How to opt back into the Secure Login System

Overview: 

Clients who have performed an opt-out from the Secure Login System (SLS) program expose themselves to certain risks and are therefore subject to certain restrictions (e.g. ability to trade Pink Sheet and OTCBB stocks). Considering this, along with the protection benefits afforded through a complete SLS protection, you may decide to opt back into the Secure Login System.  The following article provides the step-by-step instructions for accomplishing this.

Background: 

Please notice that in order to modify the security settings for an account, the primary user needs to login to the Client Portal. In case your user is not allowed to change the security settings, the system will show you a notice and will point you to the user which has such rights.

In order to opt back into the Secure Login System, please proceed as follows:

1. Open your browser and go to the web page ibkr.com.

2. Click on Log In > Portal Login
 
3. Enter your credentials and complete the authentication using your security device
 
4. In the left side menu, click on Settings > User Settings. Then, within the Security box, click the Configure "gear" icon next to Secure Login System1
 
5. You will see a box titled "Secure Login Settings". Within that box, click on the Configure "gear" icon. This will take you to the settings for Secure Login not required for trading.
 
6. Select the radio button next to "I want to always use my Secure Login Device when logging in" and click on Continue
 
7. You will receive a confirmation that your settings have been updated. Click on OK to finalize the procedure

 

Notes

1. If you are using the Classic version of the Client Portal, click on the top menu Manage Account, then Security >Secure Login System > SLS Opt Out. There select the radio button to Opt Back In on the line correspondent to your user.

 

References
  • See KB1131 for an overview of the Secure Login System
  • See KB1943 for instructions on requesting a replacement Digital Security Card+
  • See KB2636 for information and procedures related to Security Devices
  • See KB2481 for instructions about sharing the Security Login Device between two or more users
  • See KB975 for instructions on how to return your security device to IBKR
  • See KB2260 for instructions on activating the IB Key authentication via IBKR Mobile
  • See KB2895 for information about Multiple 2Factor System (M2FS)
  • See KB1861 for information about charges or expenses associated with the security devices
  • See KB69 for information about Temporary passcode validity

 

How to share a security device

Overview: 

IBKR allows individuals to maintain multiple user names within a single account or across distinct accounts under their control.  Individuals who do not wish to maintain multiple physical security devices may elect to consolidate and share a single device across their users. The prerequisites and the procedure for sharing devices are outlined below.

Note: Clients using the IBKR Mobile Authentication (IB Key) should not use the present device sharing procedure, since the IB Key allows multiple users to be enabled directly from the IBKR Mobile app itself (menu item: Authenticate -> Add user). 
 
Background: 

Prerequisites

The possibility of sharing a physical security device will be granted only if ALL the conditions below are respected:

a) The participant users belong either to the same entity or to different entities but with the same identification data (Date of Birth, Citizenship, Country of Legal Residence, Identification Document type and number or Social Security Number for US Citizens and residents). 

b) The participant users do NOT have a temporary security device (Temporary Code, Online Security Code Card) currently assigned to them.

c) The physical device offering the highest level of protection has to be shared. In case all the devices offer the same level of protection, whichever of them can be eligible. You can check the security level of your device in the table below:

Security level

Device name

Device image

Highest Digital Security Card+ (DSC+)
Lowest Security Code Card (SLS card)
 
 

Procedure:

1. Among the possible candidates, identify the device offering the highest level of protection and the user that device belongs to. We will call that user the device owner

2. Log in to your Client Portal page with the requesting user (NOT the device owner)

3. Click on Menu icon in the top-left then select Settings and then User Settings
 
 4. Click on the wheel (Settings) close to Secure Login System
 
5a. In case your user does not have any active device, the system will display the SLS enrollment menu. Select the item "I already have access to a Secure Login Device under a different username" and click on Continue
 
5b. In any other case, the system will display the device list. Click on Share Device to proceed further
 
6. Enter the credentials of the device owner you identified at point 1. and click on Continue.

 
7. According to the SLS Device about to be shared, the system will display a security element (either Challenge Code or Index Numbers). Operate the SLS Device and, using the security element provided by the system, generate a response code. Enter the response code in the correspondent field and click on Continue.
 
8. Once you have reviewed the correctness of the information entered, click on Continue.

 
9. The system will display the status of your request (see note a. for details). Click OK to finalize the procedure.

 

NOTES:

a. In the vast majority of cases your sharing request will be automatically and immediately approved, processed and enforced. In case the approval of our Compliance department is needed, your request will stay in a pending status until this step has been cleared.

b. Once the device sharing request has been processed, you could keep the redundant device/s in a safe place. In the future you might decide to cancel the device sharing and reactivate those devices instead. If you do not feel the need to store them, you can send them (only DSC+) back to us following the instructions contained on this page:
 

c. Here below you can see the most common error messages and their causes:

- Less secure device: This error is returned if you set up the less secure token as the one to be shared. Please identify the most secure device and share that one.

- Different identification information:
This error is returned if the identification data of the entities/individuals involved in the sharing does not match. If the users belong to different entities/individuals, please notice that the token sharing will NOT be possible by design.
If the users belong in fact to the same entity/individual, the mismatch could be due, for example, to an outdated identification document on record. In this case, you can contact our Client services to have the data rectified.

