盈透證券建議您定期更改PIN碼以增強安全保障。
注:如果不知道當前的PIN碼,您需要直接致電盈透證券客服進行重置。客服電話請見:ibkr.com/support
此文按安全設備類型詳述了更改設備PIN碼的具體程序:
DSC+的PIN碼需從客戶端進行更改,步驟如下:
打開移動IBKR程序。
PIN碼更改成功後,您便可關閉移動IBKR程序,使用新的PIN碼登錄客戶端或交易平臺。
IBKR致力於保護您的賬戶和賬戶資產,防止欺詐行爲。安全登錄系統則為您的賬戶提供了額外一層安全保障。出於安全考慮,所有替換安全設備申請都必須通過電話咨詢并且只能在賬戶持有人或被授權使用者的身份經過本人口頭核驗后才能處理。需要立即登錄賬戶和更換安全設備的客戶,請指點IBKR客戶服務恢復登錄。
IBKR允許個人在單個賬戶或其名下多個賬戶內使用多個不同的用戶名。不想持有多個實物安全設備的個人可以選擇將名下賬戶多個使用者合併、共享一個設備。下方列出了共享設備的要求和操作步驟。
只有滿足下列所有條件才能共享實物安全設備:
a) 參與使用者屬�同一實體;或雖屬�不同實體但身份信息相同(出生日期、國籍、法定居住國家、身份文件類型與號碼、美國公民和居民的社會安全號碼)。
b) 參與使用者當前沒有臨時安全設備(臨時碼、在線安全代碼卡)。
安全等級 |
設備名稱 |
設備圖像 |
最高 | 數碼安全卡+(DSC+) | |
最低 | 安全代碼卡(SLS卡) |
1. 確定保護等級最高的設備和設備所屬的使用者。我們稱該等使用者為設備所有者
2. 用提出請求的使用者(不是設備所有者)登錄客戶端
a. 大多數情況下,您的共享請求都會自動立即獲批、處理並實施。如果需要您的合規部門批准,在批准完成前,請求會保持待定狀態。
c. 下方為最常見的錯誤信息及其原因:
- 設備安全等級低:如果請求共享的設備安全等級相對更低,便會出現此錯誤提示。請選擇安全等級最高的設備進行共享。
對於加入安全登錄系統的客戶,如果其安全設備找不到、遺失或損壞,IBKR會提供臨時密碼。客戶可在2天內使用此臨時密碼訪問客戶端和交易平臺。2天后,臨時密碼便不再能用於訪問交易平臺,但仍可在8天內供客戶訪問客戶端。但客戶端的訪問權限僅限於打印或保存在線安全代碼卡。
而在線安全代碼卡則有21天有效期,可以讓賬戶持有人有時間找出設備,或者如果是設備遺失或損壞導致需要更換也可在收到更換設備前繼續訪問賬戶。沒有實物安全設備又無法使用臨時密碼或在線安全代碼卡登錄的賬戶持有人要訪問賬戶需聯繫客戶服務(ibkr.com/support)。
恢復賬戶永久性訪問的最快辦法是安裝並激活採用IB Key的移動IBKR程序。有關此智能手機程序激活的詳細信息,請參見此處。
重要通知
根據政策,IBKR將不再為賬戶連續提供臨時密碼,而是會通過實物安全設備將賬戶保護提高至最安全等級。
本頁面詳細闡述了什麼是多重雙因素系統(M2FS)以及其如何使用。有關安全登錄系統的一般問題,請參見KB1131。
M2FS可允許客戶同時持有多個活躍的安全設備。您無需再在實物安全設備和移動IBKR程序之間做選擇,現在兩者可交替使用。如果您已有一個活躍的安全設備,再激活其它安全設備後,兩個設備都將同時保持活躍。
當前使用的是安全代碼卡/數碼安全卡+:如果當前使用的是實物安全設備,則您可下載並激活移動IBKR程序。請參見Android和iOS的相關說明。
當前使用的是移動IBKR程序:如果當前使用的是移動IBKR程序並且賬戶餘額不低於50萬美元,則您可以申請數碼安全卡+。您可登錄客戶端,按此處的說明操作申請數碼安全卡+。
同時啟用實物設備和移動IBKR程序後,一經登錄您便可看到M2FS下拉菜單。現在您便可選擇想要用於驗證的設備,步驟如下:
1. 在交易平臺或客戶端的登錄界面輸入用戶名和密碼,然後點擊登錄。如果登錄信息被接受,界面會出現一個下拉框,供您選擇雙因素驗證設備。如果登錄的是TWS,請注意,從版本966開始可支持M2FS。
TWS:
客戶端:
2. 選擇好安全設備後,您便會看到相應的驗證界面。請參見下方對應說明:
- IB Key(iOS版移動IBKR)
- IB Key(Android版移動IBKR)
- 安全代碼卡
- 數碼安全卡+
3. 如果驗證成功,登錄會自動繼續。
用於驗證取款的設備將決定您的取款限額,詳情見下表:
用於驗證取款的安全設備 |
單日最高取款限額 |
5個工作日內最高取款限額 |
安全代碼卡1 | 200,000美元 | 600,000美元 |
移動IBKR程序 | 1,000,000美元 | 1,000,000美元 |
數碼安全卡1 | 1,000,000美元 | 1,500,000美元 |
數碼安全卡+ | 不限 | 不限 |
金卡1 | 不限 | 不限 |
鉑金卡1 | 不限 | 不限 |
1: 不再發行的舊版設備。
舉例:您同時啟用了移動IBKR程序和數碼安全卡+,現在需要取款超過20萬美元。您可隨便選擇一種設備進行驗證登錄客戶端,但必須使用數碼安全卡+來確認取款請求。
M2FS使IBKR的安全登錄系統變得更加靈活,其可允許您自行選擇想要進行驗證的設備。使用日常可及的設備不僅能為您帶來便利,在需要快速下單時其也可以避免發生延遲。
