Trading Platform Login Report - TWS / mobile

Introducing brokers may request login reports to obtain information regarding their client’s login activity to the various trading platforms and Client Portal. Although the content of this report may be customized to fit particular needs, the username, application type (TWS, Mobile Trader), and time of login in EST are the default contents. Delivery of this report is on a monthly basis and made available through the Client Portal. Based on the chosen contents of the report, however, FTP delivery may also be available.

Please note that this information is provided on a best efforts basis and may contain errors or omissions. The report should be used for informational purposes only and is subject to change without prior or additional notice. IBKR does not warrant that the information provided is accurate, timely or complete and urges clients to contact IBKR immediately should there be any concerns regarding account security or protection.

收不到通知的情况下如何使用移动IBKR验证程序(IB Key)

即使您的手机无法接收移动IBKR程序通知,您仍可以采用移动IBKR验证程序(IB Key)挑战/响应方式完成登录,详细步骤请参见以下文章(根据设备操作系统选择):

如果您的手机没有网络连接(您在漫游、没有信号覆盖或没有移动数据等),您也可以采用相同步骤登录。

如果您的手机有网络连接,但仍然收不到移动IBKR程序通知,那么我们建议您根据该IBKR知识库文章所述步骤操作。

 

临时安全码有效期是多久?

对于加入安全登录系统的客户,如果其安全设备找不到、遗失或损坏,IBKR会提供临时密码。客户可在2天内使用此临时密码访问客户端和交易平台。2天后,临时密码便不再能用于访问交易平台,但仍可在10天内供客户访问客户端。但客户端的访问权限仅限于打印或保存在线安全代码卡。

而在线安全代码卡则有21天有效期,可以让账户持有人有时间找出设备,或者如果是设备遗失或损坏导致需要更换也可在收到更换设备前继续访问账户。没有实物安全设备又无法使用临时密码或在线安全代码卡登录的账户持有人要访问账户需联系客户服务(ibkr.com/support)。

恢复账户永久性访问的最快办法是安装并激活采用IB Key的移动IBKR程序。有关此智能手机程序激活的详细信息,请参见此处

重要通知

根据政策,IBKR将不再为账户连续提供临时密码,而是会通过实物安全设备将账户保护提高至最安全等级。

 

参考链接
  • KB70:请求临时密码的说明
  • KB1131:安全登录系统概述
  • KB2636:安全设备相关信息与程序
  • KB2481:在两个或以上使用者之间共享安全登录设备的说明
  • KB2545:退出后再参加安全登录系统的说明
  • 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:多重双因素验证系统(M2FS)
  • KB1861: 安全设备更换费用

 

IBKR Mobile Authentication (IB Key) Use Without Notifications

In case your smartphone is unable to receive IBKR Mobile notifications, you can still complete the login process using the IBKR Mobile Authentication (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 IBKR Mobile notifications despite having Internet connectivity, we recommend you to perform the steps outlined in the IBKR Knowledge Base.

 

How to overcome the "Downloading settings from server failed" error

Background: 

Store settings on server allows clients the ability to store their Trader Workstation (TWS) settings/configuration on the cloud and retrieve them at anytime from another computer. This feature allows you to use the layout of a specific user on two or more machines.

In some specific circumstances, the operation which stores/downloads the settings to/from the cloud may fail and the following error message may appear shortly after the TWS has loaded on the screen:

 

 

 How to overcome this error message?

 The underlying causes of this message are usually the following:

  • ACCESS TO THE LOCAL MACHINE IS BLOCKED: A security setup, such as a firewall or antivirus, prevents the access of this computer to the cloud storage. This prevents TWS from accessing the remote server, thus disallowing the settings file upload or download. Recommended workaround: set up an exception on the firewall or antivirus in order to exclude the TWS executable file (c:\Jts\tws.exe) or the entire TWS folder (C:\Jts) from the real time security scan. The procedure to set an exclusion may vary, according to the software you are using, therefore we recommend consulting the user guide or the on-line documentation of your specific security program.
     
  • ACCESS TO THE REMOTE SERVER IS BLOCKED: A firewall or proxy service blocks the communication with the cloud storage through the network on which this computer is. In this scenario, you (or your IT / Networking departments, in case you do not have the rights for such an operation) can modify the firewall or proxy settings to allow the computer to communicate with the cloud server s3.amazonaws.com on the TCP port 443. For additional details about the hosts/ports which needs to be allowed for the proper TWS operation, please see as well the section "DESKTOP TWS" of KB2816. Please refer to the documentation of your specific software in order to create specific rules for your firewall or proxy system.

