雙因素保護—移動IBKR驗證

Overview: 

在IB,我們致力於通過雙因素驗證登錄保護您的賬戶。在雙因素驗證模式下,只有通過使用兩項安全因素才能訪問賬戶,即“您已知的”(用戶名和密碼)和“您已有的”(工具生成的隨機密碼,將在用戶名和密碼后輸入)。 雙因素保護旨在降低網絡黑客(其可通過惡意軟件或社會工程陷阱取得您的密碼)訪問您賬戶的風險。

盡管IB提供多種雙因素選擇,但移動IBKR驗證普遍被認為是最便於訪問和操作的方式。下方列出了該應用程序的一些便利性因素。

 

1. 始終可用:
您總是會隨身攜帶手機,這也就是能讓您安全訪問IB賬戶的工具

2. 便利:
無需攜帶、跟蹤和注意其它設備。如果丟失或更換手機,IB客服也隨時能幫助您恢復該應用程序,讓其正常運行。

3. 快速激活:
程序下載后几分鐘內,您便可用其進行驗證登錄。

4. 無需郵寄、運輸或退還:
不會有寄送延遲,也不會因為電池耗盡而要退回設備。只需一次快速下載便可使用。

5. 用我們的無縫驗證實現安全且快速通暢的登錄:
登錄交易平台或賬戶管理時,您只需輸入用戶名和密碼 - IBKR會向您發送通知,您再使用IB Key協議用指紋或PIN碼(具體取決於您的配置)完成驗證。

6. 允許多個使用者用衕一個應用程序進行驗證:
如果您個人的IB賬戶有一個安全設備、您與配偶的聯名賬戶有一個安全設備、您的公司賬戶也有一個安全設備,那么知道所有這些使用者(還可以有更多)現在都可以用衕一個應用程序,您一定會非常高興。

7. 所有智能手機都可使用:
如果您用的是iPhone,可直接從蘋果應用商店下載移動IBKR。安卓手機用戶可從谷歌電子市場獲取該應用程序。中國客戶可以從百度手機助手或360手機助手上下載。

8. 可離線運行:
即使手機離線(如正在休假或信號不好),您仍然可以使用移動IBKR驗證。盡管無法使用無縫驗證,但該程序仍可以生成您訪問賬戶和進行交易必須用到的驗證代碼。

9. 重置密碼安全傳輸:
安裝了移動IBKR并激活了IB Key驗證后,您便可讓IB客服將臨時密碼以一種安全的方式發送到您的手機,而無需通過短信或其它方式。

10. 內存占用量小:
即使是限制最嚴格的數據套餐也可以下載移動IBKR,其安裝在手機上不會占用系統資源。該程序的大小及其運行時的資源占用量都已在不影響安全性能的前提下降到了最小。

 

有關移動IBKR驗證的安裝、激活與運行,請參見KB2260

如何將移動IBKR驗證(IB Key)遷移到新手機

您可以將移動IBKR應用程序同時安裝在多個設備上,但集成的驗證模塊(IB Key)只能在一個手機上激活,您將在這台手機上完成任何其它設備觸發的雙因素驗證任務。

盡管如此,如果您有多台手機,或者如果您丟了/換了手機,您也可以在無需聯系IB客戶服務的情況下直接遷移IB Key激活。IB Key遷移可供您在從主設備/舊設備上移除雙因素驗證功能的同時繼續在備用手機/新手機上執行雙因素驗證任務。
 
如果您丟失/更換了設備或者即將因為出差或休假而無法使用設備,則可以使用該程序。
 
    要求: 
    - 該程序將完全在您的備用手機/新手機上進行。無需用到主手機/舊手機(當前激活了IB Key的設備)
    - 除非您的使用者有已激活的實物安全設備,否則您會需要最初用來激活IB Key的手機號碼,因為在遷移過程中,我們會向該號碼發送短信(SMS)。
     

    閱讀完上述要求后,請根據您手機的操作系統點擊下方對應鏈接:

  • iOS
  • 安卓

 


iOS

1. 打開移動IBKR,輸入用戶名和密碼,點擊登錄
圖 1


2. 選擇遷移IB Key圖 2),然后點擊遷移IB Key確認您的選擇(圖 3
圖 2                                                              圖 3

  

3. 閱讀完說明后,點擊繼續
圖 4
 
4. 輸入用戶名和密碼,點擊登錄
圖 5
 
5. 從發送給您的短信(SMS)中找到激活碼圖 6)。在激活碼對應框輸入激活碼,然后點擊激活圖 7
圖 6                                                             圖 7
  
