使用数码安全卡+进行安全登录

Overview: 

使用IBKR的数码安全卡+安全地登录任何IBKR程序,包括TWS、客户端或网络交易者(WebTrader)。

 

注:安全卡上的按钮并非触摸式感应,需要按压操作。

1. 登录账户时,像往常一样输入用户名和密码(图1第1点)。如果用户名和密码正确,则会出现一个6位数挑战码(图1第2点)。

图1.

 

2. 拿出您的设备,按住“press”按钮直至出现“PIN>”(图2),输入您在请求设备时设置的4位数PIN码,然后按“OK”按钮(图3

图2.                                                                  图3.                                                         

3. 设备上出现“CHALLNG>”时(图4),输入登录界面上给出的6位数挑战码(第1步),然后按“OK”按钮(图5)。

图4.                                                                  图5.                                       
    

4. 此时会出现响应码(图6

图6.                                                          

5. 在登录界面输入8位数响应码(图7)。点击登录按钮继续登录。如果时间太长响应码过期,从上方第1步重新开始。

图7.                                                               

注:安全代码部分的显示可能会因您登录程序的不同而有所不同。

 

参考
  • KB1131:安全登录系统概览
  • KB2636:安全设备相关信息与程序
  • KB2481:有关在两个或以上使用者之间共享安全登录设备的说明
  • KB2545:退出后如何重新加入安全登录系统
  • KB975:如何将安全设备退还给IBKR
  • KB2260:通过移动IBKR激活IB Key验证的说明
  • KB2895:多设备双因素系统(M2FS)相关信息
  • KB1861:安全设备相关费用
  • KB69:临时安全码相关信息

 

How to add a user to an existing IB Key instance - iOS

Overview: 

This page covers the steps required to add a user to the Authentication section in the IBKR Mobile app for iOS devices.

 

Requirements:
  • The IBKR Mobile app must be installed and IB Key Authentication already activated on this iOS device.
  • For more information on the installation and activation on iOS devices, please refer to KB2278.

 

Instructions:

1. On your iOS device, open the IBKR Mobile app.

     1.a. If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2

     1.b. If the app opens with your Home Page, Portfolio, Watchlists, or similar , tap on More on the bottom-right corner (Figure 2). Then tap on Services on the top-left corner (Figure 3) and proceed with step 2.

Figure 1.                                       Figure 2.                                       Figure 3.

   

2. Tap on Authenticate (Figure 4) and then on Add User (Figure 5).

Figure 4.                                          Figure 5.

     

3. Read the instructions and then tap on Continue (Figure 6).

Figure 6.

4. Enter your Username and Password, and then tap on Continue (Figure 7)

Figure 7.

5. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 8). Enter this Authentication Code in the Activation Code field and tap on Activate (Figure 9).

Figure 8.                                                    Figure 9.

  

6. Depending on your smartphone's security settings, you will be asked to use your Passcode, Touch ID, or Face ID (Figure 10.).

Figure 10.

7. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 11).

Figure 11.

How to add a user to an existing IB Key instance - Android

Overview: 

This page covers the steps required to add a user to the Authentication section in the IBKR Mobile app for Android devices. 

 

Requirements:
  • The IBKR Mobile app must be installed and IB Key Authentication already activated on this Android device.
  • For more information on the installation and activation on Android devices, please consult KB2270.

 

Instructions:

1. On your Android device, open the IBKR Mobile app.

     1.a. If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2.

     1.b. If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the top-left corner (Figure 2). Then tap on Services on the top-right corner (Figure 3) and proceed with step 2.

Figure 1.                                       Figure 2.                                        Figure 3.

   

2. Tap on Authenticate (Figure 4) and then on Add User (Figure 5).

Figure 4.                                           Figure 5.

         

3. Read the instructions and then tap on Continue (Figure 6).

Figure 6.

4. Enter your Username and Password, then tap on Continue (Figure 7)

Figure 7.

5. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 8). Enter this Authentication Code in the Activation Code field and tap on Send (Figure 9).

Figure 8.                                                        Figure 9.

      

6. Provide your PIN then tap on Activate (Figure 10).

Figure 10.

7. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 11).

Figure 11.

How to verify your identity using your Secure Login Device

Overview: 

Some tasks in Client Portal will ask you to verify your identity by using the Challenge Code/Response String method in order to proceed further.

This article will guide you in completing these tasks with the following Secure Login Devices:

-----------------------------------------------------------------------------------------------------------------------------------------------------------

Verify your identity with IB Key (iOS)

1. When prompted, enter your Username and Password, then select Continue.

2. A Challenge Code will be displayed, along with a passcode field to enter a response.

3. Launch IBKR Mobile on your iOS smartphone:

     3.a. If the app opens with the home screen (Figure 1), select Authenticate then proceed with step 4.

     3.b. If the app opens with the login screen (Figure 2), tap Services on the top left (red arrow), select Authenticate and proceed with step 4.

     3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 3), tap More on the bottom-right (red arrow). Then tap Services on the top left (Figure 4), select Authenticate and proceed with step 4.

Figure 1.                                           Figure 2.
     

Figure 3.                                           Figure 4.

