交易平台登录失败故障排除

点击以下最能描述您遇到的问题的链接:

 

 

 

 
 
a. 请确认您的账户是否已获批。若账户未获批或是在每天的截止时间以后获批的,则该账户只能访问客户端,不能访问交易平台(对于在每天的截止时间以后获批的账户,次日将可访问交易平台)
 
b. 请确认您的账户是否仍处在开立状态。已关户的账户,不论是客户自己关户的还是由于余额为零被IBKR关户的,都将无法登录交易平台,但仍可访问客户端以查看活动及税务报表。客户可使用账户处于开立状态时的用户名和密码组合访问客户端,且无需使用安全设备。
 
c. 如您正在尝试登录模拟交易账户,请确保您使用的不是真实账户的用户名和密码。只有在登录窗口的下拉菜单中选择了模拟账户才可使用该用户名和密码组合登录。
 
 
 
 
 
 

a. 如您使用的是临时密码,请注意字母区分大小写且必须以大写格式输入

b. 如您使用的是安全卡或电子密码设备,请注意字符之间无空格

 
 
 
 
 
 
出于安全考虑,所有与用户名及/或密码相关的请求必须通过电话发起,且须事先验证账户持有人的身份。应向所在区域的客服中心发起请求。
 
 
 
 
 
 
a. 请确认您的互联网连接正常(打开另一个网站来测试)。如您无法获得互联网连接,请联系您的网络服务供应商寻求帮助。
 
b. 请确认是否有防火墙阻止您访问TWS。如果是这种情况,则您需要重新设置防火墙以访问。* 
 

c. 端口4000/4001被禁。在酒店、咖啡厅等公共网络环境下这些端口常常无法访问,因此需解锁这些端口来应用入站/出站TCP协议。此外,如果您的电脑连接了路由器,则路由器上也需打开这些端口。*

*点击以下链接检查您的连接状态:IBKR连接测试页面

 
 
 
 
 
 
如您的安全设备暂时不在身边,您可通过电话联系您所在地区的客服中心,在验证您的身份后,我们会向您提供一个临时密码,供您临时访问账户。
 
临时密码是一个静态的包含字母与数字的代码,能代替通过您的安全设备随机生成的代码,可供您在2天内完整登录客户端或交易平台。如您需更长时间的临时访问权限,以及提高账户的安全保障,我们建议您使用临时密码登录客户端,然后将在线安全卡打印出来——在线安全卡最长可在3周内代替您的安全设备。
 
如果临时密码或在线安全卡过期了,或您重新拿到了您的安全设备,那么您需要登录客户端并选择菜单选项来重新激活您的安全设备。
 
 
 
 
 
 
 
 
如果您的安全设备遗失或损坏了,您将需要联系我们的客服中心请求更换安全设备或申请临时访问权限。视您居住的国家/地区不同,运输替换设备需要3-14天,因此我们会通过在线安全代码卡向您提供临时访问权限。拿到临时密码访问客户端后,您可将在线安全卡打印出来或作为图片保存至您的电脑上。
 
 
 
 
 
 
 
 
临时密码可供客户在2天时间内完整登录客户端或交易平台。2天后,您将无法使用临时密码登录交易平台,但仍可在10天内使用该密码登录客户端。然而,登录客户端后只能打印或保存在线安全卡而无法进行其它操作。
 
如您仍可使用临时密码登录客户端,您可打印或保存在线安全代码卡,然后在之后的21天内通过该卡完整登录客户端或交易平台。如您无法登录客户端,请联系您所在地区的客服中心寻求帮助。
 
 
 
 
 
 
 
 
使用在线安全代码卡完整登录客户端及交易平台的有效期为21天。尽管时间有限,但这段时间应足够账户持有人重新拿到之前不在身边的安全设备或申请拿到替换设备。
 
如您无法使用在线安全代码卡登录,请联系您所在地区的客服中心寻求帮助或了解您永久安全设备的状态信息。
 
 
 
 
 
 
 
 
 
对于美国居民,实体安全设备会在2天内寄送至您账户登记的地址,其它地区的账户则需要2周。请注意,如账户持有人未手动激活永久设备,则设备在一定的时间后将自动激活。如果是这种情况且您在登录账户时遇到了困难,请通过ibkr.com/support上列出的号码联系我们的技术协助部门。
 
 
 
 
 
 
 
 
如果您仍可使用临时密码登录客户端,则您可打印或保存在线安全卡并通过该卡在21天内完整登录客户端及交易平台。
 
如您无法登录客户端,请联系您所在地区的客服中心寻求帮助。
 
 
 
 
 
 
您已收到了您新申请的双因素安全设备。寄送设备的信封内附上了有关激活的详细说明。或者,视您所在的地区不同,卡片会在2-3周内自动激活。
 

 

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

 

Disclosure Regarding Interactive Brokers Price Cap Notices

Regulators expect brokerage firms to maintain controls designed to prevent the firm from submitting orders to market centers that create a risk of disruptive trading (e.g., the risk of sudden, transient price moves).