 
6. 點擊完成完成遷移程序
圖 8

 

 

安卓

1. 打開移動IBKR,輸入用戶名和密碼,點擊登錄
圖 1


2. 選擇遷移IB Key圖 2),然后點擊遷移IB Key確認您的選擇(圖 3
圖 2                                                            圖 3
  
 
3. 閱讀完說明后,點擊繼續
圖 4
 
4. 輸入用戶名和密碼,點擊登錄
圖 5
 
5. 從發送給您的短信(SMS)中找到激活碼圖 6)。在短信碼對應框輸入激活碼,然后點擊驗證圖 7
圖 6                                                          圖 7
  
 
6. 自行設置一個PIN碼(字母數字,4到6個字符,至少有一個數字),輸入到PIN碼對應框。然后在重復PIN碼區域再次輸入該PIN碼進行確認。點擊激活
圖 8
 
7. 點擊完成完成遷移程序
圖 9
 
 

 

參考:

  • 參見KB2879KB2260了解有關移動IBKR驗證(IB Key)的基本信息
  • 參見KB2260了解移動IBKR應用程序的安裝/激活/操作說明
  • 參見KB2278了解在蘋果手機上操作IB Key的說明
  • 參見KB2277了解在安卓手機上操作IB Key的說明 
  • 參見KB3279了解在另一手機上啟用了IB Key的情況下如何登錄移動IBKR
  • 參見KB3073了解如何重新激活或遷移移動IBKR驗證(IB Key)

 

在其它手機上啟用了IB Key的情況下如何登錄移動IBKR

Background: 
本文主要面向已經在一個手機上激活了移動IBKR驗證、但另外還持有一個移動設備并且想在該移動設備上進行交易的客戶。
屬於這種情況的客戶可以在備用設備上登錄移動IBKR交易平台,用手機完成雙因素驗證程序。

 

為進行說明,本文中我們將釆用以下命名規則:

驗證設備:這是您激活了移動IBKR驗證(IB Key)的智能手機

交易設備:這是您想使用移動IBKR程序進行交易的設備。

 

程序

請根據您手機的操作系統點擊下方對應鏈接:

 

iOS

1. 交易設備上打開移動IBKR應用程序。在登錄界面輸入用戶名和密碼,點擊登錄
 圖 1
 
2. 點擊雙因素驗證 (圖 2)。屏幕會出現一條挑戰碼(圖 3
  圖 2                                                            圖 3
    
 
3.驗證設備上打開移動IBKR應用程序
 圖 4
 
4a.如果沒有自動登錄,點擊左上角的服務圖 5),然后點擊驗證圖 6)。
 圖 5                                                          圖 6
 
 
4b.如果已經登錄,點擊右下角的更多按鈕。然后向下滾動,點擊驗證
  圖 7

5.輸入在第2步中獲得的挑戰碼。然后點擊生成響應碼 圖 8)。提供安全驗證要素后(圖 9),您便會收到一條響應字符串(圖 10)。
圖 8                                                     圖 9                                                  圖 10
   

6. 交易設備上,將響應字符串輸入到“輸入響應碼“區域,然后點擊發送以最終完成驗證程序。
 圖 11

 

 

安卓

1. 交易設備上打開移動IBKR應用程序。在登錄界面輸入用戶名和密碼,點擊登錄
  圖 1
 
2. 點擊雙因素驗證 (圖 2)。  您會看到一條挑戰碼(圖 3
 圖 2                                                          圖 3
  
 
3.驗證設備上打開移動IBKR應用程序
 圖 4
 
4a.如果沒有自動登錄,點擊服務圖 5),然后點擊驗證圖 6)
 圖 5                                                            圖 6
   
 
4b.如果已經登錄,點擊菜單按鈕(圖 7),向下滾動,然后點擊驗證圖 8)。
  圖 7                                                          圖 8
  
 
5.輸入您移動IBKR的PIN碼以及您在第2步中獲得的挑戰碼,然后點擊生成響應碼圖 9)。屏幕上會顯示一條響應字符串(圖 10
  圖 9                                                         圖 10
  
 
6. 交易設備上,將響應字符串輸入到“輸入響應碼“區域,然后點擊登錄以最終完成驗證程序。
 圖 11
 


參考
  • 參見KB2260了解如何使用移動IBKR驗證的一般說明
  • 參見KB3073了解如何將IB Key / 移動IBKR驗證遷移到新手機的說明
  • 參見KB2748了解如何進行IB Key/移動IBKR驗證恢復的說明

 

How to migrate IBKR Mobile Authentication (IB Key) to a new smartphone

You may have the IBKR Mobile app installed simultaneously on multiple devices but the integrated authentication module (IB Key) can only be active on a single smartphone, on which you will complete the Two-Factor authentication tasks triggered from any other device.

