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如何啟用和使用SMS作為雙因素驗證方式

Overview: 

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。

 

如何啟用短信驗證

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：

  • 登錄客戶端。
  • 在側邊欄菜單中，依次點擊設置 和使用者設置。點擊手機號碼對應的配置齒輪圖標。

  • 點擊驗證
  • 打開您手機的短信，您將看到我們發送給您的帶有確認碼的短信。
    注意：短信發送時間有長有短，在某些情況下可能需要幾分鐘。需等待2分鐘之後才能請求重發短信。
     
  • 在確認碼區域輸入您收到的確認碼，然後點擊繼續。
     
  • 如果確認碼被接受，則“已短信驗證”欄會出現一個綠色的勾。點擊繼續完成操作。
  • 如您的使用者沒有活躍的SLS設備，系統將自動啟用短信作為雙因素驗證方式。

    回到頂部


 

如何使用短信驗證登錄

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：

  • 啟動TWS或打開客戶端
  • 在相應區域輸入用戶名和密碼，點擊登錄
      
  • 系統會提示您輸入通過短信發送給您的驗證碼。請打開您手機的短信應，找到含有驗證碼的短信。

  • 在登錄頁面的安全代碼區域輸入驗證碼，然後點擊登錄或確定
      


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Secure Login with IBKR Mobile - FAQ

Overview: 

Securely log in to any IBKR application, including TWS, Client Portal or WebTrader using IBKR Mobile

Select the scenario below that best describes your issue:

 

I received the push notification on my smartphone. What is the next step?

  • Please click on the link applicable to your smartphone Operating System:

I did not receive the push notification on my phone. How can I login?

  • Please click on the link applicable to your smartphone Operating System:

I have a new smartphone. How do I activate the IBKR Mobile Authentication (IB Key) on this new phone?

 

My IBKR Mobile Authentication (IB Key) is activated on a different smartphone. How can I login?

 

I have reinstalled the IBKR Mobile app on the same smartphone. How can I activate IBKR Mobile Authentication (IB Key) again?

 

I'm unable to receive push notifications on my phone. How do I enable these notifications?

 

 

Android

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 Authentication (IB Key) 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.

 

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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.


 

 

iPhone

 

Operation with Touch ID

Once activated, operation of IBKR Mobile Authentication (IB Key) using Touch ID is as follows:

IMPORTANT NOTE: If you do not have Internet access while operating the IBKR Mobile app, 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 Authentication (IB Key). 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.

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Operation with Face ID

Once activated, operation of IBKR Mobile Authentication (IB Key) using Face ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating the IBKR Mobile app, 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 Authentication (IB Key). 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.

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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 the IBKR Mobile app 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, the IBKR Mobile Authentication (IB Key) 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.

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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.

Background: 

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 if you do not receive them on your smartphone.

 

 

Table of contents:

 

What is a notification?

A push notification is a brief message sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those messages to quickly and effectively attract the user's attention, even if they are 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.

 

 

How does the IBKR Mobile app use notifications?

The IBKR Mobile application uses notifications:

  • to deliver alerts and other information
  • for the needs of the two-factor authentication (IB Key)

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.

 

What are the prerequisites for receiving IBKR Mobile notifications?

To receive the IBKR Mobile notifications, the following requirements have to be met:

  • The IBKR Mobile app must be installed and activated on your device. For details, please see KB2260.
  • Your device must be connected to the Internet (through Wi-Fi or mobile phone/wireless carrier networks, such as EDGE / 3G / 4G / LTE). If you are located in China, please check additionally Note A. on this topic.

 

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

If you meet the prerequisites but are still not receiving IBKR Mobile push notifications, please check the instructions below.

1. "Seamless Notification" must be enabled in your Client Portal
Once you log in to Client Portal, click the User menu (head and shoulders icon in the top right corner) followed by Settings. Under the section User Settings, located on the right side, click Secure Login System. Within the box Secure Login Settings, located on the right side, verify that the Seamless Authentication switch is set to Enabled (Figure 1). If this is not the case, click on the wheel (Configure) next to Seamless Authentication, activate and Save the setting.
Figure 1
 
2. Open and review the list of all your Notifications
Certain device configurations may cause the notifications to hide quickly or not to be shown when the device screen is locked, or there might be other notifications that have hidden the IBKR Mobile notification. 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.
 
