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 the Client Portal. How can I add a User to IB Key? (Android)

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 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 IB Key. Tap DONE to confirm (Figure 10).

Figure 10                              

 

 

Possible Issues and Solutions
 
  • During the 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 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 the Client Portal. How can I add a User to IB Key? (iPhone)

 
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 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 IB Key. Tap DONE to confirm (Figure 10).

Figure 10

 

 

 

 

Possible issues and solutions

 

  • During the 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 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.
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • 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 IB Key / IBKR Mobile authentication to a new smartphone.

I want to add a User to IB Key with the QR Code displayed in my Client Portal (Android)

 
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 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) 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 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 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 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.
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • 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 IB Key / IBKR Mobile authentication to a new smartphone.

I want to add a User to IB Key with the QR Code displayed in my Client Portal (iPhone)

 
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 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 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 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 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.
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • 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 IB Key / IBKR Mobile authentication to a new smartphone.

 

IB Key Activation with QR Code

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

 

1) Log into Client Portal. You will see a banner recommending that you activate 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 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 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 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 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.
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • 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 IB Key / IBKR Mobile authentication 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

 

外汇(FX)入门

Overview: 

IB提供的交易场所和交易平台既适用于专注外汇交易的交易者也适用于因多币种股票和/或衍生品交易需要偶尔进行外汇交易的交易者。下方文章概述了在TWS平台上下达外汇定单的基本要点以及报价管理和头寸报告相关信息。

Background: 

外汇(FX)交易涉及同时买入一种货币并卖出另一种货币,两种货币组合在一起通常被称为交叉货币对。在下方例子中,EUR.USD交叉货币对中的前一种货币(EUR)为交易者想买入或卖出的交易货币,后一种货币(USD)则为结算货币

 

跳转至指定主题;

 

外汇报价

货币对即外汇市场上一种货币单位相对于另一种货币单位的相对价值的报价。用以作为参考的货币被称为报价货币,而参考该货币给出报价的货币则被称为基础货币。在TWS中,每个货币对有一个交易代码。您可以使用外汇交易者(FXTrader)调换报价方向。交易者买入或卖出基础货币的同时在卖出或买入报价货币。例如,EUR/USD货币对的代码为:

EUR.USD

其中:

  • EUR为基础货币
  • USD为报价货币

上方货币对的价格表示需要多少单位的USD(报价货币)能交易一个单位的EUR(基础货币)。也就是说,1 EUR是在按USD报价。

EUR.USD的单表示买入EUR并卖出同等金额的USD,具体取决于交易价格。

 

创建报价行

 
在TWS添加外汇报价行具体步骤如下:
1.  输入交易货币(如EUR),然后按回车键(enter)。
2.  选择产品类型——外汇   

3.  选择结算货币(如USD),然后选择外汇交易场所。

 

 

注:

IDEALFX对于超过其最低数量要求(通常为25,000美元)的定单可直接接入银行间外汇报价。传递到IDEALFX但未达到其最低数量要求的定单基本会被自动传递到小额定单交易场所进行外汇转换。点击此处了解IDEALFX的最低数量要求和最高数量限制相关信息。 

外汇交易商会按特定方向对外汇货币对进行报价。因此,交易者需通过调整输入的货币代码来查找想要的货币对。例如,如果输入货币代码CAD,交易者会发现合约选择窗口中没有结算货币USD。这是因为,该货币对是按USD.CAD报价的,只能先输入底层代码USD,然后再选择货币对。


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下单

 

具体取决于显示的栏标头,货币对将显示如下:
合约(Contract)描述(Description)栏将按交易货币.结算货币的形式显示货币对(如EUR.USD)。底层代码(Underlying)栏则只显示交易货币。

点击此处了解如何更改更改显示的数据栏标头。


 

1.  要输入定单,左键点击买价(下卖单)或卖价(下买单).

2.  指定想要买入或卖出的交易货币的数量。定单的数量基础货币(即货币对中的前一种货币)显示。

盈透证券在外汇交易上没有代表固定金额基础货币的合约的概念,您的交易尺寸便是所需交易的基础货币金额。

例如,100,000单位EUR.USD的买单会买入100,000单位EUR,并根据显示的汇率卖出等值USD。

3.  指定想使用的定单类型、汇率(价格),然后传递定单。

注:下达的定单必须是完整的货币单位,除上述交易场所最低数量要求外,没有最低合约或手数要求。

常见问题:如何使用外汇交易者(FX Trader)下单?