Nevertheless, if you possess multiple smartphones or if you lost/replaced your smartphone, you have the possibility to migrate the IB Key activation, without the need of contacting IB Client Services. The IB Key migration allows you to carry on the Two-Factor authentication tasks on your secondary/new smartphone, while removing this capability from your primary/old device.
 
This procedure can be used in case you lost/replaced your device or in preparation for a business trip or for a holiday period, during which you will not have access to it.
 
    Requirements: 
    - This procedure will be entirely performed on your secondary/new smartphone. You do not need to be in possession of your primary/old smartphone (where IB Key is currently active)
    - Unless you have a physical security device active for your user, you need to have access to the mobile phone number you originally used to activate the IB Key, since we will send a text message (SMS) to that mobile number as a part of the migration procedure.
     

    Once you have reviewed the above requirements, please click one of the below links, according to the operating system of your secondary smartphone

  • Apple iOS
  • Android

 


Apple iOS

1. Open IBKR Mobile, enter your username and password and tap Log In
Figure 1


2. Select the Migrate IB Key option (Figure 2), then tap Migrate IB Key to confirm your choice (Figure 3)
Figure 2                                                              Figure 3

  

3. Once you have read the instructions, tap Continue
Figure 4
 
4. Enter your username and password, then tap Log In
Figure 5
 
5. Read the Activation Token from the text message (SMS) sent to you (Figure 6). Enter the Activation Token in the Activation Code field, then tap Activate (Figure 7)
Figure 6                                                             Figure 7
  
 
6. Tap Done to complete the migration process
Figure 8

 

 

Android

1. Open IBKR Mobile and enter your username and password and tap Log In
Figure 1


2. Select the Migrate IB Key option (Figure 2), then tap Migrate IB Key to confirm your choice (Figure 3)
Figure 2                                                            Figure 3
  
 
3. Once you have read the instructions, tap Continue
Figure 4
 
4. Enter your username and password, then tap Log In
Figure 5
 
5. Read the Activation Token from the text message (SMS) sent to you (Figure 6). Enter the Activation Token in the SMS Code field, then tap Verify (Figure 7)
Figure 6                                                          Figure 7
  
 
6. Choose a PIN of your preference (alphanumeric, between 4 and 6 characters, with at least one number) and enter it into the PIN field. Then enter the same PIN in to the Repeat PIN field to confirm it. Tap Activate
Figure 8
 
7. Tap Done to complete the migration process
Figure 9
 
 

 

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 your IB Key on an Apple iPhone
  • See KB2277 for instructions on how to operate your IB Key on an Android smartphone: 
  • See KB3279 for instructions on how to log in to IBKR Mobile when IB Key is enabled on another phone
  • See KB3073 for instructions on how to reactivate or transfer the IBKR Mobile authentication (IB Key)

 

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

 

Secure Login with IBKR Mobile

Overview: 

 Securely log in to any IB application, including TWS, Account Management or WebTrader using IBKR Mobile

Android

1.  Enter your username and password into the trading platform or Account Management login screen and click Login. If correct, a notification will be sent to your phone.

 

2. On your phone, swipe down from the top and check your notification menu. Tap on the IBKR Mobile app notification.

 

3. Selecting the notification will launch the IBKR Mobile app. Place your finger that was registered on your phone's fingerprint reader.

 

4. If authentication succeeds, the log in will now automatically proceed.

 

iPhone

1. Enter your username and password into the trading platform or Account Management login screen and click Login. If correct, a notification will be sent to your phone.

 

2. On your iPhone, check your notification menu and select the IBKR Mobile app notification

 

 

3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, either place your finger that was registered for Touch ID on the Home Button, or look at the screen to authenticate with Face ID.

 

4. If authentication succeeds, the log in will now automatically proceed.

 

 

How do I enable the Notifications for the IBKR Mobile app

Overview: 

What is a notification?

A push notification is a brief message which is sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively reach the recipients, even if they are not currently engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.

Background: 

Why does the IBKR Mobile app use notifications?

The IBKR Mobile application uses notifications for informational purposes, as well as two-factor authentication. In the latter case, the user is invited to tap on the notification, which will automatically open the IBKR Mobile app and begin the authentication process.

This procedure explains how to manually enable notifications for the IBKR Mobile app. Please click the link below that matches your smartphone's operating system.

