IB TWS and IB Key Merger into IBKR Mobile

OVERVIEW

The migration for your user depends upon your current use of the apps as follows:

1. Your Smartphone is solely used for trading (IB TWS installed) - Click Here
2. Your Smartphone is solely used for authentication (IB Key installed) -  Click Here
3. Your Smartphone is used for both trading and authentication (IB TWS and IB Key installed) - Click Here
4. Your Smartphone is used for Debit Card transactions (IB Key installed) -  Click Here
 

You are a user of IB TWS

You have been trading on your smartphone with IB TWS and you have not used IB Key.
1. Upon first launch of the application you will see the following new Home Screen.
Figure 1 is the Home Screen of IBKR Mobile for iOS devices. Figure 2 is the Android device version.

     
Figure 1                                                     Figure 2

2. Tap on the Trade button.
3. The rest of the application experience is identical to what you have already used in the past.
 

 

Access to the other functions from the Trading Screen

If you wish to access the other functions of the IBKR Mobile, such as the Authentication module or the
Debit Card functions:

For iOS (Figure 3)
1. Open the menu ‘More’ (lower right-hand corner of your screen).
2. Scroll to the very bottom of this page
For Android (Figure 4)
1. Open the Application menu
2. Scroll to the bottom section - App Settings

       

Figure 3

    

Figure 4
 

You are an IB Key user

Activation

1. Launch the IBKR Mobile and tap on Authentication.
2. The app will detect the installation of the IB Key and will suggest a course of action - either an
automated migration (Figure 5) on an update and then automated migration.
You can as well choose to manually migrate at a later point.

     
Figure 5                                                 Figure 6                                                 Figure 7

After the migration is completed, should you run the IB Key standalone application - the one you have
authenticated with in the past - you will see the following screen (Figure 8).


Figure 8

 

Daily Operation


A. Nothing changes in the daily login experience if you have an Internet connection - the Seamless
Authentication process will be used:
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or
IBKR Mobile). Click on Login.
2. The system will send you a notification on your smartphone’s screen - tap on it.
3. Depending on your device, present your face to the camera or fingerprint on the sensor (iOS) or
enter your PIN code (Android). The system will the automatically proceed with the login.


B. If you have no Internet connection, you will use the IBKR Mobile in Challenge-Response mode:
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or
IBKR Mobile). Click on ‘Login'.
2. Click on the link saying “I did not receive a notification”.
3. Launch the IBKR Mobile and tap on ‘Authentication’.
4. In the field Challenge of your smartphone application enter the values displayed on the Login
Screen. Tap the ‘Generate’ button.
5. Enter the values displayed by your smartphone app into the field Response string on the Login
Screen. Click ‘Login’.

 

You are a user of both IB TWS and IB Key

1. Please complete first the procedure for the activation of the Authentication module of the IBKR
Mobile app (Click Here).
2. Login to the trading screen by taping on the Trade button of the Home Screen in your new IBKR
Mobile app (Click Here).

 

You use an IB Debit Card

1. Please complete first the procedure for the activation of the Authentication module of the IBKR
Mobile app (Click Here).
2. On the Home Screen of the IBKR Mobile app tap on the Debit Card button. The rest of the experience
is identical to what you have already used in the past.

 

 

IB程序在安卓設備上的緩存維護

Background: 

該操作能解決多個問題,因為它能完全重置發生故障的IB程序。

 

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”板塊下,選擇應用 MOVED TO... 應用管理
    Select Applications  Application Manager
     
  3. 向下滑動并選擇要重置的IB程序。
    Select IB apps
     
  4. 點擊存儲
    Select Storage
     
  5. 點擊刪除數據 MOVED TO... 刪除
    Clear IB app data  Confirm Delete cleared data
     
  6. 確認數據已刪除。
    Confirm data is cleared
     
  7. 點擊存儲旁的返回箭頭
    Presss back from storage
     
  8. 點擊權限
    (如尚未激活,則啟用電話存儲權限)
    Select app permissions  Enable Phone and Storage permissions
     
  9. 重啟手機
  10. 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. 設備板塊下,選擇應用
    Select Apps
     
  3. 向下滑動并選擇要重置的IB程序。
    IB Apps
     
  4. 點擊刪除數據 MOVED TO... 確認
    Clear App data  Delete app data -> OK
     
  5. 確認數據已刪除
    Confirm Data cleared
     
  6. 重啟手機
  7. 重新打開應用程序


注:如果您已清空了緩存、手動調整了權限并重啟了安卓設備,但問題仍然存在,請聯系IB客戶服務獲取故障排除的進一步幫助。


相關文章:

  • 知識庫文章KB2277IB Key安卓概述
  • 知識庫文章KB2748在安卓上恢復IB Key的流程

 

