traders for a given account, these restrictions can be set at the individual trader level by the master user of the account. 

 

Preliminary checklist:

Before setting up the IP Restrictions, you will need to:

  • Know your WAN IP Address. That is the IP address exposed on the external (Internet) side of your network and it is different from your local IP address (called as well LAN IP address). If you trade from a company office, you can ask your IT or Networking department for the WAN IP address of your computer. If you connect to the Internet through a private broadband/cable/satellite connection you can get this information from your ISP (Internet Service Provider).
  • Make sure that your IP address is static. This means your IP address will always remain the same, and will not change upon router/modem reboot or after a certain time period. The same entities which provided you with the WAN IP address, can as well clarify whether it is a static or dynamic one.
  • Be aware that IP Restrictions are not effective immediately. Our systems apply the filters during their daily overnight restart. It can take up to 24 hours until they are active, depending on the time you submit your IP Restrictions request. The same applies when you modify or remove existing IP Restrictions. Please be sure to consider this when you are planning your course of action.
  • The IP Restrictions will be applied to ALL Trading Platforms offered by IB. It will not affect Client Portal access, which will remain accessible from any IP address.

Note:

Please take note that the technical ability to misrepresent one's IP address exists, and full account protection is only ensured by using SLS Two-Factor Authentication (ibkr.com/sls).

If you have any questions on the topic, please feel free to contact IB's Technical Assistance Center.

How to set the IP Restrictions:

  1. Login to Client Portal and click the menu icon in the top-left corner.
  2. From the left side menu, click on Settings, then on User Settings. Then click on the wheel (configure) icon next to IP Restrictions.
  3. You will see a brief description of the effects of IP Restrictions. To set up a new IP Restriction, click on Add IP Restriction.
  4. Select the Trader from the drop-down list and enter the IP Address (in the format xxx.xxx.xxx.xxx) you want to allow for him. Then click on Continue.
  5. If you logged into Client Portal without using the Two-Factor Authentication, you will now receive an email1 containing a Confirmation Number. Enter it in the Confirmation Number field. Once done, click on Continue to submit the request. If you logged in to the Account Management using a security device, please proceed directly to point 5.
  6. If the operation completed successfully, you will see a confirmation screen. Click OK.
  7. The system will now list your active IP Address restrictions. Should you want to create an additional one, click again on Add IP Restriction, otherwise navigate away from this section

 

Opt-out and IP Restrictions for Penny Stocks traders:

Clients who have elected to perform an opt-out, thus using the Two-Factor Authentication only for the Client Portal, must activate the IP Restrictions in order to be able to activate Penny Stocks Trading Permissions.


Additional best practices for securing your computer and your network

  • When logging into the TWS, activate the checkbox “Use SSL” on the login screen. SSL (Secure Socket Layer) guarantees that all the information exchanged between your computer and our servers is protected using 128-bit encryption.
  • Use a firewall to prevent unauthorized access to the services exposed by your network or/and computer. During the firewall set-up, please make sure you authorize the host/ports listed in section DESKTOP TWS of KB2816.
  • Use antivirus software to identify and eliminate viruses which might have infected your computer.  As new viruses are constantly being created, you need to update the threats database of your antivirus software regularly.
  • Use anti-malware software to detect and remove spyware/malware programs which can collect various types of personal information, monitor your browsing activity and interfere with the control of your computer. Nowadays many antivirus solutions include a built-in anti-malware protection.
  • Refrain from using wireless connections (Wi-fi) which are public, unsecured or not operated by you. If the use of a unsecured network (e.g. public Wi-Fi hotspot) becomes necessary, do not log into any financial institution account you may have, including your IB account.

 

Notes:
1. If you have not received the email, please make sure it did not land in the Spam/Junk folder of your mailbox and possibly add the email addresses donotreply@interactivebrokers.com and help@interactivebrokers.com to the trusted senders list. You can then request a new email to be sent to you with the button Resend Confirmation Number.