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点值

点(pip)是货币对变化的衡量单位,对于大多数货币对来说其代表最小变化,但有时也允许存在非整点的变化。

例如,在EUR.USD中,1个点是0.0001,而在USD.JPY中,1个点事0.01。

要计算报价货币1个点的点值,可采用以下公式:

(名义金额) x (1个点)

例如:

  • 代码 = EUR.USD
  • 金额 = 100,000 EUR
  • 1个点 = 0.0001

1个点点值 = 100’000 x 0.0001= 10 USD

  • 代码 = USD.JPY
  • 金额 = 100’000 USD
  • 1个点 = 0.01

1个点点值 = 100’000 x (0.01)= JPY 1000

要计算基础货币1个点的点值,可采用以下公式:

(名义金额) x (1个点/汇率)

例如:

  • 代码 = EUR.USD
  • 金额 = 100’000 EUR
  • 1个点 = 0.0001
  • 汇率 = 1.3884

1个点点值 = 100’000 x (0.0001/1.3884)= 7.20 EUR

  • 代码 = USD.JPY
  • 金额 = 100’000 USD
  • 1个点 = 0.01
  • 汇率 = 101.63

1个点点值 = 100’000 x (0.01/101.63)= 9.84 USD

 

头寸(交易后)报告

 

外汇头寸信息是在IB进行交易的一个重要方面,在真实账户中开始交易之前需对其进行充分了解。IB的交易软件在两个不同的地方反映了外汇头寸,二者均可在账户窗口查看。

 

1. 市场价值

账户窗口的市场价值部分反映的是实时货币头寸,按货币(而非货币对)显示。 

账户窗口的市场价值部分是唯一一个可供交易者查看实时外汇头寸信息的地方。持有多种货币头寸的交易者不一定要使用开仓时用的货币对来平仓。例如,买了EUR.USD(买EUR卖USD)还买了USD.JPY(买USD卖JPY)的交易者也可以通过交易EUR.JPY(卖EUR买JPY)来平仓头寸。

注:

市场价值部分可展开/收起。交易者应点击净清算价值栏上方的符号确保显示出绿色“减号”。如果是绿色“加号“,某些头寸可能被隐藏。

 

交易者可以从市场价值部分发起平仓交易:右键点击想要平仓的货币,选择”平仓货币余额“或”平仓所有非基础货币余额“。

 

 2. 外汇投资组合

账户窗口的外汇投资组合部分展示的是虚拟头寸,以货币对的形式显示头寸信息,这与市场价值部分按货币显示不同。这种特定的显示形式是为了考虑机构外汇交易者的常用惯例,零售或非频繁外汇交易者基本上可以无视该部分信息。外汇投资组合的头寸数量并不反映所有外汇活动,但是,交易者可以对此部分显示的头寸数量和平均成本进行修改。这一无需执行交易便可随意调整头寸和平均成本信息的功能对于除交易非基础货币产品外还参与其它货币交易的交易者可能会有帮助。其可让交易者手动将自动货币转换(交易非基础货币产品时会自动发生)与单纯的外汇交易活动分隔开来。 

外汇投资组合部分的外汇头寸和盈亏信息均来自所有其它交易窗口显示的信息。这在确定真实的实时头寸信息时可能会造成一定困惑。为减少或消除此类困惑,交易者可以选择以下操作:

 

a. 收起外汇投资组合部分

点击外汇投资组合(FX Portfolio)文字左边的箭头可收起外汇投资组合部分。收起该部分后,虚拟头寸信息便不再在各交易页面显示。(注:这并不会让市场价值信息显示出来,其只会阻止外汇投资组合信息显示。)

 

 

b. 调整头寸或平均价格

右键点击账户窗口的外汇投资组合部分,交易者可以选择调整头寸或平均价格。交易者平仓掉所有非基础货币头寸并确定市场价值部分反映了被平仓的所有非基础货币头寸后,便可将头寸和平均价格区域重置为0。此操作会重置外汇投资组合部分的头寸数量,可让交易者在交易界面看到更加准确的头寸和盈亏信息。(注:这是手动操作,每次货币头寸平仓后都需进行一次)。交易者应随时对市场价值部分的头寸信息进行确认,确保传递的定单达到开仓或平仓头寸想要的结果)

 

我们鼓励交易者在真实账户中开始交易前,先在模拟交易或演示账户中熟悉一下外汇交易。如关于以上信息仍有任何疑问,请联系IB。

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其它常见问题:

 

 

 

 

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 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 Continue (Figure 7).

Figure 7.

3. Enter your Username and Password, and then tap on Continue (Figure 8). 

Figure 8.

4. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 9). Enter this Authentication Code in the Activation Code field and tap on Activate (Figure 10).

Figure 9.                                                    Figure 10.

  

5. Depending on your smartphone's security settings, you will be asked to use your Passcode, Touch ID, or Face ID (Figure 11).

Figure 11.

6. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 12).

Figure 12.

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