IBKR支持的加密貨幣產品

Overview: 

下面列出了IBKR支持的部分加密貨幣産品。如果沒有看到您想找的産品,您可以通過我們網站上的“合約搜索工具”搜索IBKR合約數據庫。點擊“支持”菜單然後選擇賬戶類型(個人賬戶或機構賬戶),在這裏您可以輸入産品名稱或代碼進行簡單搜索、或增加搜索條件進行高級搜索、或按産品類型搜索。

加密貨幣

  • BTC- 比特幣
  • ETH- 以太幣
  • LTC- 萊特幣
  • BCH- 比特幣現金

股票/ETF

美國

  • GBTC (PINK)- Grayscale Bitcoin Investment Trust
  • BCHG (PINK)- Grayscale Bitcoin Cash Trust
  • ETCG (PINK)- Grayscale Ethereum Classic Trust
  • ETHE (PINK)- Grayscale Ethereum Trust
  • GDLC (PINK)- Grayscale Digital Large Cap Fund
  • LTCN (PINK)- Grayscale Litecoin Trust

非美國

  • BITCOINXB (SFB)- Bitcoin Tracker One
  • COINETH (SFB)- XBT Provider Ethereum
  • COINETHE (SFB)- XBT Provider Ethereum

指數

  • NYXBT (NYSE)- NYSE Bitcoin Index
  • GXBT (Cboe)- The Gemini Bitcoin Trace Price Index(自2019年6月起無新合約可供交易)
  • BRR (CME)- CME Bitcoin Reference Rate Index
  • BRTI (CME)- CME Bitcoin Real Time Index

期貨

  • GXBT (Cboe/CFE)- The Gemini Bitcoin Trace Price Futures(自2019年6月起無新合約可供交易)
  • BRR (CMECrypto)- CME Bitcoin Reference Rate Futures
  • ETHUSDRR (CMECrypto) – CME Ether Dollar Reference Rate Futures
  • BAKKT (ICECRYPTO)- Bakkt Bitcoin Futures

 

返回目錄:IBKR的比特幣和其它加密貨幣産品

如何用手機向IBKR發送文件

Overview: 

即使您一時無法掃描文件,盈透證券也支持您給我們發送文件副本。您可以用手機將所需文件拍下來。

下方介紹了在不同手機操作系統下如何拍照幷將照片通過電子郵件發送給盈透證券的詳細步驟:

如果您已經知道如何拍照幷通過電子郵件發送圖片,請點擊此處——電子郵件應該發送到哪裏以及郵件主題應該寫什麽

 

iOS
1. 從手機屏幕的底部向上滑,然後點擊相機圖標。

如果沒找到相機圖標,您可以從iPhone主屏幕點擊相機應用程序圖標。

通常情况下打開的應該是後置攝像頭。如果打開的是前置攝像頭,請點擊攝像頭切換按鈕。


2. 將手機移到文件上方,鏡頭對準需要的位置或頁面。

 

3. 確保光綫均勻、充足,避免因爲拿手機的姿勢在文件上投下任何陰影。手機拿穩,防止抖動。點擊拍照按鈕拍照。

 

4. 點擊左下角的縮略圖查看您剛剛拍的照片。


5.  確保照片清晰,文件字迹清楚。您可以用兩個手指在圖片上劃開來放大圖片查看細節。

如果圖片質量或亮度不好,請重複上述步驟重新拍照。


6. 點擊屏幕左下角的分享圖標。



7. 點擊電子郵件圖標。

注意:要發送電子郵件,您的手機必須有相應配置。如果不知道如何配置,請聯繫您的電子郵件供應商。

 

8. 請參見此處瞭解如何填寫電子郵件收件人(To:)和主題(Subject:)。填寫完畢後,點擊右上方的向上箭頭發送郵件。

 


安卓
1. 打開應用程序列表,啓動相機應用程序。或者直接從手機主屏幕啓動相機。取决于您的手機型號、製造商或設置,相機應用程序的叫法可能有所不同。

通常情况下打開的應該是後置攝像頭。如果打開的是前置攝像頭,請點擊攝像頭切換按鈕。

 

2. 將手機移到文件上方,鏡頭對準需要的位置或頁面。

 

3. 確保光綫均勻、充足,避免因爲拿手機的姿勢在文件上投下任何陰影。手機拿穩,防止抖動。點擊拍照按鈕拍照。


4.  確保照片清晰,文件字迹清楚。您可以用兩個手指在圖片上劃開來放大圖片查看細節。

如果圖片質量或亮度不好,請重複上述步驟重新拍照。


5. 點擊屏幕右下角的空白圈圈圖標。   

 

