使用數碼安全卡+進行安全登錄

Overview: 

 

使用IBKR的數碼安全卡+安全地登錄任何IBKR程序,包括TWS、客戶端或網絡交易者(WebTrader)。

 

注:安全卡上的按鈕并非觸摸式感應,需要按壓操作。

1. 登錄賬戶時,像往常一樣輸入用戶名和密碼(圖1第1點)。如果用戶名和密碼正確,則會出現一個6位數挑戰碼(圖1第2點)。

圖1.

 

2. 拿出您的設備,按住“press”按鈕直至出現“PIN>”(圖2),輸入您在請求設備時設置的4位數PIN碼,然后按“OK”按鈕(圖3

圖2.                                                                  圖3.                                                         

3. 設備上出現“CHALLNG>”時(圖4),輸入登錄界面上給出的6位數挑戰碼(第1步),然后按“OK”按鈕(圖5)。

圖4.                                                                  圖5.                                       
    

4. 此時會出現響應碼(圖6

圖6.                                                          

5. 在登錄界面輸入8位數響應碼(圖7)。點擊登錄按鈕繼續登錄。如果時間太長響應碼過期,從上方第1步重新開始。

圖7.                                                               

注:安全代碼部分的顯示可能會因您登錄程序的不衕而有所不衕。

 

參考
  • KB1131:安全登錄系統概覽
  • KB2636:安全設備相關信息與程序
  • KB2481:有關在兩個或以上使用者之間共享安全登錄設備的說明
  • KB2545:退出后如何重新加入安全登錄系統
  • KB975:如何將安全設備退還給IBKR
  • KB2260:通過移動IBKR激活IB Key驗證的說明
  • KB2895:多設備雙因素系統(M2FS)相關信息
  • KB1861:安全設備相關費用
  • KB69:臨時安全碼相關信息

 

How to add a user to an existing IB Key instance - iOS

Overview: 

This page covers the steps required to add a user to the Authentication section in the IBKR Mobile app for iOS devices.

 

Requirements:
  • The IBKR Mobile app must be installed and IB Key Authentication 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. Read the instructions and then tap on Continue (Figure 7).

Figure 7.

3. Enter your Username and Password, and then tap on Continue (Figure 8). 

Figure 8.

4. An Authentication Code will be sent via SMS to the mobile phone number listed on your account (Figure 9). Enter this Authentication Code in the Activation Code field and tap on Activate (Figure 10).

Figure 9.                                                    Figure 10.

  

5. Depending on your smartphone's security settings, you will be asked to use your Passcode, Touch ID, or Face ID (Figure 11).

Figure 11.

6. If the activation has been successful, you will see a confirmation screen. Finally, tap on Done to complete the procedure (Figure 12).

Figure 12.

Secure Login with Digital Security Card+

Overview: 

Securely log into any IBKR application, including TWS, Client Portal or WebTrader, using IBKR's Digital Security Card+.

 

NOTE: The buttons on your security card are not touch sensitive, but rather require to be pressed.

1. When logging in to your account, enter your user name and password as usual (Point 1 of Figure 1). If successful, a 6-digit Challenge Code will appear (Point 2 of Figure 1).

Figure 1.

 

2. Turn on your device by pressing the “press” button until the 'PIN>' display appears (Figure 2), enter the 4-digit PIN code you specified at the time you requested the device, then press the “OK” button (Figure 3).

Figure 2.                                                              Figure 3.                                                         

3. When the 'CHALLNG>' display appears on the device (Figure 4), enter the 6-digit Challenge Code from the login screen (step 1.) into the device, then press the "OK" button (Figure 5).

Figure 4.                                                              Figure 5.                                       
    

4. A response code will appear (Figure 6)

Figure 6.                                                          

5. Enter the 8 digits of the response code into the login screen (Figure 7). Select the Login button to proceed. If the passcode expires, start over from step 1. above.

Figure 7.                                                               

NOTE: The Security Code field will look slightly different depending on the application you are logging in to.