     

4. Type the Challenge Code from Client Portal into the corresponding field and select Generate Passcode.

5. Use Touch ID or Face ID for two-factor authentication.

If Touch ID has not been activated, IB Key will prompt you to enter your smartphone's passcode. A response string will then be generated (Figure 6).

     5.1 If you use Touch ID, place your registered finger on the Home Button (Figure 5). A response string will then be generated (Figure 6).

Figure 5.                                                       Figure 6.
     

     5.2 If you use Face ID, look at your iOS smartphone screen (Figure 7). A response string will then be generated (Figure 8).

Figure 7.                                                          Figure 8.
    

6. Enter the response string from IB Key into the passcode field of Client Portal and click Continue.

 

-----------------------------------------------------------------------------------------------------------------------------------------------------------

Verify your identity with IB Key (Android)

1. When prompted, enter your Username and Password, and click on Continue.

2. A Challenge Code will be displayed, along with a passcode field to enter a response.

3. Launch IBKR Mobile on your Android smartphone:

     3.a. If the app opens with the home screen (Figure 1), select Authenticate then proceed with step 4.

     3.b. If the app opens with the login screen (Figure 2), tap Services on the top left (red arrow), select Authenticate and proceed with step 4.

     3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 3), tap More on the bottom-right (red arrow). Then tap Services on the top left (Figure 4), select Authenticate and proceed with step 4.

Figure 1.                                            Figure 2.

    

Figure 3.                                            Figure 4.

    

4. Type the PIN that you determined during the IB Key registration process and the Challenge Code from Client Portal into the corresponding fields, then select Generate Passcode. A response string will then be generated.

5. Enter the response string from IB Key into the passcode field of Client Portal and click Continue.

-----------------------------------------------------------------------------------------------------------------------------------------------------------

Verify your identity with Digital Security Card+ (DSC+)

1. When prompted, enter your Username and Password.

2. A Challenge Code will be displayed, along with a passcode field to enter a response.

3. Turn on your DSC+ using the “press” button until 'PIN>' is displayed (Figure 1). Enter the 4-digit PIN code you specified at the time you requested the device, then confirm with the “OK” button (Figure 2).

Figure 1.                                                              Figure 2.                                                    

     

4. When 'CHALLNG>' is displayed (Figure 3), enter the 6-digit Challenge Code from the Client Portal screen into the DSC+, then confirm with the "OK" button (Figure 4).

Figure 3.                                                              Figure 4.                                       
    

5. A response code will appear.                                                  

6. Enter the response string from your DSC+ into the passcode field of Client Portal and click Continue.

Secure Login with Digital Security Card+

Overview: 

Securely log into any IBKR application, including TWS, Client Portal or WebTrader, using IBKR's Digital Security Card+.

 

NOTE: The buttons on your security card are not touch sensitive, but rather require to be pressed.

1. When logging in to your account, enter your user name and password as usual (Point 1 of Figure 1). If successful, a 6-digit Challenge Code will appear (Point 2 of Figure 1).

Figure 1.

 

2. Turn on your device by pressing the “press” button until the 'PIN>' display appears (Figure 2), enter the 4-digit PIN code you specified at the time you requested the device, then press the “OK” button (Figure 3).

Figure 2.                                                              Figure 3.                                                         

3. When the 'CHALLNG>' display appears on the device (Figure 4), enter the 6-digit Challenge Code from the login screen (step 1.) into the device, then press the "OK" button (Figure 5).

Figure 4.                                                              Figure 5.                                       
    

4. A response code will appear (Figure 6)

Figure 6.                                                          

5. Enter the 8 digits of the response code into the login screen (Figure 7). Select the Login button to proceed. If the passcode expires, start over from step 1. above.

Figure 7.                                                               

NOTE: The Security Code field will look slightly different depending on the application you are logging in to.

 

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 IBKR
  • 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

How is my IB Canada account protected?

The Canadian Investor Protection Fund (CIPF) is sponsored by the Canadian regulator (IIROC) to ensure client assets held by a Canadian investment dealer are protected if a member firm becomes insolvent. IB Canada is a member of the CIPF which offers insurance against member default for amounts up to CAD 1,000,000. Covered assets include cash, securities and commodities and will depend on the account type:

Non-registered accounts (Cash, Margin, TFSA)

1,000,000 CAD for any combination of cash, securities and commodities under all non-registered account types.
For assets held in a joint account or under a corporation, the percentage interest is added towards the same total.

Registered account (RSP)

RSP accounts are treated as "Separate Account" and are eligible for an additional 1,000,000 CAD coverage. Additional details can be found on www.cipf.ca.

Please note, IB Canada accounts receive CIPF protection in lieu of SIPC protection.

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.

