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如何重新激活或迁移移动IBKR验证程序（IB Key）？

Overview: 

本文详细介绍了通过移动IBKR重新激活移动IBKR验证程序（IB Key）的步骤。

重新安装程序和更换手机都会导致程序需要重新激活或安装。

在下列情况下，您可以无需联系IBKR客服直接进行重新激活：

 

案例A) 在同一手机上重新激活

  • 您在同一个手机上卸载并重新安装移动IBKR程序

请根据您手机的操作系统点击下方对应链接。

  • 安卓：移动IBKR的PIN码+最初用来激活程序的手机号
  • Apple iOS：手机PIN码/指纹/FaceID+最初用来激活程序的手机号

 

案例B) 在另一手机上重新激活

  • 您更换了手机
  • 手机丢了，您现在换了一个新手机
  • 您在主要使用的手机上激活了移动IBKR验证，但现在想迁移（临时或永久）到备用手机上。

请根据您手机的操作系统点击下方对应链接。

  • 安卓：最初用来激活程序的手机号
  • Apple iOS：手机PIN码/指纹/FaceID+最初用来激活程序的手机号
 
注：如果您的使用者另外还有已激活的实物安全设备，那么在上述情况下（A、 B）您随时都可以重新激活/迁移移动IBKR验证程序（IB Key）。这样就不需要最初用来激活程序的手机号，因为系统会在重新激活/迁移过程中自动提示您使用实物安全设备，而不会向您发送短信。
 

    如果不属于上述情况，请拨打ibkr.com/support页面列出的号码联系IBKR客服（安全登录部门）申请临时账户访问。

     

参考：

  • KB2879&KB2260：有关移动IBKR验证程序（IB Key）的一般信息
  • KB2260：如何安装/激活/操作移动IBKR程序
  • KB2278：如何在苹果手机上操作IB Key
  • KB2277：如何在安卓手机上操作IB Key 
  • KB3279：在另一手机上启用了IB Key的情况下如何登录移动IBKR

 

How to reactivate or transfer IBKR Mobile Authentication (IB Key)?

Overview: 

This article details the steps needed to reactivate the IB Key Authentication (IB Key) via IBKR Mobile.

This state of the application or its installation might be due, but not limited to, reinstallation of the app or the purchase of a new phone.

 

You can perform the reactivation without the involvement of IBKR Client Services in the following cases:

 

Case A) Reactivation on the same smartphone

  • You uninstalled and reinstalled the IBKR Mobile app on the same smartphone

Please click on one of the links below according to your phone operating system.

  • Android: IBKR Mobile PIN + Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation

 

Case B) Reactivation on a different smartphone

  • You are replacing your smartphone with a new one
  • You have lost your smartphone and you are now in possession of a new one
  • You activated the IBKR Mobile Authentication (IB Key) on your primary smartphone but you now want to transfer
    the activation (either temporarily or permanently) to the secondary one.

Please click on one of the links below according to your phone operating system.

  • Android: Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation
 
Note: In the above cases (A, B) you will always be able to reactivate / transfer the IBKR Mobile Authentication (IB Key) when you possess an additional physical security device currently active for your user. With this setup, you will not need to have access to the mobile phone number originally used for the app activation, since the system will automatically prompt you to operate your physical security device instead of sending you a text message (SMS) during the reactivation / transfer procedure.
 

    In any other case, we would kindly ask you to request a temporary account access by contacting IBKR Client Services (Secure Login department) on the phone number best suitable for your location, among the ones listed on ibkr.com/support

     

References:

  • See KB2879, KB2260 for General information about IBKR Mobile Authentication (IB Key)
  • See KB2260 for instructions on how to install/activate/operate the IBKR Mobile app
  • See KB2278 for instructions on how to operate IBKR Mobile Authenticaton (IB Key) for iPhone
  • See KB2277 for instructions on how to operate your IBKR Mobile Authentication (IB Key) for Android: 
  • See KB3279 for instructions on how to log in to IBKR Mobile when IBKR Mobile Authentication (IB Key) is enabled on another phone

 

Multiple 2-Factor System (M2FS)

Overview

This page covers specific points on what the Multiple 2-Factor System (M2FS) is and how it functions. For general questions on the Secure Login System, please refer to KB1131.