 

References
  • See KB1131 for an overview of the Secure Login System
  • 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 KB2545 for instructions on how to opt back in to the Secure Login System
  • 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 use Voice callback for receiving login authentication codes

Background: 

 If you have SMS enabled as two-factor authentication method, you may use Voice callback to receive your login authentication codes. This article will provide you steps on how to select voice callback when logging in to our platforms.

 

How to use Voice callback
 
You may select Voice if you do not receive your login authentication code. You will then receive your login authentication code via an automated callback. Follow the instructions below, depending on which platform you are trying to login to.
 

 

Client Portal

1. Click on "Didn't receive a security code?"

2. From the two options, select "Voice" and wait for the callback.

3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

TWS

1. Click on "Request new Security Code"

2. From the two options, select "Voice" and click on OK. Then wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

Note: Voice callback for the TWS is only available in the LATEST and BETA version.

 

IBKR Mobile - iOS

1. Click on "Request New Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

IBKR Mobile - Android

1. Click on "Request New Security Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

References:

 

IB Key Challenge / Response method and missing 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):

The same information applies to you if your phone has no Internet connectivity (you are in roaming, out of coverage, without an active mobile data plan, etc.)

If your smartphone is unable to receive IB Key notifications despite having Internet connectivity, we recommend you to perform the steps outlined in IBKB3234.

 

在其它手機上啟用了IB Key的情況下如何登錄移動IBKR

Background: 
本文主要面向已經在一個手機上激活了移動IBKR驗證、但另外還持有一個移動設備并且想在該移動設備上進行交易的客戶。
屬於這種情況的客戶可以在備用設備上登錄移動IBKR交易平台,用手機完成雙因素驗證程序。

 

為進行說明,本文中我們將釆用以下命名規則:

驗證設備:這是您激活了移動IBKR驗證(IB Key)的智能手機

交易設備:這是您想使用移動IBKR程序進行交易的設備。

 

程序

請根據您手機的操作系統點擊下方對應鏈接:

 

iOS

1. 交易設備上打開移動IBKR應用程序。在登錄界面輸入用戶名和密碼,點擊登錄
 圖 1
 
2. 點擊雙因素驗證 (圖 2)。屏幕會出現一條挑戰碼(圖 3
  圖 2                                                            圖 3
    
 
3.驗證設備上打開移動IBKR應用程序
 圖 4
 
4a.如果沒有自動登錄,點擊左上角的服務圖 5),然后點擊驗證圖 6)。
 圖 5                                                          圖 6
 
 
4b.如果已經登錄,點擊右下角的更多按鈕。然后向下滾動,點擊驗證
  圖 7

5.輸入在第2步中獲得的挑戰碼。然后點擊生成響應碼 圖 8)。提供安全驗證要素后(圖 9),您便會收到一條響應字符串(圖 10)。
圖 8                                                     圖 9                                                  圖 10
   

6. 交易設備上,將響應字符串輸入到“輸入響應碼“區域,然后點擊發送以最終完成驗證程序。
 圖 11

 

 

安卓

1. 交易設備上打開移動IBKR應用程序。在登錄界面輸入用戶名和密碼,點擊登錄
  圖 1
 
2. 點擊雙因素驗證 (圖 2)。  您會看到一條挑戰碼(圖 3
 圖 2                                                          圖 3
  
 
3.驗證設備上打開移動IBKR應用程序
 圖 4
 
4a.如果沒有自動登錄,點擊服務圖 5),然后點擊驗證圖 6)
 圖 5                                                            圖 6
   
 
4b.如果已經登錄,點擊菜單按鈕(圖 7),向下滾動,然后點擊驗證圖 8)。
  圖 7                                                          圖 8
  
 
5.輸入您移動IBKR的PIN碼以及您在第2步中獲得的挑戰碼,然后點擊生成響應碼圖 9)。屏幕上會顯示一條響應字符串(圖 10
  圖 9                                                         圖 10
  
