20-Minute Reconnect Grace Period, Unless Fingerprint/PIN Device Lock is Enabled

We recently introduced 30-hour Extended Trading access for mobile users (see the Android or iOS release notes).

For your protection, this feature requires that fingerprint or PIN/Pattern security be enabled on your mobile device. If not enabled, a 20-minute inactivity grace period applies, after which you are disconnected from your trading session and logged into Read-Only mode (which can be disabled), and must perform a full login for trading access.
 
While we remain diligent in our efforts to keep your account protected, we understand that good security is also about striking a balance between safety and convenience. If you feel strongly that this change adds undue burden to your trading setup - we'd like to hear from you.  Please vote on the Enhancement Request available through our Features Poll.

 

IB TWS for Mobile - Extended Trading Access

Overview: 

Get extended trading access in IB TWS for Mobile when you enabled fingerprint security on your device.

Once logged in to TWS for Mobile, all users have a 20-minute grace period during which they can take a call or use another app and still retain full access to their trading session without having to perform a full login (username/password + second factor authentication). After this grace period, users who have fingerprint security enabled on their device will enjoy secure trading for up to 30 hours without having to complete the full login.

 
When you enable a fingerprint to unlock your device, you are automatically enrolled for TWS Fingerprint authentication. This means that once you log in to TWS, you are able to securely re-access your trading session for up to 30 hours using just your fingerprint as authentication. If your fingerprint authentication fails or if you tap “Cancel,” you will be logged in to read-only mode. After 30 hours without using fingerprint authentication, you will be required to complete a full login. This means that if you access mobile TWS at least every 30 hours, you can maintain your trading access for an entire week without a full login. For added security, all mobile trading sessions are disconnected each Sunday at 1:00 AM local time, requiring you to complete a full login.
 
 
Users who use a PIN or pattern instead of a fingerprint to unlock their device will be able to re-access their trading session with this authentication for up to 12 hours before a full login is required.
 
 
If you do not want to enable the above forms of trading access and prefer to complete the full login process each time, disable “Secure reconnect” (Android) or "Auto-reconnect" (iOS) in IB TWS for Mobile Configuration.

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.

预览定单/检查保证金

Overview: 

预览定单/检查保证金功能可供您在定单传递前了解其预计成本、佣金和保证金影响。该功能在TWS和WebTrader上均可使用,TWS版本显示的信息更为详尽。

交易者工作站(TWS)

TWS检查保证金功能可将建议定单的保证金影响与现有头寸隔离开来,并在假设定单执行的基础上显示新的保证金要求。包括初始和维持保证金要求在内的关键保证金余额报告为含贷款价值资产。要使用该功能,请将鼠标停留在定单行,右键点击并从下拉菜单中选择检查保证金

举例:以1387.25的价格买入1手2012年6月的ES期货

 

定单预览的第一部分显示该证券的买价、卖价和最后交易价。

 

第二部分显示基本定单详情。

 

金额部分显示定单的价值以及适用的估算佣金。

 

保证金影响部分显示下方信息的明细:

当前 = 当前账户价值,不包含正在传递的定单。

变化 = 正在传递之定单的影响,忽略账户的所有头寸。

交易后 = 正在传递之定单执行并计入账户投资组合后的预期账户价值。

  

网络交易者(WebTrader)

WebTrader定单预览显示仅显示TWS交易后价值的对应值。

 

IEX Discretionary Peg Order

Background: 

IEX offers a Discretionary Peg™ (D-Peg™) order type which is a non-displayed order that is priced at either the National Best Bid (NBB for buys) or National Best Offer (NBO for sells). D-Peg™ orders passively rest on the book while seeking to access liquidity at a more aggressive price up to Midpoint of the NBBO, except when IEX determines that the quote is transitioning to less aggressive price

D-Peg™ combines elements of Midpoint Peg, Primary Peg, and traditional discretionary order types.
 
Information about slow and predictable changes in the NBBO are detected in IEX's Crumbling Quote Indicator and provides D-Peg™ orders with an instruction to stop seeking access to liquidity at a more aggressive price until the quote returns to a stable state.