 

Table of contents

 

What is M2FS?

M2FS allows any client to maintain more than one active security device at the same time. You no longer need to choose between a physical security device and the IBKR Mobile app as either can be used interchangeably. If you already possess an active security device, any further device activation will result in both devices remaining simultaneously active.

 

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Activation

 

In case you currently use the Security Code Card / Digital Security Card+: if you use a physical security device, you may download and activate the IBKR Mobile app. Please refer to the directions for Android and iOS.

In case you currently use the IBKR Mobile app: If you use the IBKR Mobile app and have an account with a balance equal or greater than USD 500K, you qualify for the Digital Security Card+ . You may log in to Client Portal and request the DSC+ by following the instructions here.

 

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Operation

Once you have both a physical device and the IBKR Mobile app enabled, M2FS is represented by a drop-down menu upon login. You can now choose the device you wish to authenticate with, following the below steps:

1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If the credentials have been accepted, a drop down will appear, allowing you to Select Second Factor Device. If you log in to the TWS, please notice that the M2FS is supported from version 966.

TWS:

Client Portal:


 

2. Once you select a security device, you will now be presented with the corresponding screen for authentication. Refer to the directions for:

- IB Key via IBKR Mobile (iOS) 
- IB Key via IBKR Mobile (Android)
- Security Code Card
- Digital Security Card+
 

3. If the second factor authentication succeeds, the Log-in will now automatically proceed.

 

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Withdrawal limits

The device used to authenticate your withdrawal will define your withdrawal limits, according to the below table:

Security Device
used for Withdrawal

Maximum Withdrawal
Per Day

Maximum Withdrawal
in Five Business Days
Security Code Card1 USD 200,000 USD 600,000
IBKR Mobile app USD 1,000,000 USD 1,000,000
Digital Security Card1 USD 1,000,000 USD 1,500,000
Digital Security Card+ Unlimited Unlimited
Gold Device1 Unlimited Unlimited
Platinum Device1 Unlimited Unlimited

1: Represents a legacy device that is no longer issued.

Example: You have both the IBKR Mobile app and the Digital Security Card+ enabled and you need to withdrawal more than USD 200K. You can use either device to login to Client Portal but you will be required to use the Digital Security Card+ to confirm your withdrawal request.

 

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Benefits

M2FS provides even more flexibility to IBKR's Secure Login System by allowing you to choose what security device you want to authenticate with. In addition to the convenience of using a device which is trusted and routinely accessible, you can eliminate delays associated with authenticating at times a trade needs to be entered quickly.

 

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IBKR Mobile Authentication (IB Key) Reinstallation on the Same Phone

Background: 

The recovery procedure explained in this article is required in case:

A) You have reinstalled the IBKR Mobile app on the same smartphone
B) Your smartphone Operating System has been updated

 

Procedure:

In order to re-enable IBKR Mobile Authentication (IB Key), please click on one of the below links, according to your smartphone Operating System

 

Apple iOS

  1. Launch the IBKR Mobile app. Whenever possible, the app will ask you to recover the setup. Tap Yes
  2. According to your phone hardware capabilities, you will be prompted to provide the security element originally used to secure the app (Fingerprint, Face ID, PIN). Please follow the on-screen instructions for this step
  3. If the reactivation has been successfully completed, you will see a confirmation message. Tap Done to finalize the procedure

 Back to top

 

 

Android

  1. Launch the IBKR Mobile app. Whenever possible, the app will ask you to recover the setup. Tap Recover Setup
  2. Review the Recovery directions and tap Continue
  3. Enter your credentials and tap Initialize Recovery
  4. You will receive an text message (SMS)containing an Activation Token. Enter it in the Activation Code field. According to your phone operating system and hardware capabilities, you might be prompted to provide as well the security element you originally used to secure the app (PIN, Fingerprint). Once done, tap Submit
  5. If the reactivation has been successfully completed, you will see a confirmation message. Tap Done to finalize the procedure
     

Back to top

 
 
References
  • See KB2260 for general instructions on how to use IBKR Mobile Authentication (IB Key)
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone

Cache Maintenance for IB apps on Android

Background: 

This procedure has proved to work as a solution for several issues, since it produces a complete reset of the malfunctioning IBKR app.