Apple iOS

1. On your home screen, tap Settings (Figure 1), then Notifications (Figure 2) and finally IBKR (Figure 3)
 Figure 1                                                 Figure 2                                                   Figure 3                                 
2. In the IBKR app settings, you will see a number of different options. We recommend to set them in the following way (Figure 4):
  • Allow Notifications: enabled
  • Lock Screen, Notification Center, Banners: selected
  • Banner style: Persistent
  • Badges: enabled
  • Show Previews: Always
 Figure 4

 

Android

1. Go the Settings of your phone, then tap Apps & notifications1 (Figure 1) then IBKR Mobile (Figure 2) and finally App notifications (Figure 3)
 Figure 1                                                    Figure 2                                                     Figure 3                           
 
2.  Ensure that notifications for this app are globally On and the switches Allow notification dots, Allow interruptions, On the lock screen are all enabled (Figure 4). According to your personal preference, you may want to enable as well the switch Override Do Not Disturb
 Figure 4

Please note that menu items labels and positions may vary according to your device vendor and software version.
 

Notes

1. The Apps & notifications item may be called Sound & notification on certain devices


 References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2748 for information about IBKR Mobile Authentication recovery

 

I am not receiving IBKR Mobile notifications

Overview: 

What is a notification?

A push notification is a brief message which is sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively reach the recipients, even if they are not currently engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.

Background: 

Does the IBKR Mobile app use notifications?

The IBKR Mobile application uses notifications to deliver alerts and other information, as well as for the needs of the 2-Factor authentication. In this last case, the user is invited to tap on the notification - this will automatically call the IBKR Mobile app, through which the authentication process needs to be completed.

 

What are the prerequisites for receiving IBKR Mobile notifications?

In order to receive the IBKR Mobile notifications the following requirements have to be met:

  • The IBKR Mobile app must be installed on your device
  • Your device must be connected to the Internet (through WiFi or through a mobile data connection, such as EDGE / 3G / 4G / LTE). If you are located in China, please check additionaly Note a. on this topic
  • If you are aiming to receive the Seamless Login notifications, the authentication module of the IBKR Mobile app has to be active. For details please see KB2260

 

I do not receive IBKR Mobile notifications. What can I do?

If you met the prerequisites listed above but you still have troubles receiving IBKR Mobile push notifications, please perform the additional checks listed below.

 
1. Ensure you are not actually just missing or overlooking the notifications
Certain device configurations may cause the notifications to hide quickly or not to be shown when the device screen is locked. Please bear in mind that you can, at any time, access your unread notifications history, usually by swiping your finger down from the top edge of your screen.
 
2. Ensure your phone is not currently in "Airplane", "Flight" or "Do not disturb" mode
The "Airplane"(also called "Flight") mode cuts off all the device connections, preventing the device from interfering with plane instruments during a flight. Usually, when this mode is active, a small airplane icon is displayed in the top bar of your device's screen.
The "Do not disturb" mode is used to cut off calls, alerts and notifications when the device owner does not want to be disturbed. Usually, when this mode is active, a half moon or a stop icon is displayed in the top bar of your screen.
The easiest way is to disable those modes is from the quick settings panel, which can be opened by swiping the finger up from the bottom of your screen on Apple iOS devices (Figure 1) or by swiping your finger down from the top of your screen on Android devices (Figure 2)
Figure 1                                                                            Figure 2
    
Note: On Android devices, the position and name of the items may vary according to the device vendor and software version.
 
3. Make sure the notifications are enabled for the IBKR Mobile app
When you installed the IBKR Mobile app on your device, the system prompted you to allow the notifications for the app itself. If at that time you denied that access, you would now need to manually enable the notifications from your smartphone settings. Should you need additional guidance for this procedure, please see KB3236.
 
4. Check whether the power saving mode of the phone is not preventing notifications
Conservative power mode settings usually lower battery consumption by limiting or disabling background app communication and refresh. This often prevents as well notifications from being delivered to your device. You can check the power scheme currently in use on your smartphone as follows, according to your device Operating System:

Click here if you want to skip those instructions and jump directly to the next item - point 5.

 

Apple iOS

If the Power Saving Mode is on, the battery indicator on the top right of your Desktop will show the charge level in yellow
 Figure 3
You can switch off the Power Saving by swiping the finger up from the bottom of your screen and tap the battery icon in the Control Center (Figure 4)
Figure 4
 
 
If the battery icon is not present there, you can toggle the switch Low Power Mode from the Settings of your phone, section Battery (Figure 5, 6, 7)
  Figure 5                                             Figure 6                                     Figure 7
  

 

Android

If Battery Saver is on, the top and bottom bars of your device Desktop will have an orange background and the battery icon will contain a "+" sign.
 Figure 8
 
The easiest way to disable the function is from the Quick Settings panel, which you can open by swiping your finger down from the top of your screen. You can then tap the battery icon (Figure 9)
 Figure 9
 
If the battery icon is not present within the Quick Settings panel, you can tap the Settings icon from the screen and tap on Battery. There you can toggle the Battery saver switch (Figures 10, 11, 12)
 Figure 10                                     Figure 11                                                 Figure 12
  

Note: The position and name of the items may vary according to the device vendor and software version.