 

How to Place a D-Peg Order

Please note, the IEX D-Peg order type is only available via the TWS version 961 and above. Instructions for entering this order type are outlined below:

Step 1

Enter a symbol and choose a directed quote, selecting IEX as the destination. Right click on the data line and select Trade followed by Order Ticket to open the Order Ticket window.

 

Step 2

Select the REL order type from the Order Type drop down menu.

 

Step 3

Click on the Miscellaneous tab (Misc.) and at the bottom there will be a checkbox for "Discretionary up to limit". Check this box. The price that you set in the Limit Price field will be used at the discretionary price on the order.

 

 

Step 4 

Hit Preview to view the Order Preview window.

 

 

For additional information concerning this order type, please review the following exchange website link: https://www.iextrading.com/trading/dpeg/

 

 

IBot Quick Guide

Availability

Available across all trading platforms.
 
Entering Commands
 
In the IBot entry field type your command (e.g., show the price of IBkr) then press Enter or Send.
 
Supported Commands
 
  • Quotes: “quote Interactive Brokers”, “show the price of Interactive Brokers”
    • IBot can also display fundamental information
    • Options: In cases where there is more than one option contract on the same exchange with the same expiry, strike and right, IBot will choose a contract as follows:
      • Choose smart over non-smart
      • Choose non-weekly contracts
      • Choose the contract with a standard multiplier
    • Partial Instrument Match: In cases where you leave out a parameter, IBot will try to identify the option contract with an educated guess based on the following logic:
      • If the underlying is missing, assume the last used underlying if one is available
      • If the type is missing, use a CALL.
      • If the expiration is missing, use the nearest month.
      • If the strike is missing, use the at-the-money strike.
  • Charts: “10 day 1 hour bar chart for Interactive Brokers”, “chart Interactive Brokers”
    • If you omit bar sizes or time ranges, IBot will display the most reasonable chart based on what you entered
  • Orders: “buy 100 shares of Interactive Brokers at market”, “sell 100 shares of IBKR at 40”, “close my Interactive Brokers position”, “close 10% of my long positions”
    • You MUST click the Submit button located within IBot to place the order
  • Trades: “show trades in Interactive Brokers”
  • Market Scanners: “top gaining US stocks", "biggest US market winners"
  • Market Depth Level II Data: “market depth for Interactive Brokers”, “level 2 for IBKR”
  • Option Chains: “option chains for Interactive Brokers”, “jan options for IBKR”
  • Calendar: "show portfolio events", "upcoming events for portfolio companies"
  • Your Account: “show my P&L”, “show my buying power”, “what is my net liquidation value”
  • Modify a Command: after creating an order, “change this order to market”
  • Help: get help with IBot by typing help before a type of command, “help with orders”, “help with chart”
  • Company Fundamentals: “show summary for Interactive Brokers”, “Return on Equity for IBKR”
  • Customer Service Information: “customer support”, “support”
    • Will include a link to the Contact Client Services page of our website
  • IBKR web site information: Use the terms Search: or Search for to return reference information from the IBKR web site. IBot will return the top matches with links to the relevant web page.
 
Non-Supported and Misunderstood Commands
 
In cases where you enter a non-supported command, or one that IBot can't accurately interpret, IBot will provide a best efforts result labeled with a "Potentially misunderstood" warning message and icon.
 
For a full guide on IBot, see the IBot Feature in Focus page. 

Snapshot Market Data

BACKGROUND

IBKR offers eligible clients the option of receiving a real-time price quote for a single instrument on a request basis. This service, referred to as “Snapshot Quotes” differs from the traditional quote services which offer continuous streaming and updates of real-time prices. Snapshot Quotes are offered as a low-cost alternative to clients who do not trade regularly and require data from specific exchanges1 when submitting an order. Additional details regarding this quote service is provided below. 