To comply with these expectations, Interactive Brokers implements various price filters on customer orders. Those price filters may, in certain circumstances, price cap customer orders in order to avoid market disruption, and those Price Caps will generally be in a % range from a reference price range calculated by IB. (The range of the Price Cap varies depending on the type of instrument and the current price.)

Although the price caps are intended to balance the objectives of trade certainty and minimized price risk, a trade may be delayed or may not take place as a result of price capping. More information is available in Interactive Broker’s Order Routing and Payment for Order Flow Disclosure.

If a customer’s order(s) are price capped by IB’s systems, that customer will either receive (i) real-time notification of those price cap(s) in Trader Workstation or via the API or FIX tag 58 (for FIX users); and/or (ii) a daily FYI message containing a digest of the first 10 order(s) that were price capped the prior day, the initial price cap(s) for those order(s) (if applicable), and the Price Cap Range(s) for further Price Cap(s) of those order(s). 

Customers may opt out from receiving future FYI Messages by clicking the relevant opt-out link within an FYI Message. By opting out from receiving these future FYI Messages, a customer: 

  • Agrees to waive any further notifications from Interactive Brokers about the application of the firm’s Price Caps to that customer’s order(s); and
  • Acknowledges that he or she understands that his or her orders may be price-capped in the future, but that the customer does not wish to be notified again about the application of any Price Caps to any of his or her orders.

     

Possible Alerts during the TWS installation or update

Overview: 

IBKR's Trader Workstation (TWS) is a global trading system enabling clients to use a suite of online trading tools. The TWS can be installed on Windows, Mac OS X and Linux, and it requires the presence of a Java Runtime Environment (JRE). Therefore, when you install the TWS, it also downloads the necessary Java files in order to run using a Java Virtual Machine (JVM).

Sometimes, during the installation or update process of the TWS, software such as Antivirus applications will show an alert and prevent the process to complete. The warning and other messages in this case can safely be ignored, and you can complete the installation of the trading platform. 

 

Table of content

 

Downloading the TWS installer and update patches

The TWS installers available in the download areas of ibkr.com or IBKR regional web sites are sealed and digitally signed using all the safety procedures required by the industry standards and do not contain any malicious code or process. The same industry standard practices have been used for the TWS update patches, which are automatically downloaded and installed when launching the TWS (if and only if there is an update available). Nevertheless, if you have received an alert, we recommend you to be cautious. Should you intend to keep the TWS installation file on your machine for future use, you should make sure that the same precautions for the protection of data from viruses and malware are applied to it.

 

Why do I receive a warning when I install the TWS or when the TWS automatic update runs?

You might see an alert (similar to Figure 1 but not limited to) and your security system would wait for your input on how to process the suspicious file. You usually have the option to quarantine the file, delete it, ignore it once or create a permanent exception for it.

Please note that your antivirus might autonomously quarantine or delete the TWS installer file or some of his components without asking for your confirmation and without showing you any warning. Nevertheless, this should only happen if you have preset your antivirus to specifically react in this way.

Figure 1.

 

What should I do when I receive a warning?

In case you receive a warning during the TWS installation or update, we recommend the following steps:

1. Delete the TWS installer and download it again from the IBKR main or regional web site

a) Delete the TWS installer file already present on your computer and then delete it as well from your Trash (empty your Trash)

b) From the table below, click on the TWS download area correspondent to your location

Location TWS download area
US
https://www.ibkr.com
Asia / Oceania
https://www.interactivebrokers.com.hk
India
https://www.interactivebrokers.co.in
Europe
https://www.interactivebrokers.co.uk
https://www.interactivebrokers.eu

c) Check the website certificate. Most Internet browsers will immediately alert you in case the site certificate is invalid, compromised or expired. Nevertheless, if you want to check manually the validity of the site certificate, click on the padlock close to the address (URL) and make sure the Connection is reported as secure and no security warning are present (see Figure 2 below).