 

Troubleshooting Account Management Login Failures

Click on the link below which best describes your situation:

  1. Receiving “Invalid user name password combination” message
  2. Receiving “Login Failed” message upon entering security device values
  3. I’ve forgotten my user name and/or password
  4. I’m temporarily without possession of my security device
  5. My security device has been lost or damaged
  6. I’ve been issued a temporary passcode which has expired
  7. I’ve been issued an online security card which has expired
  8. I’m awaiting delivery of my physical security device and can now no longer log into my account
  9. I am able to log into Account Management with my temporary passcode but not the trading platform
  10. I am in possession of my security device and wish to activate it
  11. Receiving “BAD CHARACTER” message after entering my user name

IMPORTANT NOTE: If you are unable to resolve your account access issue from the information above, please contact your local Customer Service Center.  Also note that for security purposes, all requests for login assistance must be initiated via telephone as it requires prior verification of the account holder's identity. A listing of Customer Service Centers, contact numbers and hours of operations may be found via the following website link: http://individuals.interactivebrokers.com/en/p.php?f=customerService&ib_...

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
a. Make sure that the Caps Lock key is not on as user name is case sensitive and is required to be input in lower case format.
IMPORTANT SECURITY NOTICE: If an account experiences 10 consecutive failed Account Management login attempts within any 24-hour period, it will be locked out from login regardless of subsequent attempts using the correct user name and password combination. This lock out, intended as a security measure to prevent hackers from random attempts to guess the password, will remain in force until 24 hours have passed since the last unsuccessful log in attempt.
 
If you believe that your account has or is about to be been locked due to consecutive failed login attempts, you will need to contact to contact your regional Customer Service Center via telephone for assistance. Note that assistance for log in matters is only provided via telephone and after the identity of the account holder has been verified.
 
 
 
 
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a. If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format

b. If operating a security card or electronic device, note that there are no spaces between characters

 
 
 
 
a. For security purposes, all requests for assistance with a user name and/or password must be initiated via telephone and require prior verification of the account holder’s identity. Requests are to be directed to one of the regional Customer Service Centers. 
 
 
 
 
a. If you are temporarily without possession of your security device, interim access may be provided by contacting your regional Customer Service Center via telephone where, once your identity has been verified, you will be provided with a temporary passcode.
 
The temporary passcode is a static alpha-numeric code which replaces the randomly generated code provided through your security device and which will provide full access to Account Management and the trading platforms for 2 days. Should a lengthier period of interim access be necessary, and to obtain enhanced protection, it is recommended that you use the temporary passcode to log into Account Management and print out the on-line security card which will operate as a replacement to your security device for up to 3 weeks.  
 
After the expiration of the temporary passcode or on-line security card, or if you regain possession of your security device beforehand, you will need to log into Account Management and select the menu option to re-activate your security device.
 
 
 
 
 
a. In the case of a lost or damaged security device, you will need to contact our Customer Service center to arrange for a replacement and to provide for interim access. As the time frame for shipping a replacement device may range form 3 to 14 days depending upon your country of residence, interim access is provided via an on-line security card. The on-line security card may be retrieved for printing or saving as an image to your desktop once a temporary passcode has been provided for Account Management access.
 
 
 
 
 
a. The temporary passcode is intended to provide full access to both Account Management and the 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 Account Management for an additional period of 10 days. The Account Management access, however, is limited solely for the purpose of printing or saving the on-line security card.  
 
If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days. If you are unable to log into Account Management, you will need to contact your regional Customer Service center for assistance.
 
 
 
 
 
a. The on-line security card is intended to provide full access to both Account Management and the trading platforms for a period of 21 days. This time frame, while limited, is intended to provide sufficient opportunity for the account holder to either regain possession of a temporarily unavailable security device or request and receive a replacement device.
 
If you are unable to log in using the on-line security card, you will need to contact your regional Customer Service center for assistance and to provide information as to the status of your permanent security device.
 
 
 
 
 
a. Depending upon your location, the physical security device should be delivered to the address of record on your account within 2 days in the case of US residents and within 2 weeks for all other accounts. It’s important to note that the permanent devices are set to automatically activate after a set timeframe if not yet manually activated by the account holder. If this is the case and you encounter difficulties logging into your account, please contact our Technical Assistance Department at 1-877-442-2757.
 