 

双因素保护—移动IBKR验证

Overview: 

在IB,我们致力于通过双因素验证登录保护您的账户。在双因素验证模式下,只有通过使用两项安全因素才能访问账户,即“您已知的”(用户名和密码)和“您已有的”(工具生成的随机密码,将在用户名和密码后输入)。 双因素保护旨在降低网络黑客(其可通过恶意软件或社会工程陷阱取得您的密码)访问您账户的风险。

尽管IB提供多种双因素选择,但移动IBKR验证普遍被认为是最便于访问和操作的方式。下方列出了该应用程序的一些便利性因素。

 

1. 始终可用:
您总是会随身携带手机,这也就是能让您安全访问IB账户的工具

2. 便利:
无需携带、跟踪和注意其它设备。如果丢失或更换手机,IB客服也随时能帮助您恢复该应用程序,让其正常运行。

3. 快速激活:
程序下载后几分钟内,您便可用其进行验证登录。

4. 无需邮寄、运输或退还:
不会有寄送延迟,也不会因为电池耗尽而要退回设备。只需一次快速下载便可使用。

5. 用我们的无缝验证实现安全且快速通畅的登录:
登录交易平台或账户管理时,您只需输入用户名和密码 - IBKR会向您发送通知,您再使用IB Key协议用指纹或PIN码(具体取决于您的配置)完成验证。

6. 允许多个使用者用同一个应用程序进行验证:
如果您个人的IB账户有一个安全设备、您与配偶的联名账户有一个安全设备、您的公司账户也有一个安全设备,那么知道所有这些使用者(还可以有更多)现在都可以用同一个应用程序,您一定会非常高兴。

7. 所有智能手机都可使用:
如果您用的是iPhone,可直接从苹果应用商店下载移动IBKR。安卓手机用户可从谷歌电子市场获取该应用程序。中国客户可以从百度手机助手或360手机助手上下载。

8. 可离线运行:
即使手机离线(如正在休假或信号不好),您仍然可以使用移动IBKR验证。尽管无法使用无缝验证,但该程序仍可以生成您访问账户和进行交易必须用到的验证代码。

9. 重置密码安全传输:
安装了移动IBKR并激活了IB Key验证后,您便可让IB客服将临时密码以一种安全的方式发送到您的手机,而无需通过短信或其它方式。

10. 内存占用量小:
即使是限制最严格的数据套餐也可以下载移动IBKR,其安装在手机上不会占用系统资源。该程序的大小及其运行时的资源占用量都已在不影响安全性能的前提下降到了最小。

 

有关移动IBKR验证的安装、激活与运行,请参见KB2260

如何将移动IBKR验证(IB Key)迁移到新手机

您可以将移动IBKR应用程序同时安装在多个设备上,但集成的验证模块(IB Key)只能在一个手机上激活,您将在这台手机上完成任何其它设备触发的双因素验证任务。

尽管如此,如果您有多台手机,或者如果您丢了/换了手机,您也可以在无需联系IB客户服务的情况下直接迁移IB Key激活。IB Key迁移可供您在从主设备/旧设备上移除双因素验证功能的同时继续在备用手机/新手机上执行双因素验证任务。
 
如果您丢失/更换了设备或者即将因为出差或休假而无法使用设备,则可以使用该程序。
 
    要求: 
    - 该程序将完全在您的备用手机/新手机上进行。无需用到主手机/旧手机(当前激活了IB Key的设备)
    - 除非您的使用者有已激活的实物安全设备,否则您会需要最初用来激活IB Key的手机号码,因为在迁移过程中,我们会向该号码发送短信(SMS)。
     

    阅读完上述要求后,请根据您手机的操作系统点击下方对应链接:

  • iOS
  • 安卓

 


iOS

1. 打开移动IBKR,输入用户名和密码,点击登录
图 1


2. 选择迁移IB Key图 2),然后点击迁移IB Key确认您的选择(图 3
图 2                                                              图 3

  

3. 阅读完说明后,点击继续
图 4
 
4. 输入用户名和密码,点击登录
图 5
 
5. 从发送给您的短信(SMS)中找到激活码图 6)。在激活码对应框输入激活码,然后点击激活图 7
图 6                                                             图 7
  
 
6. 点击完成完成迁移程序
图 8

 

 

安卓

1. 打开移动IBKR,输入用户名和密码,点击登录
图 1


2. 选择迁移IB Key图 2),然后点击迁移IB Key确认您的选择(图 3
图 2                                                            图 3
  
 
3. 阅读完说明后,点击继续
图 4
 
4. 输入用户名和密码,点击登录
图 5
 
5. 从发送给您的短信(SMS)中找到激活码图 6)。在短信码对应框输入激活码,然后点击验证图 7
图 6                                                          图 7
  
 
6. 自行设置一个PIN码(字母数字,4到6个字符,至少有一个数字),输入到PIN码对应框。然后在重复PIN码区域再次输入该PIN码进行确认。点击激活
图 8
 
7. 点击完成完成迁移程序
图 9
 
 

 

参考:

  • 参见KB2879KB2260了解有关移动IBKR验证(IB Key)的基本信息
  • 参见KB2260了解移动IBKR应用程序的安装/激活/操作说明
  • 参见KB2278了解在苹果手机上操作IB Key的说明
  • 参见KB2277了解在安卓手机上操作IB Key的说明 
  • 参见KB3279了解在另一手机上启用了IB Key的情况下如何登录移动IBKR
  • 参见KB3073了解如何重新激活或迁移移动IBKR验证(IB Key)

 

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