Figure 2.

d) Click on the button labeled with the TWS version you wish to use and download again the TWS installer

 

2. Check the digital signature of the TWS installer file you have downloaded

Normally you will immediately receive a security warning in case the digital signature of a file is compromised. Nevertheless, if you wish to perform a manual check, proceed as follows, according to your Operating System:

For Windows

a) From the Windows file explorer, access your Downloads folder or the folder where you placed the TWS installer

b) Right click on the TWS installer file, select Properties and then click on the tab "Digital Signatures"

c) Click on "Details" and on "View Certificate" to check the certificate status and signer. The legitimate signer is "IB Exchange Corp." (See Figure 3 below)

Figure 3.

For Mac OS X

a) Click on the magnifier glass (Spotlight Search) on the top right of your screen and type Terminal. From the search results, launch the Terminal app

b) Type cd Downloads and press Enter

c) Type codesign -dv --verbose=4 tws-latest-macosx-x64.dmg and press Enter. Please notice that the name of the file (tws-latest-macosx-x64.dmg) may differ according to the TWS version you decided to download. If needed, replace the file name in the command with the appropriate one

d) Check the command output and make sure the "Developer ID Application" is "IB Exchange Corp." (see Figure 4 below)

Figure 4.

 

 

3. Run the TWS installer file you have downloaded

Once you have downloaded again the TWS installer and after you made sure the file is original (points 1. and 2. above), you can proceed with the installation. Should you still receive a warning from your antivirus, you can reasonably consider it as a false positive and ignore it.  Should you need guidance on this step, please proceed directly to the next section.

 

How can I signal an Alert as false positive?

All modern security systems allow the creation of exceptions, precisely in order to address false positive cases.  An exception is a rule forcing the antivirus engine not to scan a specific file or process. That specific file or process will hence be deemed safe and no further alerts will be raised for it.

The procedure for creating an exception may vary, according to the security software you are using. You may be able to create a temporary or permanent exception directly from the alert pop-up or you may have to create one manually from a specific section in the main configuration panel.

If you are unsure of the procedure, we recommend you to consult your antivirus documentation.

Once you have set an exception for the TWS installer file or for the TWS updater process, those will be no longer blocked and will be able to complete their respective tasks successfully.

 

What else can I do if I have doubts or if my system behaves abnormally?

If you have reasons to believe your machine may be compromised or infected, we recommend performing a full system scan. Usually you can right click on the antivirus icon present on the bottom taskbar (for Windows) or on the upper menu bar (for MacOS) and you will find the option to launch a full system scan. Alternatively, you may start that task from the main antivirus window. If you are unsure of the procedure, we recommend you to consult your antivirus documentation.

 

 

Technical Background

 

How does my security system scan the files I download from the Internet?

Modern antivirus and anti-malware engines base their threats recognition on:

Signature-based scanning: the antivirus scanner searches for a specific pattern of bytes that was previously catalogued as malicious or at least suspicious. The antivirus may check as well file signatures (called hash) against a database of known threats (called virus definitions).

Analysis of behavior: the antivirus engine detects specific actions which individually may not represent a threat but, when correlated together, resemble the usual activity of a malicious software (e.g. the ability of a code to replicate or hide itself, download additional files from the Internet, contact external hosts over the Internet, modify the Operating System registry) This type of scan is designed to detect previously unknown computer threats.

Heuristic detection: the scanner de-compiles the code or runs it within a virtual, restricted environment. It then classifies and weights the actions performed by the code against a predefined, behavior based, rule set.

Cloud-based protection and machine learning: those are relatively new techniques. The file that needs to be analyzed is sent to the antivirus / security system vendor cloud where sophisticated algorithms perform a deep analysis of the code authenticity and behavior.

Are those scan methods infallible?

Modern threats are very sophisticated and, like biological viruses, can mutate their code and their signatures. Moreover, new malwares and exploits are created every day and spread rapidly over the Internet. The threat recognition methods mentioned above are therefore not infallible but can guarantee a high percentage of malware recognition when combined together.

While signature based techniques are very successful in recognizing known threats and less prone to false positives, they are not so efficient in recognizing unknown malware or mutations of existing ones. In this area, the behavioral and heuristic methods perform much better although they are more prone to false positives since their detection is not based on bare code matching but on a certain degree of interpretation and hence uncertainty.

The term "false positive" is used when a security system classifies an innocuous file or process as malware.

 

 

Reference:

Alternative Streaming Quotes for US Equities

Overview: 

The SEC Vendor Display Rule requires that brokers give clients access to the NBBO at the point of order entry. In order to provide users with free live streaming market data, we cannot display this free stream when entering an order without the client subscribing to the paid NBBO.