6. 點擊屏幕左下角的分享圖標。


7. 在顯示的分享菜單中點擊手機上安裝好的電子郵件客戶端的圖標。下圖顯示的是Gmail,但手機設置不同,電子郵件程序也會不同。

注意:要發送電子郵件,您的手機必須有相應配置。如果不知道如何配置,請聯繫您的電子郵件供應商。

8. 請參見此處瞭解如何填寫電子郵件收件人(To:)和主題(Subject:)。填寫完畢後,點擊右上方的飛機圖標發送郵件。

 


電子郵件應該發送到哪裏以及郵件主題應該寫什麽
應按照以下說明發送郵件:
1. 在收件人(To:)字段,輸入:

  •   newaccounts@interactivebrokers.com(如果您是非歐洲國家居民)
  •   newaccounts.uk@interactivebrokers.co.uk(如果您是歐洲國家居民)

2. 主題(Subject:)字段必須注明所有以下信息:

  •     您的賬戶號碼(通常格式爲Uxxxxxxx,其中x是數字)您的用戶名
  •     發送文件的目的。請采用以下慣例:
    • 居住地證明請寫PoRes
    • 身份證明請寫PID

 

如何向已激活的移动IBKR验证程序(IB Key)添加使用者 - iOS版

Overview: 

本文闡述了如何在iOS版移動IBKR的驗證部分添加使用者。

 

要求:
  • iOS安卓設備上必須安裝了移動IBKR應用程序並且已激活移動IBKR驗證。
  • 有關如何在iOS設備上安裝並激活移动IBKR验证程序(IB Key)的詳細信息,請參見KB2278

 

說明:

1. 在iOS設備上打開移動IBKR應用程序。

     1.a. 如果打開時出現的是登錄界面(圖1),點擊左上角的服務(紅色箭頭),然後繼續第2步。 

     1.b. 如果打開時出現的是主頁、投資組合、自選列表或其它類似界面,點擊右下角的更多圖2)。然後點擊雙因素驗證圖3),再點擊添加使用者圖4),接著進入第3步

圖 1.                                          圖 2.                                            圖 3.                                                                     

     

圖 4.                                     

2. 點擊驗證(圖5),然後點擊添加使用者(圖6)。

圖 5.                                            圖 6.

    

 

3. 閱讀說明,然後點擊繼續圖7)。

圖 7.

3. 輸入您的用戶名密碼,然後點擊繼續圖8)。 

圖 8.

4. 驗證碼將通過短信發送到您賬戶登記的手機號碼(圖9)。將驗證碼輸入到激活碼框內,點擊激活(圖10)。

圖 9.                                                      圖 10.

  

5. 取決於您手機的安全設置,系統會提示您使用鎖屏密碼、Touch ID或Face ID(圖11)。

圖 11.

6. 如果激活成功,將顯示確認界面。最後,點擊完成來結束(圖12)。

圖 12.

 

 

 

 

 

 

 

 

 

 

 

如何配置客戶服務消息傳遞和通知方式

要配置您的消息中心偏好設置:

1. 登錄客戶端

2. 點擊使用者菜單(右上角的頭像圖標),然後點擊安全消息中心。

3. 點擊“撰寫”按鈕旁的偏好(齒輪)圖標。

4. 將出現消息偏好設置窗口。

5. 使用下拉框為消息選擇主要次要偏好語言。

6. 在安全消息傳遞部分選擇您想要的傳遞選項。

7. 點擊保存保存更改。

請注意,出於安全考慮,無法通過電子郵件或短信方式接收完整的消息。通過電子郵件或短信只能收到通知的概述,

更多信息請參見客戶端用戶指南的消息中心偏好設置

我想用客戶端中顯示的二維碼激活iPhone上的移動IBKR驗證程序(IB Key)

您可能已經在登錄客戶端時看到了一個二維碼。本文中,我們將詳細說明如何使用這個二維碼來激活移動IBKR驗證程序(IB Key)。

 

1) 登錄客戶端。您會看到一條建議您掃描二維碼激活移動IBKR驗證程序(IB Key)的頁面橫幅:

圖 1


 

2) 在手機上打開“相機”。

圖 2

 

3) 將手機攝像頭對準二維碼。您無需點擊拍照。對焦後,二維碼會被自動拍攝。如果您的手機沒能識別二維碼,請試試移動手機調整遠近距離以讓其重新對焦。如果仍舊無法識別,請參見本文末尾的可能出現的問題及解决方法

圖 3

 

4) 如果手機成功讀取二維碼,您會看到手機屏幕頂部彈出一條橫幅。

  • 如果橫幅讓您在手機瀏覽器中打開IBKR網站(如圖 4.1),請直接進入下一步:5)
  • 如果橫幅讓您打開移動IBKR應用程序(如圖4.2),請跳至第8)步

圖 4.1                                                                                               圖 4.2

 

5) 點擊手機屏幕頂部讓您打開IBKR網站的橫幅。您將會跳轉至蘋果應用商店。

圖 5

 

