如何用手机向IBKR发送文件

Overview: 

即使您一时无法扫描文件,盈透证券也支持您给我们发送文件副本。您可以用手机将所需文件拍下来。

下方介绍了在不同手机操作系统下如何拍照并将照片通过电子邮件发送给盈透证券的详细步骤:

如果您已经知道如何拍照并通过电子邮件发送图片,请点击此处——电子邮件应该发送到哪里以及邮件主题应该写什么

 

iOS
1. 从手机屏幕的底部向上滑,然后点击相机图标。

如果没找到相机图标,您可以从iPhone主屏幕点击相机应用程序图标。

通常情况下打开的应该是后置摄像头。如果打开的是前置摄像头,请点击摄像头切换按钮。


2. 将手机移到文件上方,镜头对准需要的位置或页面。

 

3. 确保光线均匀、充足,避免因为拿手机的姿势在文件上投下任何阴影。手机拿稳,防止抖动。点击拍照按钮拍照。

 

4. 点击左下角的缩略图查看您刚刚拍的照片。


5.  确保照片清晰,文件字迹清楚。您可以用两个手指在图片上划开来放大图片查看细节。

如果图片质量或亮度不好,请重复上述步骤重新拍照。


6. 点击屏幕左下角的分享图标。



7. 点击电子邮件图标。

注意:要发送电子邮件,您的手机必须有相应配置。如果不知道如何配置,请联系您的电子邮件供应商。

 

8. 请参见此处了解如何填写电子邮件收件人(To:)和主题(Subject:)。填写完毕后,点击右上方的向上箭头发送邮件。

 


安卓
1. 打开应用程序列表,启动相机应用程序。或者直接从手机主屏幕启动相机。取决于您的手机型号、制造商或设置,相机应用程序的叫法可能有所不同。

通常情况下打开的应该是后置摄像头。如果打开的是前置摄像头,请点击摄像头切换按钮。

 

2. 将手机移到文件上方,镜头对准需要的位置或页面。

 

3. 确保光线均匀、充足,避免因为拿手机的姿势在文件上投下任何阴影。手机拿稳,防止抖动。点击拍照按钮拍照。


4.  确保照片清晰,文件字迹清楚。您可以用两个手指在图片上划开来放大图片查看细节。

如果图片质量或亮度不好,请重复上述步骤重新拍照。


5. 点击屏幕右下角的空白圈圈图标。   

 

6. 点击屏幕左下角的分享图标。


7. 在显示的分享菜单中点击手机上安装好的电子邮件客户端的图标。下图显示的是Gmail,但手机设置不同,电子邮件程序也会不同。

注意:要发送电子邮件,您的手机必须有相应配置。如果不知道如何配置,请联系您的电子邮件供应商。

8. 请参见此处了解如何填写电子邮件收件人(To:)和主题(Subject:)。填写完毕后,点击右上方的飞机图标发送邮件。

 


电子邮件应该发送到哪里以及邮件主题应该写什么
应按照以下说明发送邮件:
1. 在收件人(To:)字段,输入:

  •   newaccounts@interactivebrokers.com(如果您是非欧洲国家居民)
  •   newaccounts.uk@interactivebrokers.co.uk(如果您是欧洲国家居民)

2. 主题(Subject:)字段必须注明所有以下信息:

  •     您的账户号码(通常格式为Uxxxxxxx,其中x是数字)您的用户名
  •     发送文件的目的。请采用以下惯例:
    • 居住地证明请写PoRes
    • 身份证明请写PID

 

如何向已激活的移动IBKR验证添加使用者 - iOS版

Overview: 

本文阐述了如何在iOS版移动IBKR的验证部分添加使用者。

 

要求:
  • iOS安卓设备上必须安装了移动IBKR应用程序并且已激活移动IBKR验证。
  • 有关如何在iOS设备上安装并激活移动IBKR验证的详细信息,请参见KB2278

 

说明:

1. 在iOS设备上打开移动IBKR应用程序。

     1.a. 如果打开时出现的是登录界面(图1),点击左上角的服务(红色箭头),然后继续第2步。 

     1.b. 如果打开时出现的是主页、投资组合、自选列表或其它类似界面,点击右下角的更多图2)。然后点击双因素验证图3),再点击添加使用者图4),接着进入第3步

图 1.                                          图 2.                                            图 3.                                                                     

     

图 4.                                     

2. 点击验证(图5),然后点击添加使用者(图6)。

图 5.                                            图 6.

    

 

3. 阅读说明,然后点击继续图7)。

图 7.

