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.

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 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.

 

在其它手机上启用了IB Key的情况下如何登录移动IBKR

Background: 
本文主要面向已经在一个手机上激活了移动IBKR验证、但另外还持有一个移动设备并且想在该移动设备上进行交易的客户。
属于这种情况的客户可以在备用设备上登录移动IBKR交易平台,用手机完成双因素验证程序。

 

为进行说明,本文中我们将采用以下命名规则:

验证设备:这是您激活了移动IBKR验证(IB Key)的智能手机

交易设备:这是您想使用移动IBKR程序进行交易的设备。

 

程序

请根据您手机的操作系统点击下方对应链接:

 

iOS

1. 交易设备上打开移动IBKR应用程序。在登录界面输入用户名和密码,点击登录
 图 1
 
2. 点击双因素验证 (图 2)。屏幕会出现一条挑战码(图 3
  图 2                                                            图 3
    
 
3.验证设备上打开移动IBKR应用程序
 图 4
 
4a.如果没有自动登录,点击左上角的服务图 5),然后点击验证图 6)。
 图 5                                                          图 6
 
 
4b.如果已经登录,点击右下角的更多按钮。然后向下滚动,点击验证
  图 7

5.输入在第2步中获得的挑战码。然后点击生成响应码 图 8)。提供安全验证要素后(图 9),您便会收到一条响应字符串(图 10)。
  图 8                                                     图 9                                                  图 10
   

6. 交易设备上,将响应字符串输入到“输入响应码“区域,然后点击发送以最终完成验证程序。
 图 11

 

 

安卓

1. 交易设备上打开移动IBKR应用程序。在登录界面输入用户名和密码,点击登录
  图 1
 
2. 点击双因素验证 (图 2)。  您会看到一条挑战码(图 3
 图 2                                                          图 3
  
 
3.验证设备上打开移动IBKR应用程序
 图 4
 
4a.如果没有自动登录,点击服务图 5),然后点击验证图 6)
 图 5                                                            图 6
   
 
4b.如果已经登录,点击菜单按钮(图 7),向下滚动,然后点击验证图 8)。
图 7                                                          图 8
 
5.输入您移动IBKR的PIN码以及您在第2步中获得的挑战码,然后点击生成响应码图 9)。屏幕上会显示一条响应字符串(图 10
图 9                                                         图 10
  
 
6. 交易设备上,将响应字符串输入到“输入响应码“区域,然后点击登录以最终完成验证程序。
 图 11
 


参考
  • 参见KB2260 了解如何使用移动IBKR验证的一般说明
  • 参见KB3073了解如何将IB Key / 移动IBKR验证迁移到新手机的说明
  • 参见KB2748了解如何进行IB Key/移动IBKR验证恢复的说明

 

I am not receiving text messages (SMS) from IBKR on my mobile phone

Background: 

Once your mobile phone number has been verified in the Client Portal, you should immediately be able to receive text messages (SMS) from IBKR directly to your mobile phone. This article will provide you with basic troubleshooting steps in case you are unable to receive such messages.

 

1. Activate the IBKR Mobile Authentication (IB Key) as 2-Factor security device

In order to be independent of wireless/phone carrier-related issues and have a steady delivery of all IBKR messages we recommend to activate the IBKR Mobile Authentication (IB Key) on your smartphone.

The smartphone authentication with IB Key provided by our IBKR Mobile app serves as a 2-Factor security device, thereby eliminating the need to receive authentication codes via SMS when logging in to your IBKR account. 

Our IBKR Mobile app is currently supported on smartphones running either Android or iOS operating system. The installation, activation, and operating instructions can be found here:

Android: KB2277
iOS: KB2278

 

2. Restart your phone:

Power your device down completely and turn it back on. Usually this should be sufficient for text messages to start coming through. 

Please note that in some cases, such as roaming outside of your carrier's coverage (when abroad) you might not receive all messages.