 
 
 
 
a. If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days.
 
If you are unable to log into Account Management, you will need to contact your regional Customer Servicecenter for assistance.
 
 
 
 
 
a. To activate either a replacement device or one which was temporarily unavailable and which required issuance of a temporary passcode, you will need to log into Account Management and select the reactivate security device menu option. Once reactivated, neither the temporary passcode nor on-line security card will remain operable.

 

 

11. Receiving “BAD CHARACTER” message after entering my user name.

a. Re-enter your user name and make sure that you do not include any spaces or characters which are not either alpha or numeric (e.g. !@#$%^&*(.,”:...etc.).

...Top

Overview of Secure Login System

Table of contents

 

The security of your assets and personal information is of utmost concern to us and we are committed to taking the steps necessary to ensure you are protected from the moment you open your account.  

To provide you with the highest level of security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to Two-Factor Authentication.
 
Two-Factor Authentication serves to confirm your identity at the point of login using two security elements: 1) Something you know (your username and password combination); and 2) Something you have (an IBKR issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
 
 

Benefits of Enrollment

The principal benefit of SLS enrollment is to protect your account from unauthorized access. There is no fee associated with enrollment and participants have the added benefits of:
  1. Higher withdrawals thresholds over both single and five day rolling periods.
  2. Ability to change your banking instructions and email address without contact from a member of our Security Team.
  3. Ability to effect ACH & EFT funding transactions beyond an initial USD 20,000 account funding transaction.
  4. The ability to share a single device among multiple usernames registered to the same individual.
 
 

How to Enroll

Enrollment is easy. In the case of new applicants, you will be provided with an email link with instructions for printing and activating an on-line security card during the account configuration step of the online application. This on-line card is intended as a temporary device expiring 21 days after your account has been funded, during which time a permanent device will be shipped to you. Once you receive your permanent device and follow the instructions for its activation, your on-line card will be automatically deactivate and may be disposed. It’s important to note that the permanent devices are set to automatically activated after a set time frame if not manually activated by the account holder. If you choose to use the IBKR Mobile Authentication, (smartphone digital access key application) you will need to validate your phone number. You can do so directly in the smartphone app. Detailed instructions are available in KB2260.
 
If you are an existing user and haven’t already enrolled in SLS, you will need to log into Client Portal, select the Menu icon in the top-left corner and go to Settings User Settings > Security > Secure Login System menu options. You will be presented with a screen displaying the device that you will receive and through which you will confirm your address of record. You can alternatively activate the IBKR Mobile Authentication on your device immediately. How to activate the app, conditions and requirements can be found in KB2260.
 
 
 

Lost, Damaged or Temporarily Unavailable Device

In the case of a lost, damaged or temporarily unavailable security device, you will need to contact your regional Client Service Center via telephone to arrange for a replacement and/or to provide for interim access. Once your identity has been verified you will be provided a temporary passcode (i.e., a static alpha-numeric code which replaces the random code supplied by your security device) that will allow you to log into Client Portal and print the on-line security card. The on-line card will provide interim access for up to 21 days, sufficient time for a replacement device to be shipped or, should your device be temporarily unavailable, time to regain possession of it. See KB1943 for instructions on requesting a replacement device.
 
 
 

Types of Devices

IBKR provides a range of security devices, each tailored to meet the portability and security needs of your particular account. 
  1. SMS - A quick and easy way to complete the Two-Factor Authentication through text messages (SMS) sent to your mobile phone number.
  2. IBKR Mobile (IB Key) – An all-in-one mobile app offering a convenient digital solution for your Two-Factor Authentication needs.  The IB Key protocol found within the app supports both fingerprint and PIN configuration1 and is available for download on both Android phones and iPhones.
  3. Digital Security Card+ - For accounts with an equity of 500K USD or equivalent. It has the same size and shape of a credit card and it is electronic, requiring the user to enter a PIN code as an additional layer of protection.
Note:
For iPhone users you must have either Touch ID, Face ID, or Passcode enabled (refer to: Set up Touch ID or Set up Face ID for directions). Touch ID or Face ID is the recommended choice.  PIN/Passcode supports up to 12 hours of trading access while fingerprint/facial recognition allows for 30+ hours as long as your authenticate at least once during this time period. Please see further details mentioned in our User's guide for Extended Trading Access
 

 

Withdrawal Limits

Clients who participate in the Secure Login System enjoy enhanced withdrawal capabilities, while clients who do not participate are subject to daily and weekly withdrawal restrictions. The amount that a participating client may withdraw or transfer over a given one- or five-day period increases commensurate with the protective value of the device and is outlined in the table below.