 

 References:
  • Overview of the Secure Login System: KB1131 or ibkr.com/sls 
  • Multiple Two-Factor Authentication System (M2FS): KB2895
  • How to share the Security Login Device between two or more users: KB2481
  • How to opt back into the Secure Login System: KB2545
  • Security considerations following SLS opt-out: KB1198
  • Are there any charges or expenses associated with the security devices? KB1861
  • How to troubleshoot Client Portal Login Failures: KB1132
  • How to troubleshoot Trading Platform Login Failures: KB1133

 

移動IBKR驗證概述—iOS

Overview: 

本文將介紹在iOS設備上安裝和使用移動IBKR進行驗證以及使用IB Key協議的相關問題。 有關移動IBKR驗證的一般性問題,請參見KB2260

目录

 

要求

  • 必须安装在有Touch ID(指纹识别)或Face ID(人脸识别)的iOS设备上。
  • 设备的软件必须为iOS 11.0或以上版本
  • 设备必须启用了Touch ID、Face ID锁屏密码。推荐使用Touch ID或Face ID。请参见设置Touch ID设置Face ID说明。
 返回顶部
 

安装

您可直接从App Store移动IBKR下载到您的iPhone。

Get the IB Key from the Apple Store

如何从App Store下载移动IBKR:

1. 点击iPhone上的App Store App Store icon 图标。

2. 点击右下角的搜索 图标 (放大镜) ,然后点击顶部的搜索框,输入移动IBKR 然后点击搜索

3. 找到Interactive Brokers LLC移动IBKR点击右边的获取 ,然后点击安装(图1)。

(如有弹出窗口,则输入您的Apple ID密码或按压您的指纹。)

4. 安装完成后,点击打开 以启动 移动IBKR程序 (图2)

图 1.                                                                                 图 2.
     

 

返回顶部

 

激活

应用程序在设备上安装完成后,您需要为想参加验证项目的用户名激活该程序。该操作将完全在您的手机上完成,且要求联网并能接收SMS (短信)。

  1. 在您的手机上打开移动IBKR程序:

1.a. 如果是安装后第一次打开移动IBKR,您会收到一条询问您是否允许接收IBKR通知的消息(图3),点击允许,进入第2步

1.b. 如果打开移动IBKR后显示的是登录界面,请点击左上角的服务(图4),然后进入第2步

1.c. 如果打开移动IBKR后显示的是程序主页、投资组合、自选列表或类似界面,点击右下角的更多(图5)。然后点击双因素验证(图6),再点击激活IB Key图7),进入第2步

图 3.                                                           4.
     

 5.                                                             6.                                                   7.

          

2. 点击注册双因素(图8),阅读说明然后点击继续(图9)。

图 8.                                                      图 9.

   

3. 输入您账户的用户名密码,然后点击继续

图 10.                                                        11.

       

4. 系统将自动选择您账户登记的默认手机号码。如果该号码无法接收短信(SMS),您需要从列表(如适用)中选择其它号码,或添加新号码。 要添加新的手机号码,点击添加手机号码,输入新号码1及其对应国家。 从列表中选好手机号码或添加好新的手机号码后,点击获取激活码 (图12)。

图 12.

5. 系统将发送一条带有激活码的短信激活码区域输入激活码。然后点击激活

图 13.                                                  图 14.                                                      图 15.
      

6. 系统会根据您手机的硬件功能,提示您提供或指定用于保护程序的安全要素(指纹、Face ID或PIN码2)。请提供安全要素

图 16.

     

7. 如果激活成功,您将会看到确认页面。点击完成以完成程序。

图 17.                                                     图 18.
  

移动IBKR验证激活后,您便可关闭该程序。参见下方的用Touch ID操作用Face ID操作了解如何使用移动IBKR进行验证。

注意:

  1. 您输入的电话号码必须不带国家前缀(应为123,而非1123或0123),且只需输入数字,无需添加空格或特殊字符。
  2. 恢复PIN码将被用于启用额外的使用者或在移动IBKR被卸载后重新启用该程序。恢复PIN码须包含4到6个字符(允许字母、数字和特殊字符)。更多指南请参见KB2269

返回顶部
 

用Touch ID操作

激活后,使用Touch ID进行移动IBKR验证的操作如下:


重要提示:如果在操作移动IBKR验证时没有网络连接,请参考“如果我没有收到通知怎么办?


1) 在交易平台或客户端登录界面输入您的用户名和密码,点击登录。如正确,系统将向您的iPhone发送一条通知。

图 19.
Two Factor Authentication Prompt
 

2) 检查iPhone上的通知菜单并选择移动IBKR应用程序通知。

图 20.

 

3) 选择通知将启动移动IBKR程序。将您注册过Touch ID的手指放置在Home键上。如果Touch ID尚未激活,IB Key将提示您输入锁屏密码。

图 21.                                                  22.                                                  23.
      

4) 如验证成功,系统将自动登录。

图 24.
Login proceeds after authentication 

返回顶部
 

用Face ID操作

激活后,使用Face ID进行移动IBKR验证的操作如下:
重要提示:如果在操作移动IBKR验证时没有网络连接,请参考“如果我没有收到通知怎么办?”

1) 在交易平台或客户端登录界面输入您的用户名和密码,点击登录。如正确,系统将向您的iPhone发送一条通知。

图 25.
Two Factor Authentication Prompt
 

2) 检查iPhone上的通知菜单并选择移动IBKR应用程序通知。

图 26.

 

3) 选择通知将启动移动IBKR程序。在您的iPhone上,目视屏幕以通过Face ID进行验证。如果Face ID尚未激活,IB Key将提示您输入锁屏密码。

Figure 27.                                       Figure 28.                                         Figure 29.
          