 

3. Use Voice callback

If you do not receive your login authentication code after restarting your phone, you may select 'Voice' instead. You will then receive your login authentication code via an automated callback. Further instructions on how to use Voice callback can be found in IBKB 3396.

 

4. Check whether your phone carrier is blocking the SMS from IBKR

Some phone carriers automatically block IBKR text messages, as they are wrongly recognized as spam or undesirable content. According to your region, those are the services you can contact to check if a SMS filter is in place for your phone number:

In the US:

In India:

In China:

  • Call your phone carrier directly to check whether they are blocking IBKR messages

 

References:

 

How to log in to IBKR Mobile when the IB Key is enabled on another phone

Background: 
This article is intended for clients who have activated the IBKR Mobile authentication on their smartphone and possess as well an additional mobile device, on which they desire to trade.
Clients with this setup will be able to log in to the IBKR Mobile trading platform on their secondary device, using their smartphone to complete the Two-Factor Authentication step.

 

For the purposes of this article, we will use the following naming convention:

Authentication device: this is the smartphone on which you activated the IBKR Mobile Authentication (IB Key)

Trading device: this is where you want to use IBKR Mobile app for trading.

 

Procedure

Please click on one of the link below according to your phone operating system:

 

Apple iOS

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
 Figure 1
 
2. Tap Two-Factor Authentication (Figure 2).  A Challenge code will be displayed (Figure 3)
  Figure 2                                                            Figure 3
    
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) on the top left, then tap Authenticate (Figure 6).
 Figure 5                                                          Figure 6
 
 
4b. If you are already logged in, tap on the More button on the bottom right. Then, scroll down and tap on Authenticate
  Figure 7

5. Enter the Challenge code you obtained at point 2. Then tap Generate Response (Figure 8). Once you have provided your security element (Figure 9), you will receive a Response String (Figure 10).
  Figure 8                                                     Figure 9                                                  Figure 10
   

6. On your Trading device, enter the Response String into the "Enter response code" field and tap Send to finalize the authentication process.
 Figure 11

 

 

Android

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
  Figure 1
 
2. Tap on the option Two-Factor Authentication (Figure 2).  You will see a Challenge code (Figure 3)
 Figure 2                                                          Figure 3
  
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) and then tap Authenticate (Figure 6).
 Figure 5                                                            Figure 6
   
 
4b. If you are already logged in, tap the Menu button (Figure 7), scroll down and tap Authenticate (Figure 8).
  Figure 7                                                          Figure 8
  
 
5. Enter your IBKR Mobile PIN and the Challenge code you obtained at point 2. Then tap Generate Response (Figure 9). A Response String will be displayed (Figure 10)
  Figure 9                                                         Figure 10
  
 
6. On your Trading device, enter the Response String in to the "Enter response code" field and then tap Log In to finalize the authentication process.
 Figure 11
 


References
  • See KB2260 for general instructions on how to use IBKR Mobile Authentication
  • See KB3073 for instructions on how to migrate the IB Key / IBKR Mobile authentication to a new smartphone
  • See KB2748 for instructions on how to perform the IB Key / IBKR Mobile authentication recovery

 

How to enable and use SMS as Two-Factor Authentication method

Overview: 

SMS as Two-Factor method is a quick and easy way to carry out your authentication tasks. This article explains how to set up your mobile phone number to receive authentication codes via SMS.

 

How to Enroll into SMS authentication

To enroll into SMS Two-Factor Authentication, you would need to have a verified mobile phone number on record. If the verification of your phone number was not completed during the account application, you can complete it at any time by following these steps:

  • Log in to Client Portal.
  • From the side menu, click on Settings and then on User Settings. Click on the configuration gear correspondent to Mobile Number.

  • Click on VERIFY
  • Open your phone's text messages app and you will find the SMS with the Confirm Code we sent you.
    NOTE: message delivery time may vary and in some circumstances it can take few minutes. A new SMS may only be requested every 2 minutes.
     