3. 输入您的用户名密码,然后点击继续图8)。 

图 8.

4. 验证码将通过短信发送到您账户登记的手机号码(图9)。将验证码输入到激活码框内,点击激活(图10)。

图 9.                                                      图 10.

  

5. 取决于您手机的安全设置,系统会提示您使用锁屏密码、Touch ID或Face ID(图11)。

图 11.

6. 如果激活成功,将显示确认界面。最后,点击完成来结束(图12)。

图 12.

 

 

 

 

 

 

 

如何配置客户服务消息传递和通知方式

要配置您的消息中心偏好设置:

1. 登录客户端

2. 点击使用者菜单(右上角的头像图标),然后点击安全消息中心。

3. 点击“撰写”按钮旁的偏好(齿轮)图标。

4. 将出现消息偏好设置窗口。

5. 使用下拉框为消息选择主要次要偏好语言。

6. 在安全消息传递部分选择您想要的传递选项。

7. 点击保存保存更改。

请注意,出于安全考虑,无法通过电子邮件或短信方式接收完整的消息。通过电子邮件或短信只能收到通知的概述,

更多信息请参见客户端用户指南的消息中心偏好设置

用二维码激活IB Key

您可能已经在登录客户端时看到了一个二维码。本文中,我们将详细说明如何使用这个二维码来激活移动IBKR验证(IB Key)。

 

1) 登录客户端。您会看到一条建议您扫描二维码激活IB Key的页面横幅:

图 1


 

2) 在手机上打开“相机”。

图 2

 

3) 将手机摄像头对准二维码。您无需点击拍照。对焦后,二维码会被自动拍摄。如果您的手机没能识别二维码,请试试移动手机调整远近距离以让其重新对焦。如果仍旧无法识别,请参见本文末尾的可能出现的问题及解决方法

图 3

 

4) 如果手机成功读取二维码,您会看到手机屏幕顶部弹出一条横幅。

  • 如果横幅让您在手机浏览器中打开IBKR网站(如图 4.1),请直接进入下一步:5)
  • 如果横幅让您打开移动IBKR应用程序(如图4.2),请跳至第8)步

图 4.1                                                                                               图 4.2

 

5) 点击手机屏幕顶部让您打开IBKR网站的横幅。您将会跳转至苹果应用商店。

图 5

 

6) 点击下载图标获取 在手机上安装移动IBKR应用程序。

图 6

 

7) 安装完成后,不要打开移动IBKR应用程序。打开手机相机,对准客户端中显示的二维码。

图 7

 

8) 点击手机屏幕顶部让您打开移动IBKR应用程序的横幅。

图 8

 

9) 如果系统询问您是否允许移动IBKR的通知,请点击“允许”。

图 9

 

10) 系统会要求您提供解锁手机的安全要素(FaceID、指纹或锁屏密码)。

图 10

 

11) 您会收到一则确认IB Key已成功激活的消息。点击“完成”以完成程序。

图 11

 

 

可能出现的问题及解决方法

 

  • 我的手机无法读取二维码,我该怎么办?

请确定您已经在手机的相机设置下打开了“扫描二维码”开关。

图 12

 

  • 我手机打开的是前置摄像头,怎么切换到后置摄像头?

通常相机界面都有一个特定按钮可以切换摄像头。

图 13

 

  • 在IB Key激活过程中,我收到了一条错误消息“发生错误,请重试。”

图 14

该错误消息可能是因为您在尝试激活已经激活过的IB Key。请重新登录客户端。如果输入用户名和密码之后您手机收到一条通知,而您点击该通知之后能够顺利完成验证则表明您的IB Key已经激活,您无需再按这些步骤继续操作。

出现错误消息的另一个原因可能是客户端中显示的二维码已经被扫描过一次用来激活,当前已经过期。这种情况下,请退出客户端再重新登录以获取新的二维码。

 

参考:
  • KB2260:如何激活和操作移动IBKR验证。
  • KB2748:如何恢复移动IBKR验证。
  • KB3236:如何为移动IBKR应用程序启用通知。
  • KB3234:收不到移动IBKR通知怎么办。
  • KB3073:如何重新激活或迁移IB Key/移动IBKR验证。

 

I am unable to scan the QR Code in Client Portal. How can I add a User to IBKR Mobile Authentication (IB Key) for Android?

Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this Android device.
  • For more information on the installation and activation on Android devices, please consult KB2277.

 

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 Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

 

Figure 1                                                 Figure 2                                               Figure 3                         
    

Figure 4                                            

2) Tap on AUTHENTICATE (Figure 5) and then on Add User (Figure 6).