4) 如验证成功,系统将自动登录。

图 30.
Login proceeds after authentication 

返回顶部
 
 

如果我没有收到通知怎么办?

如果通知被禁用、没有网络连接或连接不稳定,则有可能无法收到通知。这种情况下,请按以下步骤进行移动IBKR验证:  

1) 点击如您未收到通知,点击此处。

图 31.

 

2) 点击后会生成一个挑战码及一个文本框,供您输入响应代码。    

图 32.

3) 在您的手机上启动移动IBKR,然后选择验证。将挑战码输入到相应的框内。

图 33.                                                               图 34.
     

4) 如果是用Touch ID,则请将录入指纹的手指放到Home键上。如果Touch ID尚未激活,移动IBKR将提示您输入锁屏密码。此时将生成一个响应字符串。如果是用Face ID,则请跳过该步骤,前往下一步。

图 35.                                                                 图 36.
     

5) 如果是用Face ID,则请目视屏幕。如果Face ID尚未激活,移动IBKR将提示您输入锁屏密码。 此时将生成一个响应字符串。

Figure 37.                                              Figure 38.
     

6) 在登录界面输入您iPhone的响应字符串,然后点击确定

图 39.

7) 如验证成功,系统将自动登录。

图 40.
Login Proceeds

 

返回顶部

 

参考:
  • KB2748:如何恢复移动IBKR验证。
  • KB3234:如何解决没收到移动IBKR通知的问题。
  • KB2745:如何为移动IBKR程序清除缓存。

 

移動IBKR驗證概述—安卓

Overview: 

本文將介紹在安卓設備上安裝和使用移動IBKR進行驗證以及使用IB Key的相關問題。 有關移動IBKR驗證的一般性問題,請參見KB2260

 

目錄

 

要求

  • 必須安裝在沒有被root的安卓手機上。
  • 設備的安卓版本必須為6.0或以上

 

安裝

您可從以下來源將移動IBKR程序直接下載到您的手機:
谷歌應用商店360手機助手百度手機助手

從谷歌應用商店下載IB Key。          從360手機助手下載IB Key。          從百度手機助手下載IB Key
 

如何通過谷歌應用商店安裝移動IBKR:

  1. 點擊安卓手機上的應用商店 谷歌應用商店圖標程序。
  2. 點擊頂部的搜索框輸入移動IBKR然後點擊搜索
  3. 找到盈透證券集團移動IBKR,然後選擇(圖1)
  4. 點擊右側的安裝(圖2)
  5. 安裝完成後,點擊打開以啟動移動IBKR程序。
  6. 圖 1.                                                                              圖 2.

     在谷歌應用商店搜索IB Key   在谷歌應用商店安裝IB Key

 

回到頂部

 

激活

應用程序在設備上安裝完成後,您需要為想參加驗證計劃的用戶名激活該程序。該操作將完全在您的手機上完成,且要求聯網並能接收SMS(短信)。

1. 在手機上打開移動IBKR應用程序:

1.a. 如果是安裝後第一次打開移動IBKR,請直接進入第2步

1.b. 如果打開移動IBKR後顯示的是登錄界面,請點擊左上角的服務(圖3),然後進入第2步

1.c. 如果打開移動IBKR後顯示的是程序主頁、投資組合、自選列表或類似界面,請點擊左上角的菜單圖標(圖4)。然後點擊雙因素驗證(圖5),再點擊激活IB Key圖6),進入第2步.

圖 3.                                                     圖 4.                                                           圖 5.

    

圖 6.

2. 點擊註冊雙因素(圖7),閱讀說明然後點擊繼續(圖8)

圖 7.                                                             圖 8.

 
 

3. 輸入您的IBKR賬戶用戶名密碼,然後點擊繼續

圖 9.


 

4. 系統將自動選擇您賬戶登記的默認手機號碼。如果該號碼無法接收短信(SMS),您需要從列表(如適用)中選擇其它號碼,或添加新號碼。 要添加新的手機號碼,點擊添加手機號碼,輸入新號碼1及其對應國家。 從列表中選好手機號碼或添加好新的手機號碼後,點擊獲取激活碼

圖 10.


5. 系統將發送一條帶有激活碼的短信激活碼區域輸入激活碼,設置一個PIN碼2然後點擊激活

圖 11.                                                            圖 12.
  
 

6. 您將會收到一條告知操作結果的消息。點擊完成以完成程序(圖13)

圖 13.                                                            圖 14.
 

經由移動IBKR的IB Key驗證激活後,您便可關閉該程序。 請參考以下操作指南瞭解如何使用移動IBKR進行驗證。

注意: 

  1. 您輸入的電話號碼必須不帶國家前綴(應為123,而不是1123或0123),且只需輸入數字,無需添加空格或特殊字符。
  2. PIN碼必須包含4到6個字符(允許字母、數字和特殊字符)。更多指南請參見KB2269
回到頂部
 

操作

激活後,您便可使用移動IBKR驗證登錄:
重要注意事項:如果在操作移動IBKR時沒有網絡連接,請參考“我沒有收到通知怎麼辦?”

1) 在交易平臺或客戶端登錄界面輸入您的IBKR賬戶用戶名和密碼,點擊登錄。如果用戶名和密碼被接受,系統將向您的手機發送一條通知。

圖 15.

雙因素驗證提示

2) 從手機屏幕頂部向下拉,檢查您的通知列表。點擊移動IBKR通知。如您未收到通知,請參見KB3234

圖 16.