Background: 

Under the Rule 603(c) of Regulation NMS (Vendor Display Rule), when a broker is providing quotation information to clients that can be used to assess the current market or the quality of trade execution, reliance on non-consolidated market information as the source of that quotation would not be consistent with the Vendor Display Rule.

Therefore and according to FINRA's enforcement of the SEC rule, any client of a broker that is purchasing real-time quotes must buy the NBBO real-time services when making trading decisions.

All clients have access to streaming US equity quotes from the four CBOE exchanges and IEX at no charge. Since this data does not include all markets, we cannot show this quote when entering parameters for a US stock quote. Order routing will not change based on what is shown on the screen. If one is subscribed to NBBO quotes or not, by default the trade will still take place with the assistance of the SMART order router designed to provide the best price for the order.

Please see the sample screenshots below from TWS Classic and TWS Mosaic for what occurs when placing an order without the NBBO streaming subscription for US equities. 

TWS Classic:

1. Screenshot of quotes showing without order entry line item

2. Screenshot of quote going blank when putting in the order entry line item

TWS Mosaic:

1. Screenshot of quotes showing without order entry line item

2. Screenshot of quote going blank when putting in the order entry line item

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

 

 

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

 

IB TWS and IB Key Merger into IBKR Mobile

OVERVIEW

The migration for your user depends upon your current use of the apps as follows:

1. Your Smartphone is solely used for trading (IB TWS installed) - Click Here
2. Your Smartphone is solely used for authentication (IB Key installed) -  Click Here
3. Your Smartphone is used for both trading and authentication (IB TWS and IB Key installed) - Click Here
4. Your Smartphone is used for Debit Card transactions (IB Key installed) -  Click Here
 

You are a user of IB TWS

You have been trading on your smartphone with IB TWS and you have not used IB Key.
1. Upon first launch of the application you will see the following new Home Screen.
Figure 1 is the Home Screen of IBKR Mobile for iOS devices. Figure 2 is the Android device version.

     
Figure 1                                                     Figure 2

2. Tap on the Trade button.
3. The rest of the application experience is identical to what you have already used in the past.
 

 

Access to the other functions from the Trading Screen

If you wish to access the other functions of the IBKR Mobile, such as the Authentication module or the
Debit Card functions:

For iOS (Figure 3)
1. Open the menu ‘More’ (lower right-hand corner of your screen).
2. Scroll to the very bottom of this page
For Android (Figure 4)
1. Open the Application menu
2. Scroll to the bottom section - App Settings

       

Figure 3

    

Figure 4
 

You are an IB Key user

Activation

1. Launch the IBKR Mobile and tap on Authentication.
2. The app will detect the installation of the IB Key and will suggest a course of action - either an
automated migration (Figure 5) on an update and then automated migration.
You can as well choose to manually migrate at a later point.

     
Figure 5                                                 Figure 6                                                 Figure 7

After the migration is completed, should you run the IB Key standalone application - the one you have
authenticated with in the past - you will see the following screen (Figure 8).


Figure 8

 

Daily Operation


A. Nothing changes in the daily login experience if you have an Internet connection - the Seamless
Authentication process will be used:
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or
IBKR Mobile). Click on Login.
2. The system will send you a notification on your smartphone’s screen - tap on it.
3. Depending on your device, present your face to the camera or fingerprint on the sensor (iOS) or
enter your PIN code (Android). The system will the automatically proceed with the login.


B. If you have no Internet connection, you will use the IBKR Mobile in Challenge-Response mode:
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or
IBKR Mobile). Click on ‘Login'.
2. Click on the link saying “I did not receive a notification”.
3. Launch the IBKR Mobile and tap on ‘Authentication’.
4. In the field Challenge of your smartphone application enter the values displayed on the Login
Screen. Tap the ‘Generate’ button.
5. Enter the values displayed by your smartphone app into the field Response string on the Login
Screen. Click ‘Login’.

 

You are a user of both IB TWS and IB Key

1. Please complete first the procedure for the activation of the Authentication module of the IBKR
Mobile app (Click Here).
2. Login to the trading screen by taping on the Trade button of the Home Screen in your new IBKR
Mobile app (Click Here).

 

You use an IB Debit Card

1. Please complete first the procedure for the activation of the Authentication module of the IBKR
Mobile app (Click Here).
2. On the Home Screen of the IBKR Mobile app tap on the Debit Card button. The rest of the experience
is identical to what you have already used in the past.