6) 點擊下載圖標獲取 在手機上安裝移動IBKR應用程序。

圖 6

 

7) 安裝完成後,不要打開移動IBKR應用程序。打開手機相機,對準客戶端中顯示的二維碼。

圖 7

 

8) 點擊手機屏幕頂部讓您打開移動IBKR應用程序的橫幅。

圖 8

 

9) 如果系統詢問您是否允許移動IBKR的通知,請點擊“允許”。

圖 9

 

10) 系統會要求您提供解鎖手機的安全要素(FaceID、指紋或鎖屏密碼)。

圖 10

 

11) 您會收到一則確認移動IBKR驗證程序(IB Key)已成功激活的消息。點擊“完成”以完成程序。

圖 11

 

 

可能出現的問題及解决方法

 

  • 我的手機無法讀取二維碼,我該怎麽辦?

請確定您已經在手機的相機設置下打開了“掃描二維碼”開關。

圖 12

 

  • 我手機打開的是前置攝像頭,怎麽切換到後置攝像頭?

通常相機界面都有一個特定按鈕可以切換攝像頭。

圖 13

 

  • 在移動IBKR驗證程序(IB Key)激活過程中,我收到了一條錯誤消息“發生錯誤,請重試。”

圖 14

該錯誤消息可能是因爲您在嘗試激活已經激活過的移動IBKR驗證程序(IB Key)。請重新登錄客戶端。如果輸入用戶名和密碼之後您手機收到一條通知,而您點擊該通知之後能够順利完成驗證則表明您的移動IBKR驗證程序(IB Key)已經激活,您無需再按這些步驟繼續操作。

出現錯誤消息的另一個原因可能是客戶端中顯示的二維碼已經被掃描過一次用來激活,當前已經過期。這種情况下,請退出客戶端再重新登錄以獲取新的二維碼。

 

參考:
  • KB2260:如何激活和操作移動IBKR驗證程序(IB Key)。
  • KB2748:如何恢復移動IBKR驗證程序(IB Key)。
  • KB3236:如何爲移動IBKR應用程序啓用通知。
  • KB3234:收不到移動IBKR通知怎麽辦。
  • KB3073:如何將移動IBKR驗證程序(IB Key)遷移到新手機。

 

I am unable to scan the QR Code in Client Portal. How can I add a User to IBKR Mobile Authentication (IB Key) for Android?

Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this Android device.
  • For more information on the installation and activation on Android devices, please consult KB2277.

 

Instructions: 

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 SESSION ID (Figure 7).

Figure 7                                   


4) Type the alphanumeric string present below the QR code in the Session ID field (Figure 8).

Figure 8

5) Provide your PIN then tap ACTIVATE (Figure 9).

Figure 9                        

6) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).

Figure 10                              

 

 

Possible Issues and Solutions
 
  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 11

This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

I am unable to scan the QR Code in Client Portal. How can I add a User to IBKR Mobile Authentication (IB Key) for iPhone?

 
Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this iOS device.
  • For more information on the installation and activation on iOS devices, please refer to KB2278.

 

Instructions:

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) Tap Setup IB Key using QR code (Figure 7).

Figure 7                      

     

4) Type the alphanumeric string present below the QR code in the Activation Code field (Figure 8).

Figure 8

8) Tap Activate IB Key (Figure 9).

Figure 9

9) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).

Figure 10

 

 

 

 

Possible issues and solutions

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 11

This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to add a User to IBKR Mobile Authentication (IB Key) for Android with the QR Code from Client Portal

 
Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this Android device.
  • For more information on the installation and activation on Android devices, please consult the IBKR Knowledge Base.

 

Instructions: 

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 SESSION ID (Figure 7).

Figure 7                                   


4) Tap QR CODE (Figure 8).

Figure 8                                            

5) Tap Allow if asked for permission to use the phone camera (Figure 9).

Figure 9                     

6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 10

7) Provide your PIN then tap on ACTIVATE (Figure 11).

Figure 11                               

8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 12).

Figure 12                            

 

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).

Figure 13

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).

Figure 14

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 15

This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to add a User to IBKR Mobile Authentication (IB Key) for iPhone with the QR Code from Client Portal

 
Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this iOS device.
  • For more information on the installation and activation on iOS devices, please refer to the IBKR Knowledge Base.

 

Instructions:

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) Tap Setup IB Key using QR code (Figure 7).

Figure 7                      

     

4) Tap Launch Camera (Figure 8).

Figure 8            

             

5) Tap OK if you are asked for permission to use camera (Figure 9).

Figure 9                                       

       

6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 10                                        

         

7) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode). Please provide it (Figure 11).

Figure 11                                   

           

8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to confirm (Figure 12).

Figure 12                                  

 

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).

Figure 13

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).

Figure 14

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again." 

Figure 15

This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

 

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