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How is my IB Canada account protected?

The Canadian Investor Protection Fund (CIPF) is sponsored by the Canadian regulator (IIROC) to ensure client assets held by a Canadian investment dealer are protected if a member firm becomes insolvent. IB Canada is a member of the CIPF which offers insurance against member default for amounts up to CAD 1,000,000. Covered assets include cash, securities and commodities and will depend on the account type:

Non-registered accounts (Cash, Margin, TFSA)

1,000,000 CAD for any combination of cash, securities and commodities under all non-registered account types.
For assets held in a joint account or under a corporation, the percentage interest is added towards the same total.

Registered account (RSP)

RSP accounts are treated as "Separate Account" and are eligible for an additional 1,000,000 CAD coverage. Additional details can be found on www.cipf.ca.

Please note, IB Canada accounts receive CIPF protection in lieu of SIPC protection.

How to use Voice callback for receiving login authentication codes

Background: 

 If you have SMS enabled as two-factor authentication method, you may use Voice callback to receive your login authentication codes. This article will provide you steps on how to select voice callback when logging in to our platforms.

 

How to use Voice callback
 
You may select Voice if you do not receive your login authentication code. You will then receive your login authentication code via an automated callback. Follow the instructions below, depending on which platform you are trying to login to.
 

 

Client Portal

1. Click on "Didn't receive a security code?"

2. From the two options, select "Voice" and wait for the callback.

3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

TWS

1. Click on "Request new Security Code"

2. From the two options, select "Voice" and click on OK. Then wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

Note: Voice callback for the TWS is only available in the LATEST and BETA version.

 

IBKR Mobile - iOS

1. Click on "Request New Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

IBKR Mobile - Android

1. Click on "Request New Security Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

References:

 

IB Key Challenge / Response method and missing notifications

In case your smartphone is unable to receive IB Key notifications, you can still complete the login process using the IB Key Challenge/Response method, described on the following pages (according to your device operating system):

The same information applies to you if your phone has no Internet connectivity (you are in roaming, out of coverage, without an active mobile data plan, etc.)

If your smartphone is unable to receive IB Key notifications despite having Internet connectivity, we recommend you to perform the steps outlined in IBKB3234.

 

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KB2879和KB2260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. 在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.在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. 在交易設備上，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. 在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.在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. 在交易設備上，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

 

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

Background: 

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

 

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

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

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

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

Android: KB2277
iOS: KB2278

 

2. Restart your phone:

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

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

 

3. Use Voice callback

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

 

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

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

In the US:

In India:

In China:

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

 

References:

 

How to 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 IBKR application, including TWS, Client Portal or WebTrader using IBKR Mobile

Android

1.  Enter your username and password into the trading platform or Client Portal 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 Client Portal 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.

 

 

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