IBKR goes to great lengths to keep client accounts secure. This document provides recommendations to safely operate and maintain your trading operations with Interactive Brokers.
使用IBKR的數碼安全卡+安全地登錄任何IBKR程序,包括TWS、客戶端或網絡交易者(WebTrader)。
注:安全卡上的按鈕并非觸摸式感應,需要按壓操作。
1. 登錄賬戶時,像往常一樣輸入用戶名和密碼(圖1第1點)。如果用戶名和密碼正確,則會出現一個6位數挑戰碼(圖1第2點)。
圖1.
2. 拿出您的設備,按住“press”按鈕直至出現“PIN>”(圖2),輸入您在請求設備時設置的4位數PIN碼,然后按“OK”按鈕(圖3)。
圖2. 圖3.
3. 設備上出現“CHALLNG>”時(圖4),輸入登錄界面上給出的6位數挑戰碼(第1步),然后按“OK”按鈕(圖5)。
圖4. 圖5.
4. 此時會出現響應碼(圖6)
圖6.
5. 在登錄界面輸入8位數響應碼(圖7)。點擊登錄按鈕繼續登錄。如果時間太長響應碼過期,從上方第1步重新開始。
圖7.
注:安全代碼部分的顯示可能會因您登錄程序的不衕而有所不衕。
This page covers the steps required to add a user to the Authentication section in the IBKR Mobile app for iOS devices.
1. On your iOS device, open the IBKR Mobile app.
1.a. If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2.
1.b. If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the bottom-right corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3.
Figure 1. Figure 2. Figure 3.
Figure 4.
2. Tap on Authenticate (Figure 5) and then on Add User (Figure 6).
Figure 5. Figure 6.
3. Read the instructions and then tap on Continue (Figure 7).
Figure 7.
3. Enter your Username and Password, and then tap on Continue (Figure 8).
Figure 8.
4. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 9). Enter this Authentication Code in the Activation Code field and tap on Activate (Figure 10).
Figure 9. Figure 10.
5. Depending on your smartphone's security settings, you will be asked to use your Passcode, Touch ID, or Face ID (Figure 11).
Figure 11.
6. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 12).
Figure 12.
This page covers the steps required to add a user to the Authentication section in the IBKR Mobile app for Android devices.
1. On your Android device, open the IBKR Mobile app.
1.a. If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2.
1.b. If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the top-left corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3.
Figure 1. Figure 2. Figure 3.
Figure 4.
2. Tap on Authenticate (Figure 5) and then on Add User (Figure 6).
Figure 5. Figure 6.
3. Read the instructions and then tap on Continue (Figure 7).
Figure 7.