Figure 5                                                      Figure 6                                      
         

3) Read the instructions and then tap on SESSION ID (Figure 7).

Figure 7                                   


4) Type the alphanumeric string present below the QR code in the Session ID field (Figure 8).

Figure 8

5) Provide your PIN then tap ACTIVATE (Figure 9).

Figure 9                        

6) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).

Figure 10                              

 

 

Possible Issues and Solutions
 
  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 11

This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

I am unable to scan the QR Code in Client Portal. How can I add a User to IBKR Mobile Authentication (IB Key) for iPhone?

 
Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) 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 Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

Figure 1                                                 Figure 2                                              Figure 3                        

     

Figure 4                                                        

 

2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).

Figure 5                                                  Figure 6

      

3) Tap Setup IB Key using QR code (Figure 7).

Figure 7                      

     

4) Type the alphanumeric string present below the QR code in the Activation Code field (Figure 8).

Figure 8

8) Tap Activate IB Key (Figure 9).

Figure 9

9) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).

Figure 10

 

 

 

 

Possible issues and solutions

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 11

This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to add a User to IBKR Mobile Authentication (IB Key) for Android with the QR Code from Client Portal

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

 

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 Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

 

Figure 1                                                 Figure 2                                               Figure 3                         
    

Figure 4                                            

2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).

Figure 5                                                      Figure 6                                      
         

3) Read the instructions and then tap on SESSION ID (Figure 7).

Figure 7                                   


4) Tap QR CODE (Figure 8).

Figure 8                                            

5) Tap Allow if asked for permission to use the phone camera (Figure 9).

Figure 9                     

6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 10

7) Provide your PIN then tap on ACTIVATE (Figure 11).

Figure 11                               

8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 12).

Figure 12                            

 

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).

Figure 13

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).

Figure 14

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 15

This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to add a User to IBKR Mobile Authentication (IB Key) for iPhone with the QR Code from Client Portal

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

 

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 Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

Figure 1                                                 Figure 2                                              Figure 3                        

     

Figure 4                                                        

 

2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).

Figure 5                                                  Figure 6

      

3) Tap Setup IB Key using QR code (Figure 7).

Figure 7                      

     

4) Tap Launch Camera (Figure 8).

Figure 8            

             

5) Tap OK if you are asked for permission to use camera (Figure 9).

Figure 9                                       

       

6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 10                                        

         

7) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode). Please provide it (Figure 11).

Figure 11                                   

           

8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to confirm (Figure 12).

Figure 12                                  

 

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).

Figure 13

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).

Figure 14

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again." 

Figure 15

This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

 

I want to activate IBKR Mobile Authentication (IB Key) for iPhone with the QR Code from Client Portal

You may have seen a QR code when you logged into Client Portal. In this article we will cover the steps for activating IBKR Mobile Authentication (IB Key) using that code.

 

1) Log into Client Portal. You will see a banner recommending that you activate IBKR Mobile Authentication (IB Key) by scanning the accompanying QR Code:

Figure 1


 

2) On your smartphone, launch the "Camera" app.

Figure 2

 

3) Point the lens of your smartphone camera towards the QR code. You don't need to "take a picture." When the code is in focus it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 3

 

4) If your device was able to read the QR code successfully, you will see a banner on the top of your smartphone screen.

  • If the banner asks you to open the IBKR web site on your smartphone browser (as in Figure 4.1), please proceed directly to next step, 5)
  • If the banner asks you to open the IBKR Mobile app (as in Figure 4.2), please jump to step 8)

Figure 4.1                                                                                Figure 4.2

 

5) Tap on the banner on the top of your smartphone screen, asking you to open the IBKR Web site. You will be redirected to the AppStore.

Figure 5

 

6) Tap the download icon GET to install IBKR Mobile on your phone.

Figure 6

 

7) Once the installation is complete, do not launch the IBKR Mobile app. Open your camera and again focus on the QR code displayed in Client Portal.

Figure 7

 

8) Tap on the banner on the top of your screen, asking you to open the IBKR Mobile app.

Figure 8

 

9) Tap Allow if asked whether to allow or disallow notifications for IBKR Mobile.

Figure 9

 

10) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode).

Figure 10

 

11) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to complete the procedure

Figure 11

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone.

Figure 12

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses.

Figure 13

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 14

This error message may indicate you are attempting to activate an IBKR Mobile Authentication (IB key) instance that is already activated. Please try to log in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then your IBKR Mobile Authentication (IB Key) instance is already activated and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

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

 

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