在IBKR,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,將在用戶名和密碼後輸入)。 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。
儘管IBKR提供多種雙因素選擇,但移動IBKR驗證被普遍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IBKR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,IBKR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:
程序下載後幾分鐘內,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:
登錄交易平臺或客戶端時,您只需輸入用戶名和密碼 - IBKR會向您發送通知,您再通過IB Key協議用生物特徵識別或PIN碼(具體取決於您的配置)完成驗證。
6. 允許多個使用者用同一個應用程序進行驗證:
如果您個人的IBKR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,那麼知道所有這些使用者(還可以有更多)現在都可以用同一個應用程序,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。安卓手機用戶可從穀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。儘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並激活了IB Key驗證後,您便可讓IBKR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佔用系統資源。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。
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。
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:
參考:
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。
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:
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:
References:
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.
Once you have reviewed the above requirements, please click one of the below links, according to the operating system of your secondary smartphone
References:
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.
SMS(短信)作為一種雙因素驗證方式,可快速簡便地執行驗證任務。本文將向您說明如何設置手機號碼通過短信接收驗證碼。
要啟用短信雙因素驗證,您需要有一個經驗證的手機號碼。如您在申請賬戶時未驗證過您的手機號碼,您可隨時通過以下步驟完成驗證:
一旦啟用短信作為雙因素驗證方式,您便可按以下方法進行使用:
Securely log in to any IBKR application, including TWS, Client Portal or WebTrader using IBKR Mobile
1. Enter your IBKR Account credentials into your trading platform or Client Portal login screen and click Login. If your credentials have been accepted, a notification will be sent to your phone.
2. On your phone, swipe down from the top and check your notification drawer. Tap on the IBKR Mobile notification. If you have not received the notification, please refer to KB3234.
3. The IBKR Mobile app will open, prompting you for your fingerprint or your PIN, according to the hardware capabilities of your phone. Please provide the requested security element.
4. If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.
What if I do not receive the notification?
If notifications are disabled, no internet access is available or if you have a poor, unstable connection, the notifications may not reach your phone. In these cases the seamless authentication may not be available but you can still use the manual Challenge/Response authentication method as described below:
1. On your trading platform or Client Portal login screen, click the link "Click here if you do not receive the notification".
2. A Challenge code will be displayed on the screen.
3. Launch the IBKR Mobile app on your Smartphone, select Authenticate (if necessary), enter your PIN and the Challenge code you obtained in the previous step. Tap Generate Passcode.
4. A Response String will be displayed.
5. Enter the Response String into your trading platform or Client Portal login screen. Then click OK.
6. If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.
Operation with Touch ID
Once activated, operation of IBKR Mobile Authentication using Touch ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"
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 iPhone.
2. On your iPhone, check your notifications panel and select the IBKR Mobile app notification
3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, place your finger that was registered for Touch ID on the Home Button. If the Touch ID has not been activated, IB Key will prompt you to enter the Passcode.
4. If authentication succeeds, the log in will now automatically proceed.
Operation with Face ID
Once activated, operation of IBKR Mobile Authentication using Face ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"
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 iPhone.
2. On your iPhone, check your notifications panel and select the IBKR Mobile app notification
3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, look at the screen to authenticate via Face ID. If Face ID has not been activated, IB Key will prompt you to enter the Passcode.
4. If authentication succeeds, the log in will now automatically proceed.
What if I don't receive the notification?
If notifications are disabled, no internet access is available or if you have a poor, unstable connection it is possible the notification may not arrive. In these cases operation of IBKR Mobile Authentication is as follows:
1. Click the link Click here if you do not receive the notification.
2. This will generate challenge code and box to enter response.
3. Launch IBKR Mobile on your Smartphone, then select Authenticate. Type the Challenge number into the corresponding box.
4. If you use Touch ID, place your finger that was registered on the Home Button. If the Touch ID has not been activated, IBKR Mobile will prompt you to enter the Passcode. A response string will be generated. If you use Face ID, skip this step and go to the next one.
5. If you use Face ID, look at the screen to authenticate via Face ID. If Face ID has not been activated, IB Key will prompt you to enter the Passcode. A response string will be generated.
6. Enter the response from your iPhone into the log in screen and click OK.
7. If authentication succeeds, the log in will now automatically proceed.
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.
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.
Please note that menu items labels and positions may vary according to your device vendor and software version.
1. The Apps & notifications item may be called Sound & notification on certain devices
In this article we explain what notifications are, how they are used within the IB Key authentication process and which troubleshooting actions you can perform in case you do not receive them on your smartphone.
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 messages to quickly and effectively attract the users attention, even if currently not engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.
The IBKR Mobile application uses notifications:
In the second case, the user is invited to tap on the notification - this will automatically open the IBKR Mobile app, through which the authentication process needs to be completed.
In order to receive the IBKR Mobile notifications the following requirements have to be met:
If you meet the prerequisites but are still not receiving IBKR Mobile push notifications, please check the instructions below.
Click here if you want to skip those instructions and jump directly to the next item - point 6.
Note: The position and name of the items may vary according to the Android device vendor and software version.
a. On ibkr.com click on LOG IN --> PORTAL LOGIN
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 digit 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 Client Portal 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 Client Portal.
i. Logout from the Client Portal and try to log in again. This time you should receive the notification on your mobile device.
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):