 

For Android OS 6.0 (Marshmallow) and higher

1.  Go to your phone's Settings Menu

2.  Below the Phone section, select Applications MOVED TO... Application Manager
Select Applications  Application Manager
 

3.  Scroll down and select the corresponding IB app which needs to be reset.

 

4.  Tap on Storage

 

5.  Tap on Clear Data MOVED TO... OK
   
 

6.  Confirm Data has been cleared.

 

7.  Reboot the phone

8.  Re-Launch app

 

 

For Android OS 5.0 (Lollipop) and previous versions

  1. Go to your phone Settings Menu
  2. Below the Device section, select Apps
    Select Apps
     
  3. Scroll down and select the corresponding IB app which needs to be reset.
      
     
  4. Tap on Clear data MOVED TO... OK
    Clear App data  Delete app data -> OK
     
  5. Confirm Data has been cleared
    Confirm Data cleared
     
  6. Reboot Phone
  7. Re-Launch app


Note: If after clearing the cache, manually adjusting the permissions and restarting your Android Device, the issue persists, please contact IB Customer Service  for further troubleshooting.


Related Articles:

  • For IB Key on Android overview refer to KB2277
  • For IB Key Recovery process on Android refer to KB2748

 

如何共享安全设备

Overview: 

IBKR允许个人在单个账户或其名下多个账户内使用多个不同的用户名。不想持有多个实物安全设备的个人可以选择将名下账户多个使用者合并、共享一个设备。下方列出了共享设备的要求和操作步骤。

注：使用移动IBKR验证程序（IB Key）的客户无需采用此设备共享步骤，IB Key支持直接从移动IBKR应用程序内启用多个使用者（菜单：验证 -> 添加使用者）。 
 
Background: 

要求

只有满足下列所有条件才能共享实物安全设备：

a) 参与使用者属于同一实体；或虽属于不同实体但身份信息相同（出生日期、国籍、法定居住国家、身份文件类型与号码、美国公民和居民的社会安全号码）。 

b) 参与使用者当前没有临时安全设备（临时码、在线安全代码卡）。

c) 必须共享具有最高保护等级的实物设备。如果所有设备保护等级一样，则可任选一个。您可根据下表检查自己设备的安全等级：

安全等级

设备名称

设备图像
最高 数码安全卡+（DSC+）
最低 安全代码卡（SLS卡）
 
 

操作步骤：

1. 确定保护等级最高的设备和设备所属的使用者。我们称该等使用者为设备所有者

2. 用提出请求的使用者（不是设备所有者）登录客户端

3. 点击左上方的菜单图标，然后依次点击设置>使用者设置
 
 4. 点击安全登录系统旁的齿轮图标（设置）
 
5a. 如果使用者没有任何活跃的设备，则系统将显示参加SLS菜单。选择“我已有一个使用另一用户名的安全登录设备” 然后点击继续
 
5b. 任何其它情况，系统会显示设备列表。点击共享设备继续
 
6. 输入在第1条中确定的设备所有者的登录信息，然后点击继续

 
7. 根据将要共享的SLS设备，系统会显示相应的安全要素（挑战码或索引号）。操作SLS设备，使用系统提供的安全要素生成响应码。在对应区域输入响应码，然后点击继续
 
8. 检查输入的信息是否正确，然后点击继续 

 
9. 系统会显示共享请求的状态（详情请见注意事项a.）。点击确认完成操作

 

注意事项：

a. 大多数情况下，您的共享请求都会自动立即获批、处理并实施。如果需要您的合规部门批准，在批准完成前，请求会保持待定状态。

b. 设备共享请求处理后，多余的设备您可自行妥善保存。今后您可能会要取消设备共享，重新激活该等设备。如果觉得不会再用该等设备，您可将其寄回给我们（仅限DSC+），具体请参见下方页面说明：
 

c. 下方为最常见的错误信息及其原因：

- 设备安全等级低：如果请求共享的设备安全等级相对更低，便会出现此错误提示。请选择安全等级最高的设备进行共享。

- 身份信息不同：
如果共享设备所涉及的实体/个人的身份信息不一致，便会出现此错误提示。请注意，如果使用者属于不同的实体/个人，则无法进行共享。
如果使用者属于同一实体/个人，可能会因为存档身份文件过时而导致出现不一致。这种情况下，您可联系我们的客户服务更正资料。