 
6. 交易設備上,將響應字符串輸入到“輸入響應碼“區域,然后點擊登錄以最終完成驗證程序。
 圖 11
 


參考
  • 參見KB2260了解如何使用移動IBKR驗證的一般說明
  • 參見KB3073了解如何將IB Key / 移動IBKR驗證遷移到新手機的說明
  • 參見KB2748了解如何進行IB Key/移動IBKR驗證恢復的說明

 

I am not receiving text messages (SMS) from IBKR on my mobile phone

Background: 

Once your mobile phone number has been verified in the Client Portal, you should immediately be able to receive text messages (SMS) from IBKR directly to your mobile phone. This article will provide you with basic troubleshooting steps in case you are unable to receive such messages.

 

1. Activate the IBKR Mobile Authentication (IB Key) as 2-Factor security device

In order to be independent of wireless/phone carrier-related issues and have a steady delivery of all IBKR messages we recommend to activate the IBKR Mobile Authentication (IB Key) on your smartphone.

The smartphone authentication with IB Key provided by our IBKR Mobile app serves as a 2-Factor security device, thereby eliminating the need to receive authentication codes via SMS when logging in to your IBKR account. 

Our IBKR Mobile app is currently supported on smartphones running either Android or iOS operating system. The installation, activation, and operating instructions can be found here:

Android: KB2277
iOS: KB2278

 

2. Restart your phone:

Power your device down completely and turn it back on. Usually this should be sufficient for text messages to start coming through. 

Please note that in some cases, such as roaming outside of your carrier's coverage (when abroad) you might not receive all messages.

 

3. Use Voice callback

If you do not receive your login authentication code after restarting your phone, you may select 'Voice' instead. You will then receive your login authentication code via an automated callback. Further instructions on how to use Voice callback can be found in IBKB 3396.

 

4. Check whether your phone carrier is blocking the SMS from IBKR

Some phone carriers automatically block IBKR text messages, as they are wrongly recognized as spam or undesirable content. According to your region, those are the services you can contact to check if a SMS filter is in place for your phone number:

In the US:

In India:

In China:

  • Call your phone carrier directly to check whether they are blocking IBKR messages

 

References:

 

How to log in to IBKR Mobile when the IB Key is enabled on another phone

Background: 
This article is intended for clients who have activated the IBKR Mobile authentication on their smartphone and possess as well an additional mobile device, on which they desire to trade.
Clients with this setup will be able to log in to the IBKR Mobile trading platform on their secondary device, using their smartphone to complete the Two-Factor Authentication step.

 

For the purposes of this article, we will use the following naming convention:

Authentication device: this is the smartphone on which you activated the IBKR Mobile Authentication (IB Key)

Trading device: this is where you want to use IBKR Mobile app for trading.

 

Procedure

Please click on one of the link below according to your phone operating system:

 

Apple iOS

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
 Figure 1
 
2. Tap Two-Factor Authentication (Figure 2).  A Challenge code will be displayed (Figure 3)
  Figure 2                                                            Figure 3
    
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) on the top left, then tap Authenticate (Figure 6).
 Figure 5                                                          Figure 6
 
 
4b. If you are already logged in, tap on the More button on the bottom right. Then, scroll down and tap on Authenticate
  Figure 7

5. Enter the Challenge code you obtained at point 2. Then tap Generate Response (Figure 8). Once you have provided your security element (Figure 9), you will receive a Response String (Figure 10).
  Figure 8                                                     Figure 9                                                  Figure 10
   

6. On your Trading device, enter the Response String into the "Enter response code" field and tap Send to finalize the authentication process.
 Figure 11

 

 

Android

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
  Figure 1
 
2. Tap on the option Two-Factor Authentication (Figure 2).  You will see a Challenge code (Figure 3)
 Figure 2                                                          Figure 3
  
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) and then tap Authenticate (Figure 6).
 Figure 5                                                            Figure 6
   
 
4b. If you are already logged in, tap the Menu button (Figure 7), scroll down and tap Authenticate (Figure 8).
  Figure 7                                                          Figure 8
  