  • Enter the Confirm Code you have received into the Confirmation Number field, then click CONTINUE.
     
  • If the code has been accepted, a green check mark will appear in the column SMS Verified. Click CONTINUE to finalize the procedure.
  • If your user does not have an active SLS device, it will be automatically enrolled in SMS for Two-Factor Authentication shortly afterwards.

    Back to top


 

How to login using SMS authentication

Once SMS has been enabled as 2-Factor Authentication method, you will be able to use it in the following way:

  • Launch the TWS or go to the Client Portal
  • Enter your username and password in the correspondent fields and click Login
      
  • You will then be prompted to enter the authentication code sent to you via SMS. Please open your phone's messages app and look for the message containing the code.

  • Enter the authentication code in the Security Code field present on the login screen, and then click on Login or OK
      


Back to top

 

IB TWS和IB Key整合为移动IBKR

概况

如何迁移账户使用者取决于您当前使用何种应用程序:

1. 您的智能手机仅用于交易(安装了IB TWS)- 点击此处
2. 您的智能手机仅用于验证(安装了IB Key) -  点击此处
3. 您的智能手机既用于交易,也用于验证(安装了IB TWS和IB Key) - 点击此处
4. 您的智能手机用于进行借记卡交易(安装了IB Key) -  点击此处
 

您是IB TWS用户

您使用手机上的IB TWS交易,但您未使用IB Key。
1. 在首次打开应用程序时,您将看到以下新的主页面。
图1是iOS设备上的移动IBKR主页面。图2是安卓设备的版本。

    
图1                                                                 图2

2. 点击“交易”按钮。
3. 应用程序的其它方面与您之前使用的一样。
 

 

通过“交易”页面访问其它功能

如您希望使用移动IBKR的其它功能,比如验证模块或借记卡功能:

对于iOS设备(图3)
1. 打开菜单上的“更多”(页面右下角)。
2. 滚动到页面底部。
对于安卓设备(图4)
1. 打开“应用”菜单
2. 滚动到底部的App设置

   
图3                                                                                        图4
 

您是IB Key使用者

激活

1. 打开移动IBKR并点击“验证”。
2. 应用程序会检测设备上是否安装了IB Key并提示您下一步如何操作 - 要么自动迁移(图5),要么先更新、然后再自动迁移。
您也可选择之后再手动迁移。

     
图5                                                          图6                                                            图7

迁移完成后,如您尝试运行独立的IB Key应用 - 即您之前验证过的IB Key - 您将看到以下界面(图8)。


 图8

 

日常操作


A. 如您有网络连接,则日常登录没有任何变化 - 系统会使用无缝验证:
1. 在(TWS、账户管理、网页交易者或移动IBKR)的相应区域内输入您的登录信息。点击“登录”。
2. 系统会向您的手机发送一条通知 - 点击该通知。
3. 取决于您的设备,(在iOS设备上)将面部置于摄像头前或在指纹传感器上按压指纹,或(在安卓设备上)输入您的PIN码。系统会自动登录。


B. 如您没有互联网连接,您可通过验证-响应的模式使用移动IBKR:
1. 在(TWS、账户管理、网页交易者或移动IBKR)的相应区域内输入您的登录信息。点击“登录”。
2. 点击“我没有收到通知”。
3. 打开移动IBKR并点击“验证”。
4. 在您手机的“验证码”区域输入登录界面上显示的值。点击“生成”按钮。
5. 在登录界面的“响应字符串”区域输入您智能手机应用显示的值。点击“登录”。

 

您既是IB TWS的使用者,也是IB Key的使用者

1. 请先激活移动IBKR程序的“验证”模块(点击此处)。
2. 点击您新的移动IBKR应用主页面上的“交易”按钮登录交易界面(点击此处)。

 

您使用IB借记卡

1. 请先激活移动IBKR程序的“验证”模块(点击此处)。
2. 在移动IBKR应用的主页面上点击“借记卡”按钮。其它功能的使用和过去一样

 

 

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