安卓手機上的IB Key推送通知提示 

3) 移動IBKR程序將打開,提示您驗證指紋或輸入PIN碼(具體取決於您手機的硬件功能)。請提供相關的安全認證因素。

圖 17.                                                         圖 18.

   

4) 如果驗證成功,交易平臺或客戶端登錄程序將會自動進入下一步。

圖 19.

IB Key驗證成功,TWS繼續登錄

 
回到頂部
 

如果我沒有收到通知怎麼辦?

如果通知被禁用、沒有網絡連接或連接不穩定,則有可能無法收到通知。這種情況下,可能無法使用無縫驗證,但您仍可採用手動挑戰/響應驗證方式(如下): 

1) 在交易平臺或客戶端登錄界面,點擊“如未收到通知,請點擊此處”

圖 20.

如您未收到通知,點擊此處

2) 屏幕上會顯示挑戰碼。

圖 21.
TWS雙因素挑戰/響應

3) 在您的手機上啟動移動IBKR程序,選擇驗證(如有必要),輸入您的PIN碼以及您在上一步獲得的挑戰碼。 點擊生成通關碼。

圖 22.                                                            圖 23.
 

4) 屏幕上會顯示一條響應字符串

圖 24.

 

5) 在交易平臺或客戶端登錄界面輸入響應字符串。然後點擊確定

圖 25.
手動輸入響應字符串並點擊確定

6) 如果驗證成功,交易平臺或客戶端登錄程序將會自動進入下一步。

圖 26.
IB Key驗證成功,TWS繼續登錄

 

回到頂部

 

參考:
  • KB2748:如何恢復移動IBKR驗證。
  • KB3234:如何解決沒收到移動IBKR通知的問題
  • KB2745:如何為移動IBKR程序清除緩存。
 

 

移動IBKR驗證

 

目錄

  

簡介

IBKR高度重視您的資產和個人信息安全,並致力於採取必要措施確保您的賬戶自開立起便受到保護。 這其中非常重要的一項便是安全登錄系統(SLS),這一登錄程序採用雙因素驗證防止任何其他人訪問或使用您的賬戶,即使他們掌握了您的用戶名和密碼。一旦加入SLS,便只可通過使用兩項安全因素訪問賬戶:1) 您已知的(用戶名和密碼);2) 您已有的(實物安全設備或手機應用程序生成的隨機代碼)。

IBKR提供多種SLS設備,每種設備的技術設計對應一種資產水平(參見KB1131)。下方文章概述了移動IBKR驗證應用程序,一種可直接安裝在手機上的雙因素安全應用程序。

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優勢

可直接在手機上通過移動IBKR應用程序進行IB Key驗證,功能與安全設備一樣,因此在登錄IBKR賬戶時便無需再另行攜帶實物設備。除了具備與實物設備同樣的可靠性和便利外,這款程序可在數分鐘內完成下載與激活,因此避免了郵寄實物設備所帶來的延遲問題。此外,與實物設備不同,持有多個賬戶且用戶名各不相同的客戶完全可以從同一個移動IBKR程序訪問IB Key。更多詳情,請參見KB2879

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安裝、激活及運行

IBKR驗證目前僅可在使用安卓或iOS且可安裝移動IBKR應用程序的智能手機上使用。安裝、激活及運行說明請見下方鏈接:

安卓KB2277
iOS:KB2278

請注意:禁用或更換任何安全設備(包括移動IBKR驗證)均需滿足一定條件。該過程中如需幫助,請聯繫客戶服務。 

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常見問題解答

移動IBKR 驗證激活後,需要歸還實物設備嗎?
不需要歸還實物設備—實物設備仍將保持激活狀態,並可用作備用;如果是較高安全級別的設備(如DSC+),其還可用來發起限額更高的資金取款。更多有關設備取款限額的信息,請參見:ibkr.com/sls
 
忘記了移動IBKR的PIN碼該怎麼辦?
如果忘記了移動IBKR的PIN碼,請在手機上卸載並重新安裝移動IBKR。打開應用程序。如果系統提示您進行恢復,請選擇“否”拒絕。點擊“註冊雙因素”,再次選擇“否”拒絕進行恢復。然後根據屏幕上的說明操作,繼續進行激活。 請注意,您會需要最初用來激活移動IBKR驗證的手機號碼,因為IBKR會向該號碼發送激活短信(SMS)。
 
手機丟了該怎麼辦?
如果您丟了手機並希望禁用移動IBKR驗證應用程序,請撥打此頁面上列出的號碼聯繫客戶服務。
 
沒有收到短信確認碼該怎麼辦?
有些國家,尤其是印度提供“請勿撥打”或“請勿打擾”服務以防止電信營銷。如果您使用的是印度手機號碼或明確請求手機運營商將您從公共聯繫方式中剔除,您可能需要聯繫您的無線運營商對賬戶進行適當地設置以接收IB的短信。
請注意,上述步驟因國家和手機供應商而異。如果您對此類“請勿打擾”服務有任何疑問,請聯繫您的手機供應商。
 
沒收到IBKR無縫登錄通知該怎麼辦?
請根據KB3234中的說明操作
 
使用移動IBKR驗證作為安全設備的取款限額是多少?
使用移動IBKR驗證作為安全設備,每日取款上限20萬美元,每5個工作日上限60萬美元。
 
IB Key驗證適用於哪些賬戶?
所有賬戶都可使用IB Key驗證[1]。 
 
Pin碼設置有什麼限制?
您的Pin碼可以是字母數字,也可包含特殊字符。請點擊此處查看有關Pin碼指南的詳細信息。
 
該程序是否可同時安裝在多個設備上?
您的用戶名一次只能激活一個手機/設備。 
 
手機需要聯網才能使用程序嗎?
     ○ 移動IBKR驗證只在啟用使用者時需要聯網
     ○ 移動IBKR驗證生成通關碼無需聯網[2]
 