 
5. Enter your IBKR Mobile PIN and the Challenge code you obtained at point 2. Then tap Generate Response (Figure 9). A Response String will be displayed (Figure 10)
  Figure 9                                                         Figure 10
  
 
6. On your Trading device, enter the Response String in to the "Enter response code" field and then tap Log In to finalize the authentication process.
 Figure 11
 


References
  • See KB2260 for general instructions on how to use IBKR Mobile Authentication
  • See KB3073 for instructions on how to migrate the IB Key / IBKR Mobile authentication to a new smartphone
  • See KB2748 for instructions on how to perform the IB Key / 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
      


Back to top

 

IB TWS和IB Key整合為移動IBKR

概況

如何遷移賬戶使用者取決於您當前使用何種應用程序:

1. 您的智能手機僅用於交易(安裝了IB TWS)- 點擊此處
2. 您的智能手機僅用於驗證(安裝了IB Key) -  點擊此處
3. 您的智能手機既用於交易,也用於驗證(安裝了IB TWS和IB Key) - 點擊此處
4. 您的智能手機用於進行借記卡交易(安裝了IB Key) -  點擊此處
 

您是IB TWS用戶

您使用手機上的IB TWS交易,但您未使用IB Key。
1. 在首次打開應用程序時,您將看到以下新的主頁面。
圖1是iOS設備上的移動IBKR主頁面。圖2是安卓設備的版本。

  
圖 1                                                            圖 2

2. 點擊“交易”按鈕。
3. 應用程序的其它方面與您之前使用的一樣。
 

 

通過“交易”頁面訪問其它功能

如您希望使用移動IBKR的其它功能,比如驗證模塊或借記卡功能:

對於iOS設備(圖3)
1. 打開菜單上的“更多”(頁面右下角)。
2. 滾動到頁面底部。
對於安卓設備(圖4)
1. 打開“應用”菜單
2. 滾動到底部的App設置

   
圖3                                                                                          圖 4
 

您是IB Key使用者

激活

1. 打開移動IBKR并點擊“驗證”。
2. 應用程序會檢測設備上是否安裝了IB Key并提示您下一步如何操作 - 要么自動遷移(圖5),要么先更新、然后再自動遷移。
您也可選擇之后再手動遷移。

 
圖5                                                          圖6                                                          圖7

遷移完成后,如您嘗試運行獨立的IB Key應用 - 即您之前驗證過的IB Key - 您將看到以下界面(圖8)。


圖8

 

日常操作


A. 如您有網絡連接,則日常登錄沒有任何變化 - 系統會使用無縫驗證:
1. 在(TWS、賬戶管理、網頁交易者或移動IBKR)的相應區域內輸入您的登錄信息。點擊“登錄”。
2. 系統會向您的手機發送一條通知 - 點擊該通知。
3. 取決於您的設備,(在iOS設備上)將面部置於攝像頭前或在指紋傳感器上按壓指紋,或(在安卓設備上)輸入您的PIN碼。系統會自動登錄。


B. 如您沒有互聯網連接,您可通過驗證-響應的模式使用移動IBKR:
1. 在(TWS、賬戶管理、網頁交易者或移動IBKR)的相應區域內輸入您的登錄信息。點擊“登錄”。
2. 點擊“我沒有收到通知”。
3. 打開移動IBKR并點擊“驗證”。
4. 在您手機的“驗證碼”區域輸入登錄界面上顯示的值。點擊“生成”按鈕。
5. 在登錄界面的“響應字符串”區域輸入您智能手機應用顯示的值。點擊“登錄”。

 

您既是IB TWS的使用者,也是IB Key的使用者

1. 請先激活移動IBKR程序的“驗證”模塊(點擊此處)。
2. 點擊您新的移動IBKR應用主頁面上的“交易”按鈕登錄交易界面(點擊此處)。

 

您使用IB借記卡

1. 請先激活移動IBKR程序的“驗證”模塊(點擊此處)。
2. 在移動IBKR應用的主頁面上點擊“借記卡”按鈕。其它功能的使用和過去一樣

 

 

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