QUOTE COMPONENTS

The Snapshot quote includes the following data:        

  • Last price
  • Last size
  • Last exchange
  • Current bid-ask
  • Size for each of current bid-ask
  • Exchange for each of current bid-ask 

AVAILABLE SERVICES

Service Restrictions Price per Quote Request (USD)2
AMEX (Network B/CTA)   $0.01
ASX Total No access to ASX24.
Limited to Non-Professional subscribers
$0.03
Bolsa de Madrid   $0.03
Canadian Exchange Group (TSX/TSXV) Limited to Non-Professional subscribers who are not clients of IB Canada $0.03
CBOT Real-Time   $0.03
CME Real-Time   $0.03
COMEX Real-Time   $0.03
Eurex Core Limited to Non-Professional subscribers $0.03
Euronext Basic Limited to Non-Professional subscribers

Includes Euronext equities, indices, equity derivatives and index derivatives.
$0.03
German ETF's and Indices Limited to Non-Professional subscribers $0.03
Hong Kong (HKFE) Derivatives   $0.03
Hong Kong Securities Exchange (Stocks, Warrants, Bonds)   $0.03
Johannesburg Stock Exchange   $0.03
Montreal Derivatives Limited to Non-Professional subscribers $0.03
NASDAQ (Network C/UTP)   $0.01
Nordic Derivatives   $0.03
Nordic Equity   $0.03
NYMEX Real-Time   $0.03
NYSE (Network A/CTA)   $0.01
OPRA (US Options Exchanges)   $0.03
Shanghai Stock Exchange 5 Second Snapshot (via HKEx)   $0.03
Shenzhen Stock Exchange 3 Second Snapshot (via HKEx)   $0.03
SIX Swiss Exchange Limited to Non-Professional subscribers $0.03
Spot Market Germany (Frankfurt/Xetra) Limited to Non-Professional subscribers $0.03
STOXX Index Real-Time Data Limited to Non-Professional subscribers $0.03
Toronto Stk Exchange Limited to Non-Professional subscribers who are clients of IB Canada $0.03
TSX Venture Exchange Limited to Non-Professional subscribers who are clients of IB Canada $0.03
UK LSE (IOB) Equities   $0.03
UK LSE Equities   $0.03

1In accordance with regulatory requirements, IBKR no longer offers delayed quotation information on U.S. equities to Interactive Brokers LLC clients. All clients (IBKR Lite and Pro) have access to streaming real-time US equity quotes from Cboe One and IEX at no charge. Since this data does not include all markets, IB does not show this quote when entering parameters for an order in a US stock quote. IB customers are able to access a snapshot of real-time quote information for US stocks at the point of order entry.

2Cost is per snapshot quote request and will be assessed in the Base Currency equivalent, if not USD.

 

ELIGIBILITY

  • Accounts must maintain the Market Data Subscription Minimum and Maintenance Equity Balance Requirements in order to qualify for Snapshot quotes.
  • The Users must operate TWS Build 976.0 or higher to access Snapshot quote functionality.

 

PRICING DETAILS

  • Clients will receive $1.00 of snapshot quotes free of charge each month. Free snaphots may be applied to either U.S. or non-U.S. quote requests and charges will be applied, without additional notice, once the free allocation has been exhausted. Clients may review their snapshot usage as of the close of each business day via the Client Portal.
  • Quote fees are assessed on a lag basis, generally in the first week after the month in which Snapshot services were provided. Accounts which do not have sufficient cash or Equity With Loan Value to cover the monthly fee will be subject to position liquidations.
  • The monthly fee for snapshots will be capped at the related streaming real-time monthly service price. At which time the streaming quotes will be provided at no additional cost for the remainder of the month.  The switch to streaming quotes will take place at approximately 18:30 EST the following business day after reaching the snapshot threshold. At the close of the month, the streaming service will automatically terminate and the snapshot counter will reset. Each service is capped independently of the others and quote requests for one service cannot be counted towards the cap of another. See table below for sample details.
Service Price per Quote Request (USD) Non-Pro Subscriber Cap (Requests/Total Cost)2 Pro Subscriber Cap (Requests/Total Cost)3
AMEX (Network B/CTA) $0.01 150/$1.50 2,300/$23.00
NASDAQ (Network C/UTP) $0.01 150/$1.50 2,500/$25.00
NYSE (Network A/CTA) $0.01 150/$1.50 4,500/$45.00

 

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

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的服务器、但实际从中国大陆访问的客户。

 

 

 

IBKR Host and Ports Documentation

Background: 

TWS connects to IBKR servers via port 4000 and 4001, if using SSL, and will not operate on any other port. If you are using a proxy server, it needs to be a transparent with both inbound and outbound ports open so that the TWS can function properly.