 

See KB2323 for instructions on how to restore TWS settings from external storage
See KB2320 for instructions on transferring settings from one user to another

 

How to check and solve connectivity issues affecting the Trader Workstation (TWS)

Background: 

The Trader Workstation (TWS) software needs to connect to our gateways and market data servers in order to work properly. Connectivity issues affecting your local network or your Internet Service Provider network may negatively affect the TWS functionality. In this article we will indicate how to test your connectivity using an automated connectivity test web page.

 

How to test the connectivity using the automated "IB Connectivity Test" web page?

1) Click on this link: http://www.interactivebrokers.com/cgi-bin/conn_test.pl 

2) Please wait until all the tests have been completed and results have been displayed. If you see "Success" as outcome for all tests, your connectivity to IB Servers is reliable at the present moment. No additional connectivity troubleshooting or configuration should be needed.

3) If you see "Fail" as outcome for one or more test/s, please click on the link "Fail" itself in order to display the "IB Network Troubleshooting Guide". That section will help you conduct some manual tests to identify the cause of the failure.

Note for Corporative environments and Proxy server users: the automated "Connectivity Test" page may return misleading results in case your machine is accessing the Internet through a Proxy server. This usually happens if you are connected to a company network. If this is your case, we kindly ask you to contact your Network Administrator or your IT Team and ask them to perform a manual connectivity tests towards the destination servers indicated in the table on the top of the IB automated "Connectivity Test" web page itself. The manual connectivity test should be conducted using destination TCP ports 4000 and 4001. Should they prefer to have the server list in another format or should they need to set up the firewall / IP Management rules, you can forward them this page.

 

我能否申请替换安全登录设备或临时安全代码?

IBKR致力于保护您的账户和账户资产,防止欺诈行为。安全登录系统则为您的账户提供了额外一层安全保障。出于安全考虑,所有替换安全设备申请都必须通过电话咨询并且只能在账户持有人或被授权使用者的身份经过本人口头核验后才能处理。需要立即登录账户和更换安全设备的客户,请致电IBKR客户服务恢复登录。

 

参考
  • KB69:有关临时密码有效期的信息
  • KB1131:安全登录系统概述
  • KB2636:安全设备相关信息与操作流程
  • KB2481:在多个使用者之间共享安全登录设备的相关说明
  • KB2545:退出后重新加入安全登录系统的相关说明
  • KB975:如何将安全设备退还给IB
  • KB2260:通过移动IBKR激活IB Key验证
  • KB2895:多重双因素系统(M2FS)
  • KB1861:安全设备费用信息

 

When and how should I increase the memory allocation for TWS?

Overview: 
Java Virtual Machine memory allocation

The Trader Workstation is a Java-based application. As any other Java applications, it executes within a Java virtual machine (JVM) which manages the interactions between the program and the underlying Operating System (OS).

The memory (RAM) which is allocated by the operating system to the JVM constitutes the heap space. That is the area where all the class instances and arrays needed by the application are allocated. The heap space is created when the JVM is started and it is dynamically freed-up by the Garbage Collector (GC), the Java memory manager. When the need arises, the Garbage Collector is invoked to free up the heap space by unloading Java classes and other code structures no longer used by the application.

If the heap space is undersized, the Garbage Collector may not be able reclaim memory at the needed pace or may have to be called too often, draining the processor (CPU) resources. When this happens, the application may slow down, be unresponsive or even crash completely.

To ensure a smooth TWS run, it is therefore sometimes necessary to change the memory allocation, according to the layout complexity and the needs of the application itself.

Background: 
In which case I should change the TWS memory allocation?
If your TWS layout contains a considerable number of elements (Analytical/Trading Tools, Chart windows, News panels, Watchlists, Layout tabs...) and your platform is slow or poorly responsive, you may want to increase the memory allocation in order to achieve better performances. If your TWS freezes or crashes, we also recommend increasing the heap space as the first corrective action to attempt. 
 