可以在一個移動IBKR驗證應用程序中添加多個使用者嗎?
移動IBKR驗證對於使用相同PIN碼的使用者無人數限制。
 
移動IBKR驗證支持哪些安卓和iOS版本?
您需要:
     ○ 安卓6.0及以上版本。
     ○ iOS 11.0或以上版本

 

[1] 某些特殊機構賬戶類型可能會有一定限制。
[2] 沒有有效數據連接(wifi或蜂窩數據),移動IBKR驗證將無法接收登錄通知信息,但仍能以挑戰—響應碼模式進行操作。參見KB2277(安卓)或KB2278(iOS)瞭解在兩種模式下如何使用IB Key驗證的詳細說明。
 

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IBKR Mobile Authentication Overview - iOS

Overview: 

This page covers specific points of installing and using IBKR Mobile for Authentication purposes and usign the IB Key protocol on iOS devices.  For general questions on IBKR Mobile Authentication, please refer to KB2260.

 

Table of contents

 

Requirements

  • Must be installed on an iOS device with Touch ID (fingerprint reader) or Face ID (facial recognition).
  • Device's software version must be iOS 11.0 or later.
  • Device must have either Touch ID, Face ID or Passcode enabled. Touch ID or Face ID is the recommended choice. Refer to Set up Touch ID or Set up Face ID for directions.
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Installation

You can download IBKR Mobile app on your iPhone directly from the App Store.

Get the IB Key from the Apple Store

How to download IBKR Mobile from the App Store:

1. On your iPhone tap on the App Store App Store icon icon.

2. Click on the Search icon (magnifying glass) in the lower right corner, then click in the search bar at the top, type IBKR Mobile then click Search.

3. Look for IBKR Mobile from Interactive Brokers LLC, tap on GET to the right, then tap INSTALL (Figure 1.).
(if prompted, enter your Apple ID password or provide your fingerprint.)

4. Once the installation has completed, tap on Open to launch the IBKR Mobile app (Figure 2.).

Figure 1.                                                                            Figure 2.
    

 

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Activation

Once the app is installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone, requires Internet access and the ability to receive SMS (text message).

  1. On your phone, open the IBKR Mobile app:

1.a. If you're opening IBKR Mobile for the first time since its installation, you will receive a message asking your consent for IBKR notifications (Figure 3.), tap Allow and proceed with step 2.

1.b. If when opening IBKR Mobile you land on the login screen, tap Services on the top left (Figure 4.) and proceed with step 2.

1.c. If when opening IBKR Mobile you land on your Home Page, Portfolio, Watchlists, or similar, tap More on the bottom-right (Figure 5.). Then tap Two-Factor Authentication (Figure 6.), followed by Activate IB Key (Figure 7.) and proceed with step 2.

Figure 3.                                                      Figure 4.
    

Figure 5.                                                      Figure 6.                                              Figure 7.

        

2. Tap on Register Two-Factor (Figure 8.), review the instructions and click Continue (Figure 9.).

Figure 8.                                                   Figure 9.

  

3. Enter your Account Username and Password then tap Continue.

Figure 10.                                                       Figure 11.

       

4. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone number, enter the new number1 and corresponding Country.  Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation SMS (Figure 12.).

Figure 12.

5. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field. Then tap Activate.

Figure 13.                                              Figure 14.                                                     Figure 15.
      

6. According to your phone hardware capabilities, you might be prompted to provide or define the security element used to secure the app (Fingerprint, Face ID or PIN2). Please provide the requested security element.

Figure 16.

     

7. If the activation has been successful, you will see a confirmation screen. Tap Done to finalize the procedure.

Figure 17.                                                  Figure 18.
 

Once the IBKR Mobile authentication has been activated, you can close the app. Refer to Operation with Touch ID or Operation with Face ID below on how to use IBKR Mobile for authentication.

Notes:

  1. You must enter your phone number without your country's trunk prefix (123 instead of 1123 or 0123) and only enter numbers without any spacing or special characters.
  2. The recovery PIN will be used to enable additional users or re-enable IBKR Mobile if it has been uninstalled. It must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.

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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.

Figure 19.
Two Factor Authentication Prompt
 

2) On your iPhone, check your notifications panel and select the IBKR Mobile app notification.

Figure 20.

 

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.

Figure 21.                                             Figure 22.                                             Figure 23.
     

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

Figure 24.
Login proceeds after authentication 

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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.

Figure 25.
Two Factor Authentication Prompt
 

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

Figure 26.

 

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.

Figure 27.                                       Figure 28.                                         Figure 29.
          

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

Figure 30.
Login proceeds after authentication 

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What if I don't receive the notification?

If the notification does not reach your phone, it may be because notifications are disabled, no internet access is available or you have a poor, unstable connection. In these cases operation of IBKR Mobile Authentication is as follows: 

1) Click the link Click here if you do not receive the notification.

Figure 31.

 

2) This will generate challenge code and box to enter response.    

Figure 32.

3) Launch IBKR Mobile on your Smartphone, then select Authenticate. Type the Challenge number into the corresponding box.

Figure 33.                                                            Figure 34.
    

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.

Figure 35.                                                              Figure 36.
    

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.

Figure 37.                                              Figure 38.
    