Security Device Maximum Withdrawal per Day Maximum Withdrawal in 5 Business Days
None 50K USD 100K USD
SMS 200K USD 600K USD
IB Key 200K USD 600K USD
Security Code Card* 200K USD 600K USD
Digital Security Card* 1M USD 1.5M USD
Digital Security Card+ Unlimited Unlimited
Platinum*/Gold* Unlimited Unlimited
Note: * Represents a legacy device no longer being issued.
 

Back to top

 

Additional Information 

See KB2636 for information and procedures related to Security Devices.
See KB2277 for complete details on IBKR Mobile Authentication (IB Key) for Android.
See KB2278 for complete details on IBKR Mobile Authentication (IB Key) for iOS.
 
 
 

 

Use cases where assistance with system access is required

Overview: 

Please click on the use case below which best describes your login issue for guidance as to how to proceed:

I. No Access to Account Management or TWS

1. I forgot my User Name and/or password

2. I am temporarily without possession of my security device

3. My security device is lost or damaged

4. My temporary passcode has expired

5. My on-line security card has expired

 

II. Partial Access (Account Management only)

1. I am able to log into Account Management with my temporary passcode but not the trading platform

 

III. Full Access to both Account Management and TWS

1. I am in possession of my security device and wish to activate it.

 

 

 

 

 

 


  1. I forgot my User Name and/or password

For security purposes, all requests for assistance with a User Name and/or password must be initiated via telephone and require prior verification of the caller’s identity. Click here for a list of IB’s regional Customer Service center contact numbers.

 

  1. I am temporarily without possession of my security device

If you are temporarily without possession of your security device, interim access may be provided by contacting your regional Customer Service center via telephone where, once your identity has been verified, you will be provided with a temporary passcode.   

This temporary passcode is a static alpha-numeric code which replaces the random code supplied by your security device and which will provide full access to both Account Management and the trading platforms for 2 days.  Should a lengthier period of interim access be necessary and to obtain enhanced protection, it is recommended that you use the temporary passcode to log into Account Management and print out the on-line security card which will operate as a replacement to your security device for up to 3 weeks.   

After the expiration of the temporary passcode or on-line security card, or if you regain possession of your security device beforehand, you will need to log into Account Management and select the menu option to re-activate your security device.

 

  1. My security device is lost or damaged

In the case of a lost or damaged security device, you will need to contact our Customer Service center to arrange for a replacement and to provide for interim access. As the time frame for shipping a replacement device may range form 3 to 14 days depending upon your country of residence, interim access is provided via an on-line security card. The on-line security card may be retrieved for printing or saving as an image to your desktop once a temporary passcode has been provided for Account Management access.

 

  1. My temporary passcode has expired

The temporary passcode is intended to provide full access to both Account Management and the 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 Account Management for an additional period of 10 days.  The Account Management access, however, is limited solely for the purpose of printing or saving the on-line security card.   

If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days. If you are unable to log into Account Management, you will need to contact your regional Customer Service center for assistance.

 

  1. My on-line security card has expired

The on-line security card is intended to provide full access to both Account Management and the trading platforms for a period of 21 days. This time frame, while limited, is intended to provide sufficient opportunity for the account holder to either regain possession of a temporarily unavailable security device or request and receive a replacement device. 

If you are unable to log in using the on-line security card, you will need to contact your regional Customer Service center for assistance and to provide information as to the status of your permanent security device.

 


 

  1. I am able to log into Account Management with my temporary passcode but not the trading platform

If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days. 