 

 参考文章：
  • 安全登录系统概述：KB1131或ibkr.com/sls 
  • 多重双因素验证系统（M2FS）：KB2895
  • 如何在多个使用者之间共享安全登录设备：KB2481
  • 如何在退出后重新加入安全登录系统：KB2545
  • 退出安全登录系统后的安全考虑：KB1198
  • 安全设备是否收取任何费用？KB1861
  • 如何排除客户端登录故障：KB1132
  • 如何排除交易平台登录故障：KB1133

 

如何重新加入安全登录系统

Overview: 

选择了退出安全登录系统（SLS）的客户可能会面临一定的风险且会受到某些限制（如不能交易粉纸市场和场外柜台交易系统股票）。考虑到这些因素以及SLS提供的保护，您可能会决定重新完全加入安全登录系统。下述文章提供了完成此操作的详细步骤说明。

Background: 

请注意，要修改安全设置，您的使用者需具有适当的访问权限。如果您的使用者没有权限更改安全设置，系统会给您一则通知并向您指出具备该等权限的使用者。

要重新加入安全登录系统，请按以下步骤操作：

1. 打开浏览器，访问网页ibkr.com.

2. 点击登录> 客户端登录
 
3. 输入您的登录信息并使用安全设备完成验证
 
4. 在左侧菜单中，点击设置 > 用户设置。然后，在安全框内，点击安全登录系统1旁的配置齿轮图标
 
5. 您将看到一个标题为“安全登录设备”的框。在该框内，点击配置“齿轮”图标。您将跳转至“交易无需安全登录”设置。
 
6. 选择"我希望登录时始终使用安全登录设备"旁的单选按钮并点击继续
 
7. 您会收到设置已更新的确认。点击“确定”完成操作。

 

注

1. 如您使用的是旧版客户端，请在顶部菜单点击管理账户，然后点击安全 > 安全登录系统 >  安全登录系统退出。然后选择您的使用者对应的行旁边的重新加入单选按钮。

安全设备相关信息与程序

目录

 

 

经由移动IBKR的移动IBKR验证程序（IB Key）

 

  • 有关移动IBKR验证程序（IB Key）的一般信息：KB2879、KB2260
  • 如何在苹果手机上操作移动IBKR验证程序（IB Key）：KB2278
  • 如何在安卓手机上操作移动IBKR验证程序（IB Key）：KB2277
  • 在另一手机上启用了移动IBKR验证程序（IB Key）的情况下如何登录移动IBKR：KB3279
  • 如何将移动IBKR验证程序（IB Key）迁移至新手机：KB3073
  • 移动IBKR验证程序（IB Key）恢复：KB2748
 
 

数码安全卡+（DSC+）

 
  • 如何操作DSC+：KB2634
  • 如何更改DSC+的PIN码：KB1018
  • 如何让两个或两个以上使用者共享安全登录设备：KB2481
  • 数码安全卡+（DSC+）遗失、损坏或需要备用设备的情况下，如何请求替换设备：KB1943
  • 如何将有缺陷的DSC+退还给盈透证券：KB975
  • 如何在已有DSC+的情况下激活移动IBKR验证程序：KB2260

 

   安全代码卡（SCC）

 

 
  • 如何使用安全代码卡：KB1042
  • 如何激活移动IBKR验证程序作为SCC的可靠替代：KB2260
  • 如何让两个或两个以上使用者共享安全登录设备：KB2481

 

 

SMS

  • 如何启用并使用SMS进行双因素验证：KB3196
  • 如何激活移动IBKR验证程序作为SMS的可靠替代，排除无限运营商问题的干扰：KB2260
  • 如何在发生SMS或移动运营商故障的情况下使用语音回呼接收登录验证代码：KB3396

 

 

在线安全代码卡

  • 找不到安全设备的情况下如何申请在线安全代码卡：KB1873

 