6) Enter the response from your iPhone into the log in screen and click OK

Figure 39.

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

Figure 40.
Login Proceeds

 

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References:
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.

 

IBKR Mobile Authentication Overview - Android

Overview: 

This page covers specific points of installing IBKR Mobile and using the IBKR Mobile Authentication for authentication purposes and using the IB Key protocol on Android devices.  For general questions on the IBKR Mobile Authentication, please refer to KB2260.

 

Table of contents

 

Requirements

  • Must be installed on an Android Phone that has not been rooted.
  • Device's Android Version must be 6.0 or later.

 

Installation

You can download the IBKR Mobile app on your smartphone directly from;
Google Play Store , 360 Mobile Assistant or Baidu Mobile Assistant.

Get the IB Key from the Google Play store          Download IB Key from 360 Mobile Assistance          Download IB Key from Baidu Mobile Assistant
 

How to install IBKR Mobile from the Google Play Store:

  1. On your Android phone tap on the Play Store Google Play Store App icon app.
  2. Tap on the search bar at the top, type IBKR Mobile then tap Search.
  3. Locate the app IBKR Mobile from Interactive Brokers Group, then select it (Figure 1.).
  4. Tap on Install to the right (Figure 2.).
  5. Once the installation completes, tap on Open to launch the IBKR Mobile app.

Figure 1.                                                                              Figure 2.

   Install IB Key on Google Play Store

 

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Activation

Once the app has been installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone, requires Internet access and the ability to receive SMS (text message).

1. On your phone open the IBKR Mobile app:

1.a. If you're opening IBKR Mobile for the first time since its installation, proceed to step 2.

1.b. If when opening IBKR Mobile you land on the login screen, tap Services on the top left (Figure 3.) and proceed with step 2.

1.c. If when opening IBKR Mobile you land on your Home Page, Portfolio, Watchlists, or similar, tap the Menu icon on the top-left (Figure 4.). Then tap Two-factor Authentication (Figure 5.), followed by Activate IB Key (Figure 6.) and proceed with step 2.

Figure 3.                                                   Figure 4.                                                    Figure 5.

    

Figure 6.

2. Tap Register Two-Factor (Figure 7.), review the instructions and tap Continue (Figure 8.).

Figure 7.                                                         Figure 8.
 

3. Enter your IBKR Account Username and Password then tap Continue.

Figure 9.

4. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone Number, enter the new number1 and corresponding Country.  Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation Code.

Figure 10.


5. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field, create a PIN2 then tap Activate.

Figure 11.                                                         Figure 12.
 

6. You will receive a message with the outcome of the operation. Tap Done to finalize the procedure (Figure 13.).

Figure 13.                                                         Figure 14.
 

Once IB Key Authentication via IBKR Mobile has been activated, you can close the app. Refer to Operation instructions below on how to use the IBKR Mobile for authentication.

Notes: 

  1. You must enter your phone number without your country's trunk prefix (123 instead of 1123 or 0123) and only enter numbers without any spacing or special characters.
  2. The PIN must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.
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Operation

Once activated, you can use the IBKR Mobile to authenticate your login attempt as follows:
IMPORTANT NOTE: If you do not have Internet access while operating the IBKR Mobile, please refer to the section "What if I do not receive the notification?"

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.

Figure 15.

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.

Figure 16.

IB Key Push Notification prompt on Android Phone 

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.

Figure 17.                                                    Figure 18.

   

4) If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.

Figure 19.

IB Key authenticate successful, TWS continues to login

 
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What if I do not receive the notification?

If the notification does not reach your phone, it may be because notifications are disabled, no internet access is available or you have a poor, unstable connection. 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" .

Figure 20.
Click here if you do not receive the notification

2) A Challenge code will be displayed on the screen.

Figure 21.
TWS Two Factor Challenge/Response
 

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.

Figure 22.                                                         Figure 23.
 
 

4) A Response String will be displayed.

Figure 24.

 

5) Enter the Response String into your trading platform or Client Portal login screen. Then click OK.

Figure 25.
Manually enter response string and click OK
 

6) If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.

Figure 26.
IB Key authenticate successful, TWS continues to login

 

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References:
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.
 

 

PIN Guidelines

Certain security devices used for accessing your IBKR account require the creation of a numeric or alphanumeric PIN code at the point of request or activation.

The PIN is intended as an additional layer of protection as it effectively prevents unauthorized individuals who may inadvertently come into possession of your device from operating it. It’s therefore important to select a PIN which you can easily remember, yet which is difficult for others to guess.

Outlined below are a series of guidelines or best practices to be taken into consideration when creating your PIN:

  • Do not use your own date of birth
  • Do not use the date of birth of your children or any other immediate family member
  • Do not use parts of your personal or business address, such as street name and number, ZIP and/or Postal Code
  • Do not use any part of your Citizen ID (such as SSN or ID document number)
  • Do not use phone numbers


For the non-numeric part of the PIN, avoid using:

  • Your, your family's or relatives initials, the name of your city or of sports teams
  • Your, your family's or relatives first and/or last names

 

We recommend including lower and upper case letters and numbers.

A common way to construct a memorable PIN that corresponds to those requirements is to construct a sentence and then use the first letters of its words.

 


 

IBKR Mobile Authentication

 

Table of contents

  

Introduction

The security of your assets and personal information is of utmost concern to IBKR and we are committed to taking the steps necessary to make certain that you are protected from the moment you open your account.  A key component of protection is the Secure Login System (SLS), a login process which relies upon Two-Factor Authentication to prevent anyone from accessing or using your account, even if they know your User Name and password. Once SLS enrolled, your account can only be accessed through use of 2 security factors: 1) something you know (entry of your User Name and password combination); and 2) something you have (entry of a random code generated from a physical security device or Smartphone application).