 

 

How to adjust font size in TWS

Background: 

By default, Trader Workstation (TWS) is designed to display in a font size and style which can be read comfortably for the average user across various screen sizes and resolutions. With the advent of new technologies, there has been an exponential push to make monitors with higher display sizes and your layout may need to be further adjusted manually. This document serves to explain how to manually adjust the font size for TWS.

Procedure

To adjust font size throughout TWS:

  1. From the Anchor window, click the Font Size Adjustment icon.
  2. Check the button Adjust window & column widths to ensure all windows will resize automatically to keep the same font:window ratio. (If unchecked, only font size will change but window size will remain the same).
  3. Click the button Smaller or Larger until the font size is correct.
    Notice that the font size will change immediately as you click the button.
  4. Click the Font Size Adjustment icon   when done.

Note: It is possible that currently not all windows will be adjusted in the same way.

IBKR主机与端口文档

Background: 

如果使用SSL,TWS会通过4000和4001端口连接IBKR的服务器。如果您使用的是代理服务器,则其需同时开放入站端口和出站端口,使其成为透明代理,这样TWS才能正常运行。

下方表格列出了在您使用我方服务的过程中TWS可能会用到的所有网关及对应的目的地主机,请允许访问该等主机。

要测试您的连接是否需要特殊设置或者是否已配置妥当,最简便的方法便是使用IBKR的专用测试页面,其可针对您的网络与我方主交易与数据服务器的连接提供动态测试。如果返回的响应结果为“成功”,则您无需再进行进一步操作。如果响应结果为“失败”,我们建议您在网络配置中为新主机添加例外或检查您的更改。

:如果您的网络使用的是浏览器代理,测试页面可能会产生错误正值。这种情况下,或者如果您不确定自己的网络设置情况,您可求助于您的网络管理员,网络管理员可对下表所列主机进行ping和telnet测试以确认符合连接要求。

说明:

客户端及网站

地区/产品

服务器(主机)

端口1

IBKR网站 – 美国

www.interactivebrokers.com

443

IBKR网站 – 加拿大

www.interactivebrokers.ca

443

IBKR网站– 英国

www.interactivebrokers.co.uk

443

IBKR网站 – 印度2

www.interactivebrokers.co.in

443

IBKR网站 – 日本2

www.interactivebrokers.co.jp

443

IBKR网站– 香港2

www.interactivebrokers.com.hk 443

IBKR网站 – 中国2

www.ibkr.com.cn 443

IBKR网站 - 澳大利亚

www.interactivebrokers.com.au 443

客户端 – 东部

gdcdyn.interactivebrokers.com

443

客户端 – 中部

cdcdyn.interactivebrokers.com

443

灾难恢复网站

www.ibgdr.com 80

1: 标准通信: TCP端口80| SSL通信: TCP端口443。

2: 本IB服务器主机不支持ping请求。

重要提示:如您通过企业网络访问客户端,且企业网络是通过负载平衡设备提供互联网连接的,则您在登录时或登录后可能会收到会话已过期/无效及/或网页内容丢失等错误信息。 负载平衡器会将您的连出请求循环连至两个或以上网络界面以平衡网络负载。由于该机制,您的HTTP请求会通过不同的IP地址达到我们的系统,从而使您的客户端会话无效。在这种情况下,请联系您的网络管理员或IT部门配置您的设备以绕过负载平衡器。这样您的会话将继续有效。

 

 

桌面端TWS

地区/工具

主要/备用

服务器(主机)

端口

 


TWS美国 – 东部

主要

ndc1.ibllc.com


4000 / 4001

备用

ndc1_hb1.ibllc.com


TWS美国 – 中部

主要

cdc1.ibllc.com


4000 / 4001

备用

cdc1_hb1.ibllc.com


TWS欧洲

主要

zdc1.ibllc.com


4000 / 4001

备用

zdc1_hb1.ibllc.com

TWS亚洲

主要

hdc1.ibllc.com

4000 / 4001

备用

hdc1_hb1.ibllc.com

TWS亚洲 - 中国3

主要

mcgw1.ibllc.com.cn

4000 / 4001

备用

mcgw1_hb1.ibllc.com.cn
TWS自动更新 主要

download.interactivebrokers.com

443

download2.interactivebrokers.com

风险漫游

主要

risk.interactivebrokers.com

443

TWS云设置

主要

s3.amazonaws.com

443

IB CAM

主要

ndc1.ibllc.com

4000 / 4001

诊断报告

主要

https://wit1.interactivebrokers.com

443

 

3: 网关面向账户被分配至香港的服务器、但实际从中国大陆访问的客户。

 

Syndicate content