Below are listed all the gateways, along with the corresponding destination host that might be used by the TWS when you use our services, please allow access to those hosts.

The easiest way to test whether your connection needs any special setup or has been configured properly is to use IBKR's Dedicated Test page, which will provide a dynamic test of your network’s connection against our main trading and market data servers. If a “Success” response is returned, there is nothing more for you to do. If the response is “Failure”, we recommend adding an exception for the new hosts to your network’s configuration or review your changes.

Note: If your network uses a browser proxy, the test page can produce false positives. In this case, or if you are not sure what your network setup is, turn to your network administrators, who can perform ping and telnet tests to the hosts listed below to confirm compliance with the connectivity requirements.

Specs:

CLIENT PORTAL AND WEBSITE

REGION/PRODUCT

SERVER (HOST)

PORTS1

IBKR WEBSITE – AMERICA

www.interactivebrokers.com

443

IBKR WEBSITE – Canada

www.interactivebrokers.ca

443

IBKR WEBSITE – UK

www.interactivebrokers.co.uk

443

IBKR WEBSITE – INDIA2

www.interactivebrokers.co.in

443

IBKR WEBSITE – JAPAN2

www.interactivebrokers.co.jp

443

IBKR WEBSITE – HONG KONG2

www.interactivebrokers.com.hk 443

IBKR WEBSITE – CHINA2

www.ibkr.com.cn 443

IBKR WEBSITE - AUSTRALIA

www.interactivebrokers.com.au 443

CLIENT PORTAL – EAST

gdcdyn.interactivebrokers.com

443

CLIENT PORTAL – CENTRAL

cdcdyn.interactivebrokers.com

443

1: Standard Communication: TCP Port 80 | SSL Communication: TCP Port 443.

2: This IB Server host does not support ping request.

Important Note: If you are accessing Client Portal from a corporate network where the Internet access is provided through a load balancing equipment, you may receive error messages about expired/invalid session and/or missing web content upon or after the login phase. The load-balancer cycles your outbound connections over two or more network interfaces to equalize the network workload. Because of this mechanism, your HTTP requests reach our systems from different IP addresses, invalidating your Client Portal session. In this scenario, as a solution, please ask your network administrator or IT group to configure your machine/device for bypassing the load-balancer. This will allow your session to remain valid and alive.
 

 

DESKTOP TWS

REGION/TOOL

PRIMARY/BACKUP

SERVER (HOST)

PORTS


TWS AMERICA – EAST

PRIMARY

ndc1.ibllc.com


4000 / 4001

BACKUP

ndc1_hb1.ibllc.com


TWS AMERICA – CENTRAL

PRIMARY

cdc1.ibllc.com


4000 / 4001

BACKUP

cdc1_hb1.ibllc.com


TWS EUROPE

PRIMARY

zdc1.ibllc.com


4000 / 4001

BACKUP

zdc1_hb1.ibllc.com

TWS ASIA

PRIMARY

hdc1.ibllc.com

4000 / 4001

BACKUP

hdc1_hb1.ibllc.com

TWS ASIA - CHINA3

PRIMARY

mcgw1.ibllc.com.cn

4000 / 4001

BACKUP

mcgw1_hb1.ibllc.com.cn
TWS AUTO-UPDATE PRIMARY

download.interactivebrokers.com

443

download2.interactivebrokers.com

RISK NAVIGATOR

PRIMARY

risk.interactivebrokers.com

443

TWS CLOUD SETTINGS

PRIMARY

s3.amazonaws.com

443

IB CAM

PRIMARY

ndc1.ibllc.com

4000 / 4001

DIAGNOSTICS REPORTS

PRIMARY

https://wit1.interactivebrokers.com

443

3: Gateway dedicated to clients with accounts assigned to the Hong Kong server, but are physically connecting from Mainland China.

 

 

 

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) Launch the Firefox browser and open this link with that browser: http://www.interactivebrokers.com/cgi-bin/conn_test.pl 
Note: due to browser specific constraints, the above connectivity test link will only produce consistent results on the Mozilla Firefox browser. If you do not have Firefox, you can download and install it form here.

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.

 

Syndicate content