3. Check whether your phone is currently in "Airplane," "Flight," or "Do not Disturb" mode
The "Airplane"(sometimes called "Flight") mode is designed to deactivate some or all wireless communication hardware in your device to comply with certain requirements of air travel.
The "Do not disturb" mode is used to manage calls, alerts and notifications and how they are announced to the device owner. Usually, when this mode is active, a half-moon or a stop-sign icon is displayed at the top of your screen.
The easiest way to disable those modes is from the quick settings panel, which can be opened by swiping the finger down from the top of your screen on your device (Figures 2, 3).
Figure 2                                                                            Figure 3
    
Note: On Android devices, the position and name of the items may vary according to the device vendor and software version.
 
4. If a "Focus Mode" is active on your phone, make sure that IBKR Mobile app and its notifications are not silenced
This function can silence notifications from specific apps and can also prevent apps from being used while a certain focus mode is active. You can check the settings currently in use on your smartphone as follows:

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

Apple iOS

From your phone Settings app, select Focus (Figure 4). You will see the available modes (e.g. Do Not Disturb, Personal, Sleep, Work) listed (Figure 5). Tap on the first one and, under the section Allowed Notifications, tap on Apps (Figure 6). In case the IBKR Mobile app is not present, add it to the list. If needed, repeat this operation for the other focus patterns.
Figure 4                                         Figure 5                                     Figure 6

 

Android

From your phone Settings app, select Digital Wellbeing & parental controls (Figure 7) and then Focus mode (Figure 8). If the IBKR Mobile app appears under Your Distracting Apps, please deactivate the correspondent checkbox (Figure 9) in order to remove it.
Figure 7                                        Figure 8                                        Figure 9
 
5. 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. Step-by-step instructions on how to enable those are available in KB3236.
 
6. Confirm that the power saving mode of the phone is not preventing notifications
Smartphones have a special low-power consumption mode to provide users with a longer battery life whenever needed. That is achieved 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:

Click here if you want to skip those instructions and jump directly to the next item - point 7.

Apple iOS

If the Power Saving Mode is on, the battery indicator on the top right of your device will show the charge level in yellow.
 Figure 10
You can switch off the Power Saving by swiping the finger down from the top of your screen and tapping the battery icon in the Control Center (Figure 11)
Figure 11
 
 
If this icon is not displayed on this screen, you can change this setting using the switch Low Power Mode from the Battery section of your phone's Settings app (Figures 12, 13, 14).
 Figure 12                                            Figure 13                                    Figure 14
  

 

Android

If Battery Saver is on, the top and bottom bars of your device screen should have an orange background and the battery icon will contain a "+" sign.
 Figure 15
 
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 16)
 Figure 16
 
If the battery icon is not displayed 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 17, 18, 19).
 Figure 17                                     Figure 18                                                 Figure 19
  

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

7. Verify your phone's connection and coverage
The Wi-Fi signal and the phone network coverage indicators at the top of your screen should display sufficient levels. You can confirm the existence of a working network with a quick test by opening a website through the phone web browser and performing a web search or visiting ibkr.com
 
8. Your device must not be 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 full (root) access to the device's Operating System and removing the security measures and restrictions originally built in. This operation voids the device warranty, can compromise or make certain functionalities completely unusable and severely lowers the overall security of the device.
For those reasons, a jailbroken/rooted device cannot be used with the IBKR Mobile app for authentication.
 
9. 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 IBKR Mobile notifications on your device, we recommend that you perform a one-time log in to the Client Portal 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 future login attempts. Please proceed as follows:

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 six-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 an 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.
 

You can log in even without receiving 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):

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

 

 References:
  • See KB2260 for instructions 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 Client Portal.
  • From the side menu, click on Settings and then on User Settings. Click on the configuration gear correspondent to Mobile Number.

  • 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. A new SMS may only be requested every 2 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.

    Back to top


 

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 TWS or go to the Client Portal
  • 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.