4. Enter your Username and Password, then tap on Continue (Figure 8).
Figure 8.
5. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 9). Enter this Authentication Code in the Activation Code field and tap on Send (Figure 10).
Figure 9. Figure 10.
6. Provide your PIN then tap on Activate (Figure 11).
Figure 11.
7. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 12).
Figure 12.
Some tasks in Client Portal will ask you to verify your identity by using the Challenge Code/Response String method in order to proceed further.
This article will guide you in completing these tasks with the following Secure Login Devices:
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1. When you initiate a task that requires a verification, you will be prompted to enter Username and Password. Fill out the information and click on Continue (Figure 1).
Figure 1.
2. A Challenge Code will be displayed, along with a passcode field to enter a response (Figure 2). You will enter this Challenge Code onto your phone.
Figure 2.
3. Launch IBKR Mobile on your iOS smartphone, and...
3.a. If the app opens with the home screen (Figure 3), select Authenticate then proceed with step 4.
3.b. If the app opens with the login screen (Figure 4), tap Services on the top left (red arrow), select Authenticate (Figure 3) and proceed with step 4.
3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 5), tap More on the bottom-right (red arrow). Then tap Two-Factor Authentication (Figure 6), tap Generate Code (Figure 7) and proceed with step 4.
Figure 3. Figure 4.
Figure 5. Figure 6. Figure 7.
4. Type the Challenge Code from Client Portal (see step 2.) into the corresponding field and select Generate Passcode (Figure 8).
Figure 8.
5. Use Touch ID or Face ID for two-factor authentication.
If Touch ID has not been activated, IB Key will prompt you to enter your smartphone's passcode. A response string will then be generated (Figure 9).
5.1 If you use Touch ID, place your registered finger on the Home Button (Figure 9). A response string will then be generated (Figure 10).
Figure 9. Figure 10.
5.2 If you use Face ID, look at your iOS smartphone screen (Figure 11). A response string will then be generated (Figure 12).
Figure 11. Figure 12.
6. Enter the response string from IB Key into the passcode field of Client Portal and click Continue (Figure 13).
Figure 13.
1. When you initiate a task that requires a verification, you will be prompted to enter Username and Password. Fill out the information and click on Continue (Figure 1A).
Figure 1A.
2. A Challenge Code will be displayed, along with a passcode field to enter a response (Figure 2A). You will enter this Challenge Code onto your phone.
Figure 2A.
3. Launch IBKR Mobile on your Android smartphone, and...
3.a. If the app opens with the home screen (Figure 3A), select Authenticate then proceed with step 4.
3.b. If the app opens with the login screen (Figure 4A), tap Services on the top left (red arrow), select Authenticate (Figure 3A) and proceed with step 4.
3.c. If the app opens with your Home Page, Portfolio, Watchlists, or similar (Figure 5A), tap More on the bottom-right (red arrow). Then tap Two-Factor Authentication (Figure 6A), followed by Generate Response (Figure 7A), and proceed with step 4.
Figure 3A. Figure 4A.
Figure 5A. Figure 6A. Figure 7A.
4. Type the PIN that you determined during the IB Key registration process and the Challenge Code from Client Portal into the corresponding fields, then select Generate Passcode. A response string will then be generated (Figure 8A).
Figure 8A.
5. Enter the response string from IB Key into the passcode field of Client Portal and click Continue (Figure 9A).
Figure 9A.
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1. When you initiate a task that requires a verification, you will be prompted to enter Username and Password. Fill out the information and click on Continue (Figure 1B).
Figure 1B.
2. A Challenge Code will be displayed, along with a passcode field to enter a response (Figure 2B). You will enter this Challenge Code onto your DSC+.
Figure 2B.
3. Turn on your DSC+ using the “press” button until 'PIN>' is displayed (Figure 3B). Enter the 4-digit PIN code you specified at the time you requested the device, then confirm with the “OK” button (Figure 4B).
Figure 3B. Figure 4B.
4. When 'CHALLNG>' is displayed (Figure 5B), enter the 6-digit Challenge Code from the Client Portal screen into the DSC+, then confirm with the "OK" button (Figure 6B).
Figure 5B. Figure 6B.
5. A response code will appear (Figure 7B).
Figure 7B.
6. Enter the response string from your DSC+ into the passcode field of Client Portal and click Continue (Figure 8B).
Figure 8B.