How much memory should I allocate to TWS?
In general we recommend to start with a conservative memory allocation and test the TWS performances with that set up. If the performances improvement is less noticeable then expected or not yet satisfactory, you can switch gradually to higher values until you find the best fit for your platform.
Please consider the following:
  • The memory you allocate to the TWS has to be available on your system. For details, please see Note 1. Allocation values above 2048 are not supported by 32-bit OS. For details, please see Note 2. 
Considering the above, we suggest to initially reserve 1.5 GB of system RAM the TWS, as explained in the guide below.
This amount of free memory is usually available on any modern computer and should be a good fit for most of the cases. Should you still notice slowness, freezing or crashes during the TWS execution, you can raise the value to 1792.
In any case, we do not recommend to set the value above 2048 since this will produce an unnecessary overhead and may thus even decrease the overall performances of the application.

 

 
How can I change the memory allocation for the TWS?

Please follow one of the links below for the instructions, according to the Operating System and TWS release you are using

 
     Any Operating System
 
     B.1 Your Operating System is Windows      
     B.2 Your Operating System is Mac OS

 

 

 

A. TWS version 972 and higher

The steps below are valid for all Operating Systems
1) In the TWS, click on the top menu File (or Edit if you are using Classic TWS) and select Global Configuration...

2) On the left side menu of the Global Configuration panel, click on General

3) In the panel on the right side, in the Memory Allocation field, replace the existing value with 1536

4) Click on Apply and then on OK

5) Shut down the TWS

6) Launch the TWS with a double click on the Desktop shortcut Trader Workstation (Should you receive an error message, please see Note 3.
 

Back to top 

 

 

B. TWS versions previous to 972

B.1 Your Operating System is Windows

1) Close TWS in case it is running

2) On your keyboard, press WIN+R (the WIN key is the key with the windows flag located on the left side of tour keyboard,  between the keys CTRL and ALT) 
3) Type C:\Jts\tws.vmoptions and Click OK
4) Should the system ask you which program to use to open the file, select Notepad and click OK
5) Cut the line -Xmx768m and paste it below the line ### Keep on update
6) Change then the value of the parameter Xmx from 768 to 1536
7) Save the changes by clicking on the top menu File --> Save
8) Close the file clicking on the X icon on the right side of the toolbar
9) Launch the TWS with a double click on the Desktop shortcut Trader Workstation (Should you receive an error message, please see Note 3.
 
 

Back to top 

 

 

B.2 Your Operating System is Mac OS
 
1) Close the TWS if it is running
 
2) Use the Spotlight search (the magnifier glass on the top right of your Desktop) to find the file tws.vmoptions
Normally the file is located within the Jts folder (a subfolder of your home folder)

3) On the Spotlight results panel, click on tws.vmoptions to open it. Should the system ask you how to open this file, click Choose Application... select  a text editor (TextEdit, Smultron, TextWrangler...) of your choice and click Open
 
 
4) Locate the line -Xmx768m. Cut it and paste it below the line ### Keep on update
 
6) Modify the value 768 in to 1536
 
7) Save and close the file

8) Launch the TWS with a double click on the Desktop shortcut Trader Workstation (Should you receive an error message, please see Note 3.
 

 Back to top 

 

 

Notes

 

1. Available system RAM
In order to check the amount of available system RAM on your computer, you can:
 - on Windows: use the key combination CTRL+SHIFT+ESC to start the Task Manager, click on the tab Performance and look for the "Available" Physical Memory. This will tell you the amount of unoccupied RAM in MB (1024 MB = 1GB)
 
 
- on Mac OS: Open Finder, go to Application --> Utilities and open Terminal. In the terminal type the command:
sudo purge
and press Enter. The system may ask you to enter your Mac user password. Enter the password. Once the command has completed, type the following command:
top -l 1| grep PhysMem
The "unused" value will tell you the amount of unoccupied RAM in MB (1024M = 1GB)

 

 

 2. Limitations of 32-bit Operating Systems
Please notice that 32-bit Operating Systems can normally only address a maximum of 2 GB of RAM per process (see table below for details). Because of this OS architecture limitation, if you have a 32-bit OS, the maximum memory allocation for the TWS must not exceed 2048 Mb.