If you are unable to log into Account Management, you will need to contact your regional Customer Service center for assistance.

 


  1. I am in possession of my security device and wish to activate it.

To activate either a replacement device or one which was temporarily unavailable and which required issuance of a temporary passcode, you will need to log into Account Management and select the reactivate security device menu option.  Once reactivated, neither the temporary passcode nor on-line security card will remain operable.

 

How to change the PIN of your Secure Login Device

Background: 

Interactive Brokers recommends that you change your PIN regularly to add an extra layer of security.

NOTE: If you do not know your current PIN, you would need to call Interactive Brokers directly to have it reset. Please use any of the phone numbers listed under: ibkr.com/support

Below you will find the procedure for changing the PIN code of your Security Device, according to the device type you are currently using:

      Legacy Devices

 

 

Digital Security Card Plus (DSC+)

      

The PIN of the DSC+ has to be changed from the Client Portal page, following the steps below:

  1. Log into Client Portal using your security device and click the Menu icon in the top-left.
  2. Select the menu options Settings --> User Settings --> Secure Login System
  3. Click on the wheel (Configure)
  4. Click the i (Information) icon next to your active DSC+
  5. Click on Change PIN in the lower right of the pop up
  6. Enter the new PIN you would like to use and confirm it. A Challenge Code will be displayed. Operate your DSC+ with the Challenge Code and your new PIN in order to generate a Response code. Enter it into the Passcode field and click Continue
  1. If the new PIN has been accepted by the system, you will see to a confirmation page. Click OK on the bottom right to complete the procedure. 

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IBKR Mobile for Android Users

 

Open the IBKR Mobile App.

  1. Tap the Services button in te upper-left corner
    IB Key, tap Menu icon in top-right corner
  2. Tap the button Authenticate
    IB Key, tap Change PIN
  3. Tap Change PIN. Some phones may require you to scroll down to see the option.
    IB Key, enter Current PIN, New PIN and Repeat New PIN     IB Key, tap Submit
  4. Enter your username, password, current PIN, and your new PIN twice. Click Submit. Some phones may require you to scroll down to see all the items.
    IB Key, wait till you receive text message with SMS Code     IB Key, enter SMS Code and tap Submit Pin Change
  5. The PIN has been successfully changed. Tap on Done.
    IB Key, PIN change successfully processed, tap Go to start page

Once the PIN has been successfully changed, you can close the IBKR Mobile app and log in to Account Management or to your trading platform using the new PIN. 

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LEGACY DEVICES:

 

Digital Security Card (DSC)

     

Just like the DSC+, the PIN of the DSC is changed directly from Account Management/Client Portal page, following the steps below:

  1. Log into Account Management using your security device.
  2. Select the menu options Manage Account --> Security --> Secure Login System --> Security Device.
  1. Select the radio button "Change Pin of the current security device" and click "Continue".
  1. You will be prompted to enter the NEW PIN in the first field(marked here as A), and confirm it again on the second field(marked here as B). You will be as well requested to operate your device and generate a passcode using the NEW PIN you have chosen. That passcode has to be typed into the last field(marked here as C)
  1. A SUCCESS message will appear and the new PIN will be in effect.

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Platinum and Gold Devices

If you use a Platinum or a Gold device, you would only need to change the PIN directly on the device itself, following the instructions below:

1. Press the 'ON' button.

2. Enter your current PIN.

3. Once the CHALLNG? prompt is displayed, press the 'PIN' button.

4. Once the NEW PIN prompt is displayed, enter your NEW PIN.

5. Once the AGAIN prompt is displayed, re-enter the NEW PIN to confirm it.

6. If the new 4-digit PIN was re-entered successfully, a SUCCESS message will appear and the new PIN will be in effect immediately.

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How do I return my secure login device to Interactive Brokers ?

In the event you need to return your secure log in device to Interactive Brokers (due to damage, breakage, account consolidation or closing purposes), please follow the instructions below:

  1. Download and print the Secure Login Device Return Form
  2. Complete the form and package it with your device 
  3. Mail your package to the applicable address below

For your protection, we strongly recommend using a padded envelope for your return, and a carrier that provides a tracking number (e.g., UPS, FedEx, DHL, or USPS Express Mail only) since you will be held liable for the token's return. Please allow 3 - 5 business days after shipment for your account to reflect the receipt by IB of the returned device. Please note delivery time can vary due to carrier delays.