 

 临时码

  • 找不到双因素设备或设备遗失的情况下如何获取临时替代：KB70
  • 临时双因素访问可以持续多久：KB69

 

 

 

一般程序

  • 安全登录系统概览：KB1131或ibkr.com/sls 
  • 多元双因素验证系统（M2FS）：KB2895
  • 如何重新注册安全登录系统：KB2545
  • 退出安全登录系统后的安全注意事项：KB1198
  • 安全设备相关费用：KB1861
  • 如何排除客户端登录故障：KB1132
  • 如何排除交易平台登录故障：KB1133

 

Information and Procedures Related to Security Devices

 

Table of Contents

 

 

IBKR Mobile Authentication (IB Key) via IBKR Mobile

 

  • General information about IBKR Mobile Authentication (IB Key): KB2879, KB2260
  • How to operate your IBKR Mobile Authentication (IB Key) for iPhone: KB2278
  • How to operate your IBKR Mobile Authentication (IB Key) for Android: KB2277
  • How to log in to IBKR Mobile when IBKR Mobile Authentication (IB Key) is enabled on another phone: KB3279
  • How to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone: KB3073
  • IBKR Mobile Authentication (IB Key) recovery: KB2748
 
 

Digital Security Card+ (DSC+)

 
  • How to operate your DSC+:  KB2634
  • How to change the PIN code of a DSC+: KB1018
  • How to share the Security Login Device between two or more users: KB2481
  • How to request a Digital Security Card+ (DSC+) replacement if lost, broken or as a second device: KB1943
  • How to return a defective DSC+ to Interactive Brokers: KB975
  • How to activate the IBKR Mobile authentication to setup in addition to your DSC+: KB2260

 

   Security Code Card (SCC)

 

 
  • How to use your Security Code Card: KB1042
  • How to activate the IBKR Mobile authentication as a secure replacement to the SCC: KB2260
  • How to share the Security Login Device between two or more users: KB2481

 

 

SMS

  • How to enable and use SMS as a Two-Factor Authentication method: KB3196
  • How to activate the IBKR Mobile Authentication (IB Key) as a reliable replacement to SMS, independent of wireless carrier issues: KB2260
  • How to use Voice callback for receiving login authentication codes in case of an SMS or mobile carrier outage: KB3396

 

 

Online Security Code Card

  • How to request an Online Security Code Card in case you misplace your security device: KB1873

 

 

 Temporary Code

  • How can I get a temporary replacement for my two-factor device, if misplaced or lost: KB70
  • How long will my temporary two-factor access last: KB69

 

 

 

Common procedures

  • Overview of the Secure Login System: KB1131 or ibkr.com/sls 
  • Multiple Two-Factor Authentication System (M2FS): KB2895
  • How to opt back into the Secure Login System: KB2545
  • Security considerations following SLS opt-out: KB1198
  • Are there any charges or expenses associated with the security devices? KB1861
  • How to troubleshoot Client Portal Login Failures: KB1132
  • How to troubleshoot Trading Platform Login Failures: KB1133

 

Operating your Digital Security Card+

The Digital Security Card (DSC) is a battery operated security device which generates a series of random codes to be entered along with your user name and password upon each log in attempt.  As physical possession of the DSC is required to obtain the codes and log in, the device effectively prevents hackers who may have compromised your computer or information from accessing your account.  Instructions for operating the DSC are outlined below. 

 

 

Step 1 -  When logging into your account, enter your user name and password as usual. If successful, a 6-digit Challenge Code will appear. 

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

Step 3 - Enter the 6-digit Challenge Code from the login screen (step A) into the device when the 'CHALLNG>' display appears, press the “OK” button and a response code will appear. 

Step 4 - Enter the 8 digits of the response code (Step C) into the login Screen. Select the Login button to proceed. 

Note that the buttons on your security cards are not touch sensitive and must to be pressed to operate.

  

Related Articles

KB1042 - Video instructions for logging in with the Secure Code Card

KB1942 - Reactivating the permanent Secure Login Device

KB1943 - Requesting a replacement Secure Login Device

KB1131  - Overview of the Secure Login System

 

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