 

3. Error: "Could not create the Java Virtual Machine"
This error may be displayed upon TWS startup if you set the memory allocation to a value higher than the available RAM of your system or if you set it higher than 2048 on a 32-bit Opertaing System. To overcome the error, you would need to decrease the memory allocation to a lower value using this procedure
 

Back to top 

 

如何获得在线安全代码卡

Overview: 

在线安全代码卡可供您在21天内临时访问账户和交易平台。这是一种临时解决方案,通常用于以下情形:


A. 设备暂时不在身边。

B. 丢失了永久安全设备,要申请替换设备并需要在收到设备之前继续访问账户。

Background: 

对于上述情况,我们均假设您已经通知了IBKR客户服务并获得了临时密码,如KB70中所述。现在,您可以通过以下方法延长账户临时访问:

激活程序

1. 打开浏览器,前往ibkr.com

2. 点击登录

3. 输入用户名和密码,点击登录。输入从IBKR客户服务处获得的临时密码完成验证,再次点击登录
 
4. 从菜单栏点击设置>使用者设置。然后在安全框内点击安全登录系统1 旁的齿轮(配置)图标
 
5. 系统将会列出您使用者当前启用的所有安全设备。在列表下方,点击请求在线(临时)安全代码卡

6. 界面将显示您的在线安全卡。点击打印2

7. 确保卡片已完整打印并且内容清晰可辨。然后点击继续 

8. 激活界面将会显示两个索引号码。请在在线安全卡上找到第一个索引号码,将其对应的三位代码输入卡值框内。然后用第二个索引号码进行相同操作,代码之间不要留空格。然后点击继续

9. 您将会看到一条确认信息,其中会注明此在线安全卡的到期日期。点击确认完成此程序

 

注意

1. 如果使用的是旧版账户管理,请点击理账户 > 安全 > 安全登录系统 > 安全设备

2. 如果设备没有连接打印机,您可以直接右键点击安全卡图片将其保存。如果是这种情况,在进入激活界面前,您会收到一条警告信息。
在点击继续确认前,请确保安全卡图片已成功保存到您的设备并且内容清晰可辨。

 

参考:
  • KB1131:安全登录系统概述
  • KB1943:请求替换数码安全卡+
  • KB2636:安全设备相关信息与程序
  • KB2481:如何在多个使用者之间共享安全登录设备
  • KB2545:退出安全登录系统后如何重新加入
  • KB975:如何将安全设备退回给IBKR
  • KB2260:如何通过移动IBKR激活IB Key验证
  • KB2895:多重双因素验证(M2FS)
  • KB1861:安全设备费用信息
  • KB69:临时密码有效期

 

How to obtain an Online Security Code Card

Overview: 

The Online Security Code Card provides you temporary access to your account and trading platform for a duration of 21 days. This is an ad-interim solution usually needed in those cases:

A. You are temporarily away from your permanent security device and you are waiting to regain access to it.

B. You have lost your permanent security device and you want to either request a replacement or maintain access to your account while waiting for the delivery to happen.

Background: 

For the cases mentioned above, we assume you have already notified IBKR Client Services and obtained a Temporary Code, as explained in KB70. You can now extend the duration of your temporary access as follows:

 

Activation procedure

1. Open your browser and go to the web page ibkr.com

2. Click on Login

3. Enter your credentials and click on Login. Enter the Temporary Code you received from IBKR Client Services to complete the authentication and click again on Login
 
4. From the left side menu, click on Settings > User Settings. Then, within the Security box, click on the wheel(Configure) icon next to Secure Login System1
 
5. The system will list all the security devices currently active for your user. Below the list, click on the button Request Online (Temporary) Security Code Card

6. Your Online Security Card will be displayed. Click on Print2

7. Please make sure the card has been printed correctly in all its parts and it is clearly readable. Then click on Continue

8. Two index numbers will appear on the activation screen. Locate the first index number on your card and enter the correspondent three digits code into the Card Values field. Then repeat the same operation for the second index number, leaving no spaces between the codes. Then click on Continue

9. You will see a confirmation message stating the expiration date of the card. Click on OK to finalize the procedure

 

Notes

1. If you use the Classic Account Management, click on the top menu Manage Account > Security > Secure Login System > Security Device

2. Should you not have a printer connected to your device, you can right-click directly on the card image and save it as an image file. In this case, upon proceeding to the activation screen, you may receive a warning message.
Please make sure that the image file has been successfully stored on your device and that it is readable before you acknowledge the warning message by clicking on Continue

 

References
  • See KB1131 for an overview of the Secure Login System
  • See KB1943 for instructions on requesting a replacement Digital Security Card+
  • 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 Two-Factor Authentication System (M2FS)
  • See KB1861 for information about charges or expenses associated with the security devices
  • See KB69 for information about Temporary passcode validity

 

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