IB程序在安卓設備上的緩存維護

Background: 

因為能完全重置發生故障的IBKR應用程序，此操作已被證明能解決多項問題。

對於安卓6.0（Marshmallow）及以上的操作系統

1.  進入手機的設置菜單

2.  在手機下方選擇應用程序 MOVED TO... 應用管理
Select Applications  Application Manager
 

3.  向下滾動，選擇要重置的IB程序。

 

4.  點擊存儲

 

5.  點擊清除數據 MOVED TO... 確定
   
 

6.  確認數據已清除。

 

7.  重啟手機

8.  重新打開應用程序

 

 

對於安卓5.0（Lollipop）及之前版本的操作系統

  1. 進入手機的設置菜單
  2. 在設備下方，選擇應用程序
    Select Apps
     
  3. 向下滾動，選擇要重置的IB程序。
      
     
  4. 點擊清除數據 MOVED TO... 確定
    Clear App data  Delete app data -> OK
     
  5. 確認數據已清除。
    Confirm Data cleared
     
  6. 重啟手機
  7. 重新打開應用程序


注意：如果清除緩存並手動調整許可在重啟安卓設備的情況下問題依然存在，則請聯繫IB客戶服務進一步排查故障。


相關文章：

  • KB2277：安卓版IB Key概述
  • KB2748：如何在安卓設備上恢復IB Key

 

PIN碼設置指南

某些用來登錄您IBKR賬戶的安全設備在申請或激活時需創建一個數字或字母與數字組合的PIN碼。

該PIN碼可提供額外的一層保護，有效防止意外拿到您的設備但又未被授權的個體操作設備。因此，選擇一個您容易記住且別人難以猜到的密碼尤為重要。

下方列出了一系列您創建PIN碼時應考慮的指導原則或最佳方案：

  • 請勿使用您的生日
  • 請勿使用您孩子或者任何直系親屬的生日
  • 請勿使用您個人或者辦公地址信息，如街道名稱、門牌號碼、郵政編碼
  • 請勿使用您身份證件信息（如社保號或者身份證號碼）
  • 請勿使用電話號碼


對於PIN碼的非數字部分，請避免使用：

  • 您本人或您的家庭成員或親屬的姓名首字母，或您所在城市的名稱或球隊的名稱
  • 您本人、您的家庭成員或親屬的姓和/或名

 

我們建議在PIN碼中包含大小寫字母和數字。

要滿足以上要求構造一個方便記憶的PIN碼，您可以想一個句子，然後將該句子的首字母組合起來。

如何重新激活或遷移移動IBKR驗證程序（IB Key）？

Overview: 

本文詳細介紹了通過移動IBKR重新激活移動IBKR驗證程序（IB Key）的步驟。

重新安裝程序和更換手機都會導致程序需要重新激活或安裝。

How to reactivate or transfer IBKR Mobile Authentication (IB Key)?

Overview: 

This article details the steps needed to reactivate the IB Key Authentication (IB Key) via IBKR Mobile.

This state of the application or its installation might be due, but not limited to, reinstallation of the app or the purchase of a new phone.

 

You can perform the reactivation without the involvement of IBKR Client Services in the following cases:

 

Case A) Reactivation on the same smartphone

  • You uninstalled and reinstalled the IBKR Mobile app on the same smartphone

Please click on one of the links below according to your phone operating system.

  • Android: IBKR Mobile PIN + Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation

 

Case B) Reactivation on a different smartphone

  • You are replacing your smartphone with a new one
  • You have lost your smartphone and you are now in possession of a new one
  • You activated the IBKR Mobile Authentication (IB Key) on your primary smartphone but you now want to transfer
    the activation (either temporarily or permanently) to the secondary one.

Please click on one of the links below according to your phone operating system.

  • Android: Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation
 
Note: In the above cases (A, B) you will always be able to reactivate / transfer the IBKR Mobile Authentication (IB Key) when you possess an additional physical security device currently active for your user. With this setup, you will not need to have access to the mobile phone number originally used for the app activation, since the system will automatically prompt you to operate your physical security device instead of sending you a text message (SMS) during the reactivation / transfer procedure.
 

    In any other case, we would kindly ask you to request a temporary account access by contacting IBKR Client Services (Secure Login department) on the phone number best suitable for your location, among the ones listed on ibkr.com/support

     

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 IBKR Mobile Authenticaton (IB Key) for iPhone
  • See KB2277 for instructions on how to operate your IBKR Mobile Authentication (IB Key) for Android: 
  • See KB3279 for instructions on how to log in to IBKR Mobile when IBKR Mobile Authentication (IB Key) is enabled on another phone

 

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