IBKR offers a variety of SLS devices, with the technical design of each corresponding to the level of assets maintained (see KB1131). The following article provides an overview of the IBKR Mobile Authentication app, a Two-Factor security application which can be installed directly onto your Smartphone.

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Benefits

IB Key Authentication is available on your Smartphone via our IBKR Mobile app and can function as a security device, thereby eliminating the need to carry a separate physical device when logging into your IBKR account. In addition to the convenience of using a device which is trusted and routinely accessible, this app can be downloaded and activated in minutes, thereby eliminating the delays associated with the mailing of physical devices. Moreover, unlike in the case of physical devices, clients maintaining multiple accounts with distinct User Names may access IB Key all from the same IBKR Mobile app. Please refer to KB2879 for more details.

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Installation, Activation, and Operation

IBKR Authentication is currently supported on smartphones that use either Android or iOS operating system and can install IBKR Mobile. Installation, activation, and operating instructions can be found at the following links:

Android: KB2277
iOS: KB2278

PLEASE NOTE: Disabling and replacing any security device, including IBKR Mobile Authentication, is subject to conditions. Please contact Client Services for assistance in this process. 

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FAQ

Should I return my physical device after activating IBKR Mobile Authentication?
No need to return your physical device – it remains active and can be used as backup, or in the case of a higher security level device such as the DSC+, it can be used to initiate funds withdrawals with a higher limit. More on device withdrawal limits can found at: ibkr.com/sls
 
I lost my IBKR Mobile PIN. What do I do?
If you have forgotten your IBKR Mobile PIN, please uninstall and reinstall the IBKR Mobile app on your smartphone. Launch the app. When you are prompted to perform the recovery, reject by answering "No". Tap on "Register Two-Factor", reject again the recovery by answering "No". Then proceed with the activation, following the on-screen instructions. Please notice you would need to have access to the mobile phone number you originally used for the IBKR Mobile Authentication activation, since IBKR will send the Activation SMS to that number.
 
I lost my phone. What do I do?
If you have lost your phone and require that the IBKR Mobile Authentication app be disabled, please contact Client Services at one of the numbers found here.
 
I am not receiving the SMS confirmation code. What do I do?
Some countries, most notably India, provide national "Do Not Call" or "Do Not Disturb" services to prevent telemarketing to mobile numbers. If you have an Indian phone number, or have explicitly requested your phone carrier to exclude you from public lists, you might need to contact your wireless carrier, and ask them for your account to be configured appropriately in order to receive SMS messages from Interactive Brokers.
Please note that the required steps will vary by country and mobile phone provider. It is best to contact your mobile phone provider if you have any questions regarding such "Do Not Disturb" services.
 
I am not receiving the IBKR Seamless login notifications. What do I do?
Please follow the instructions on KB3234
 
How much money can I withdraw using the IBKR Mobile Authentication as a security device?
IBKR Mobile Authentication as a security device allows you to withdraw 200K USD per day and 600K USD in 5 Business Days.
 
To what accounts is the IB Key Authentication available?
IB Key Authentication is supported for all accounts[1]
 
Are there any limits on the PIN code I can use?
Your PIN can be alphanumeric and can contain special characters. Please click here for details on PIN guidelines.
 
Can I install the application on multiple devices at the same time?
Only ONE phone/device can be active at a time for use with your username. 
 
Does my phone need an Internet connection for the app to work?
     ○ IBKR Mobile Authentication requires an Internet connection ONLY during the Enable User process
     ○ IBKR Mobile Authentication does NOT require an Internet connection in order to generate a passcode[2]
 
Can I add additional users to the same IBKR Mobile Authentication app?
IBKR Mobile Authentication supports an unlimited number of additional users with the same PIN.
 
What version of Android and iOS does the IBKR Mobile Authentication support?
You need:
     ○ Android version 6.0 or higher.
     ○ iOS version 11.0 or higher.

 

[1] Restrictions for some specialized Institutional Account types may apply.
[2] Without a working data connection (WiFi or cellular), IBKR Mobile Authentication will not receive the login notification message but can still be operated in Challenge-Response mode. Refer to KB2277 (Android) or KB2278 (iOS) for detailed instructions on how to use IB Key Authentication in both available modes.
 

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Welcome to Interactive Brokers

Overview: 

Now that your account is funded and approved you can start trading. The information below will help you getting
started as a new customer of Interactive Brokers.

  1. Your Money
  2. Configure your account to trade
  3. How to trade
  4. Trade all over the World
  5. Five points to enrich your IB experience

 