Additional Action For Replacement Returns
If this is a replacement return and not a closing of an account, please call our security support team, at the number below, to notify us of your defective device and we will provide you with a temporary security code allowing you to continue to access your account until you receive your new secure log in device. IB offers multiple device types, and the replacement considerations associated with each are outlined below:

For Digital Security Card+ (DSC+) Users:
If you are returning a Digital Security Card+ (Exhibit 1), and require a replacement device, you will need to log into Account Management and request a new DSC+ (see here for directions.)

Exhibit 1

 Digital Security Card+ 

For Platinum and Gold Device Users:
These types of devices (Exhibit 2) do not need to be returned to IB and can be discarded. Platinum and Gold devices have been discontinued and replacements are no longer available. If you require a replacement device, you will need to log into Account Management and request a new Digital Security Card+ as shown in Exhibit 1 (see here for directions.)

Exhibit 2

Platinum and Gold Device

 

For Digital Security Card (DSC) Users:
These types of devices (Exhibit 3) do not need to be returned to IB and can be discarded.  Digital Security Cards have been discontinued and replacements are no longer available. If you require a replacement device, we recommend activating the IB Key Authentication via IBKR Mobile (see here for directions.)

Exhibit 3

Digital Security Card

For Security Code Card Users:
These types of devices (Exhibit 4) do not need to be returned to IB and can be shredded and discarded. If you require a replacement device, we recommend activating the IB Key Authentication via IBKR Mobile (see here for directions.)

Exhibit 4

Security Code Card

 

Mailing Address and Contacts:

US / Canada
Europe
Mailing Address:
Interactive Brokers, LLC.
Attn: Token Return Department
8 Greenwich Office Park
2nd Floor
Greenwich, CT 06831
USA

US Contact:
1 (877) 442-2757 (Toll free)
1 (312) 542-6901 (Direct dial)

Canadian Contact: 
1 (877) 745-4222 (Toll free)
1 (514) 847-3499 (Direct dial)
Mailing Address:
Interactive Brokers(U.K.)LTD.
Attn: Token Return Department
Gotthardstrasse 3
CH-6301 Zug
Switzerland


EU Contact:   
00800-42-276537 (Toll free)
+41-41-726-9500 (Direct dial)

Russia Contact:
8-800-100-8556 (Toll free)
+41-41-726-9506 (Pyсский)
Asia
Australia
Mailing Address:
Interactive Brokers, LLC.
Attn: Token Return Department
Suite 1512,
Two Pacific Place
88 Queensway Admiralty 
Hong Kong

Contact:
+852-2156-7907 (廣東話)
+86 (21) 6086 8586 (普通话)
Mailing Address:
Interactive Brokers, LLC.
Attn: Token Return Department
PO Box R229
Royal Exchange, NSW, 1225
Australia


Contact:
+61 (2) 8093-7300
Japan
Mailing Address:
Interactive Brokers Securities Japan, Inc.
Attn: Token Return Department
4th Flr Tekko Kaikan,
3-2-10, Nihonbashi Kayabacho, 
Chuo-Ku, Tokyo 103-0025
Japan

Contact:
+81 (3) 4588 9710 Direct dial (English)
送り先:  
インタラクティブ・ブローカーズ証券株式会社
〒103-0025
東京都中央区日本橋茅場町3-2-10
鉄鋼会館4階
トークン戻る学科

接触:
+81 (3) 4588 9700 直通 (日本語)             

 

Account Closing
Access to Account Management for the purpose of reviewing and/or printing activity statements and any tax forms is provided following the return of your device and closing of your account.  Once closed, you will be able to log in without the security device and will only need your existing user name and password.

Question regarding security devices may be addressed to the security group at any number from above.
 
For information regarding replacement fees for security devices which are either lost, stolen, damaged or not returned upon account closing, please refer to KB1861.

 

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