5. Check whether your mobile Internet connection has enough speed and stability 
Look at the top bar of your device's screen and check whether the Wi-Fi or the carrier data (EDGE / 3G / 4G / LTE) signal reception is enough strong and stable for receiving data. You can perform a quick test by opening a website through the phone web browser and perform a web search or visit ibkr.com
 
6. Ensure your device is not jailbroken/rooted
A jailbroken / rooted device allows the installation of apps and tweaks not authorized by the software and/or hardware vendor. This is achieved by obtaining a complete (root) access to the device's Operating System and removing the security measures and restriction originally built-in. This operation invalidate the device warranty, can compromise or make completely unusable certain functionalities and severely lowers the overall security of the device.
For those reasons, on a jailbroken / rooted device we can not guarantee the IBKR Mobile app will remain in a fully operational state. The whole app or some of its features (especially the authentication module and related notifications) may not function as expected.
 
7. Force a sync between the IBKR Mobile app and the back-end systems
If you went through all the above steps and still do not receive the IBKR Mobile notifications on your device, we recommend that you perform a one time login to the Account Management using the manual challenge/response authentication method. This operation will re-align the app parameters with our back-end systems and should trigger the seamless authentication method to be reinstated for the future login attempts. Please proceed as follows:

a. On www.ibkr.com click on Log in --> Account Management

b. Enter your credentials and click on Login

c. Should you have multiple SLS devices active, select "IB Key" from the device drop-down

d. If you see a note stating that a message has been sent to your phone, click the link "Click here if you did not receive the message" and the system will show you a 6 digits Challenge number

e. On your mobile device, open the IBKR Mobile app, then tap Authenticate  (should you not see the button Authenticate, tap first on the link Services on the top left of the screen)

f. Enter the Challenge number you obtained at point d. in the Challenge field and tap Generate Response. Once you have provided your security element (PIN, FaceID, Passcode) you will receive a 8 digits Response String

g. On the Account Management login screen, enter now the Response String you obtained at point f.

h. If the code has been accepted, you will be logged in to the Account Management.

i. Logout from the Account Management and try to log in again. This time you should receive the notification on your mobile device.
 

If you still do not receive the IBKR Mobile notifications after having checked all the above points from 1. to 7. please contact IB Client Services at your earliest convenience for further troubleshooting.

 

Notes
a. The access to Google services is blocked within China. Because of this restriction, notifications are usually not delivered on Android devices used within that Country. IB has no possibility of intervention or control over this limitation.

 

 References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app
  • See KB2748 for information about 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 Account Management.
  • From the side menu, click on Settings and then on User Settings. Click on the configuration gear correspondent to Mobile Number. If you are using the Classic Account Management, this section can be reached from the top menu Manage Account -> Account Information -> Details -> Profile, by clicking on the link "Modify"

  • 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.
     
  • 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.

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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 management or trading platform you wish to log in to
  • 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
      


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Regulations Mandating Two-Factor Protection

Overview: 

Regulators in certain jurisdictions have imposed requirements that brokerage clients use Two-Factor Authentication when accessing their account. These requirements currently impact residents of Hong Kong and India with details provided below.

Hong Kong-based accounts

On 27 Oct 2017, the Securities & Futures Commission of Hong Kong (SFC) issued revised guidelines aimed at reducing the information security risks associated with internet trading.  All registered and licensed persons engaged in internet trading are required to comply. The Hong Kong Monteary Authority (HKMA) simultaneously issued a circular on the same day requiring all registered institutions to implement the requirements listed in the guidelines.

Per article 1.1 of the SFC guidelines, all clients are required to be enrolled in Two-Factor Authentication. As a result, we are no longer able to provide Hong Kong accounts with the ability to opt out of the Secure Login System.

 

India-based accounts

On March 25, 2014 the National Stock Exchange of India (NSEI) issued a circular with new requirements for stock brokers that operate in India. Per regulation 3b, all brokers must implement Two-Factor Authentication for Indian clients. As a result, we are no longer able to provide India accounts with the ability to opt out of the Secure Login System.

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