1. Your Money
Deposits & Withdrawals General Info. All transactions are administered through your secure Account Management
Deposits
First, you create a deposit notification through your Account Management > Funding > Fund Transfers > Transaction Type: “Deposit” How to create a deposit notification. The second step is to instruct your Bank to do the wire transfer with the bank details provided in your Deposit Notification.
Withdrawals
Create a withdrawal instruction via your secure Account Management > Funding > Fund Transfers > Transaction Type: "Withdrawals" How to create a withdrawal instruction
If you instruct a withdrawal over the Withdrawal limits, it will be considered an exceptional withdrawal and we will therefore need to match bank account holder and IB account. If destination bank account has been used for a deposit, withdrawal will be processed; otherwise, you must contact customer service and provide the documents needed.
Troubleshooting
Deposits: My bank sent the money but I do not see it credited into my IB account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) A Deposit Notification is missing. You have to create it via your Account Management and send a ticket to Customer Service
c) Amending details are missing. Your name or IB account number is missing in the transfer details. You have to contact your bank and ask for the full amending details.
d) ACH initiated by IB is limited to 100k USD in a 7 business period. If you opened a Portfolio Margin account where the initial requirement is 110k, a wire deposit might be the better deposit option to reduce wait time for your first trade. If selecting ACH a wait time of almost 2 weeks or a temporary downgrade to RegT can be possible solutions.
Withdrawals: I have requested a withdrawal but I do not see the money credited to my bank account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) Rejected. Over the max it can be withdrawn. Please check your account cash balance. Note that for regulatory requirements, when the funds are deposited, there is a 3 day holding period before they can be withdrawn.
c) Your bank returned the funds. Probably because receiving bank account and remitting bank account names do not match.

 

2. Configure your account to trade
Difference between Cash and Margin accounts: If you have chosen the FastTrack application, by default your account type is a cash account with US stock permission. If you would like to get leverage and trade on margin, here how to upgrade to a RegT Margin account
Trading Permissions
In order to be able to trade a particular asset class in a particular country, you need to get the trading permission for it via your Account Management. Please note that trading permissions are free. You might however be asked to sign risk
disclosures required by local regulatory authorities. How to Request Trading Permissions
Market Data
If you want to have market data in real-time for a particular product/exchange, you need to subscribe to a market data package charged by the exchange. How to subscribe to Market data
The Market data assistant will help you choose the right package. Please watch this Video explaining how it works.
Customers have the option to receive delayed market data for free by clicking the Free Delayed Data button from a non-subscribed ticker row.
Advisor Accounts
Have a look at the user guide getting started as advisors. Here you see how to create additional users to your advisor account and grant them access and much more.

 

3. How to trade
The Trader's University is the place to go when you want to learn how to use our Platforms. Here you will find our webinars, live and recorded in 10 languages and tours and documentation about our various Trading Platforms.
Trader Workstation (TWS)
Traders who require more sophisticated trading tools can use our market maker-designed Trader Workstation (TWS), which optimizes your trading speed and efficiency with an easy-to-use spreadsheet interface, support for more than 60 order types, task-specific trading tools for all trading styles, and real-time account balance and activity monitoring. Try the two models
TWS Mosaic: for intuitive usability, easy trading access, order management, watchlist, charts all in one window or
TWS Classic: the Advanced Order Management for traders who need more advanced tools and algos.
General Description and Information / Quick start guide / Usersguide
Interactive Tours: TWS Basics / TWS configuration / TWS Mosaic
How to place a trade:  Video Classic TWS / Video Mosaic
Trading tools: General Description and InformationUsers guide
Requirements: How to install Java for WindowsHow to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWSDownload TWS
WebTrader
Traders who prefer a clean and simple interface can use our HTML-based WebTrader, which makes it easy to view market data, submit orders, and monitor your account and executions. Use the latest WebTrader from every browser
Quick Start Guide / WebTrader User's Guide
Introduction: Video WebTrader
How to place a Trade: Video WebTrader
Login WebTrader
MobileTrader
Our mobile solutions allow you to trade your IB account on the go. The mobileTWS for iOS and the mobileTWS for BlackBerry are custom-designed for these popular models, while the generic MobileTrader supports most other Smart phones.
General Description and Information
Order Types Order Types available and Description / Videos / Tour / Users guide
Paper Trading General Description and Information / How to get a Paper Trading Account
Once your paper account is created, you can share the market data of your real account with your paper trading account: Account Management > Manage Account > Settings > Paper trading

 
4. Trade all over the World
IB accounts are multi-currency accounts. Your account can hold different currencies at the same time, this allows you to trade multiple products around the world from a single account.
Base Currency
Your base currency determines the currency of translation for your statements and the currency used for determining margin requirements. Base currency is determined when you open an account. Customers may change their base currency at any time through Account Management.
We do not automatically convert currencies into your Base currency
Currency conversions must be done manually by the customer. In this video you can learn how to do a currency conversion.
In order to open a position denominated in a currency that you do not have in your account, you have two possibilities:
A) Currency conversion.
B) IB Margin Loan. (Not available for Cash Accounts)
Please see this course explaining the mechanics of a foreign transaction.

 

5. Five points to enrich your IB experience
1. Contract Search
Here you will find all our products, symbols and specifications.
2. IB Knowledge Base
The Knowledge Base is a repository of glossary terms, how-to articles, troubleshooting tips and guidelines designed to assist IB customers with the management of their IB accounts. Just enter in the search button what you are looking for and you will get the answer.
3. Account Management
As our trading platforms give you access to the markets, the Account Management grants you access to your IB account. Use Account Management to manage account-related tasks such as depositing or withdrawing funds, viewing your statements, modifying market data and news subscriptions, changing your trading permissions, and verifying or changing your personal information.
Log In Account Management / AM Quick Start Guide / AM Users Guide
4. Secure Login System
To provide you with the highest level of online security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to two-factor authentication. Two-factor authentication serves to confirm your identity at the point of login using two security factors: 1) Something you know (your username and password combination); and 2) Something you have (an IB issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
How to Activate your Security Device / How to Obtain a Security Code Card / How to return Security device
In case you forgot your password or lost your security code card, please call us for immediate assistance.
5. Statements and Reports
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account. How to view an Activity Statement 

 

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