移動IBKR驗證(IB Key)的恢復

Background: 

下列情況下需釆用本文中介紹的恢復程序:

A) 您在同一台手機上重新安裝了移動IBKR應用程序
B) 您的手機操作系統進行了更新

 

操作程序:

要通過移動IBKR重新啟用IB Key驗證,請根據您手機的操作系統點擊下方對應鏈接

 

iOS

  1. 打開移動IBKR應用程序。程序會詢問您是否恢復設置。點擊
  2. 系統會根據您手機的硬件功能,提示您提供最初用來保護程序的安全要素(指紋、Face ID、PIN碼)。請根據屏幕提示操作
  3. 重新激活順利完成后,您會看到一條確認消息。點擊完成以最終完成該程序

 回到頂部

 

 

安卓

  1. 打開移動IBKR應用程序。程序會詢問您是否恢復設置。點擊恢復設置
  2. 閱讀恢復指南,然后點擊繼續
  3. 輸入用戶名和密碼,然后點擊初始化恢復
  4. 您會收到一條包含有激活碼的短信(SMS)。將其輸入到激活碼對應框。 系統還會根據您手機的操作系統和硬件功能,提示您提供最初用來保護程序的安全要素(PIN碼、指紋)。完成后,點擊提交
  5. 重新激活順利完成后,您會看到一條確認消息。點擊完成以最終完成該程序
     

回到頂部

 
 
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

如何重新激活或遷移移動IBKR驗證

Overview: 

本文詳細介紹了通過移動IBKR重新激活IB Key驗證的步驟。

在下列情況下,您可以無需聯系IB客服直接進行重新激活:

 

案例A) 在同一手機上重新激活

  • 您在同一個智能手機上卸載并重新安裝移動IBKR應用程序

請根據您手機的操作系統點擊下方對應鏈接。右側是相關要求

  • 安卓移動IBKR的PIN碼+最初用來激活應用程序的手機號
  • iOS手機PIN碼/指紋/FaceID+最初用來激活應用程序的手機號

 

案例B) 在另一手機上重新激活

  • 您更換了手機
  • 手機丟了,您現在換了一個新手機
  • 您在主要使用的手機上激活了移動IBKR驗證,但現在想遷移
    (臨時或永久)到備用手機上。

請根據您手機的操作系統點擊下方對應鏈接。右側是相關要求

  • 安卓最初用來激活應用程序的手機號
  • iOS手機PIN碼/指紋/FaceID+最初用來激活應用程序的手機號
 
注:如果您的使用者另外還有已激活的實物安全設備,那么在上述情況下(A B)您隨時都可以重新激活/遷移移動IBKR驗證(IB Key)。這樣就不需要最初用來激活應用程序的手機號,因為系統會在重新激活/遷移過程中自動提示您使用實物安全設備,而不會向您發送短信。
 

    如果不屬於上述情況,請撥打ibkr.com/support頁面列出的號碼聯系IB客服(安全登錄部門)申請臨時賬戶訪問。

     

參考:

  • 參見KB2879KB2260了解有關移動IBKR驗證(IB Key)的基本信息
  • 參見KB2260了解移動IBKR應用程序的安裝/激活/操作說明
  • 參見KB2278了解在蘋果手機上操作IB Key的說明
  • 參見KB2277了解在安卓手機上操作IB Key的說明 
  • 參見KB3279了解在另一手機上啟用了IB Key的情況下如何登錄移動IBKR

 

How to reactivate or transfer the IBKR Mobile authentication?

Overview: 

This article details the steps needed to reactivate the IB Key authentication 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 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 your IB Key on an Apple iPhone
  • See KB2277 for instructions on how to operate your IB Key on an Android smartphone: 
  • See KB3279 for instructions on how to log in to IBKR Mobile when IB Key is enabled on another phone

 

Multiple 2-Factor System (M2FS)

Overview

This page covers specific points on what the Multiple 2-Factor System (M2FS) is and how it functions. For general questions on the Secure Login System, please refer to KB1131.

 

Table of contents

 

What is M2FS?

M2FS allows any client to maintain more than one active security device at the same time. You no longer need to choose between a physical security device and the IBKR Mobile app as either can be used interchangeably. If you already possess an active security device, any further device activation will result in both devices remaining simultaneously active.

 

Back to top 

Activation

 

In case you currently use the Security Code Card / Digital Security Card+: if you use a physical security device, you may download and activate the IBKR Mobile app. Please refer to the directions for Android and iOS.

In case you currently use the IBKR Mobile app: If you use the IBKR Mobile app and have an account with a balance equal or greater than USD 500K, you qualify for the Digital Security Card+ . You may log in to Client Portal and request the DSC+ by following the instructions here.

 

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Operation

Once you have both a physical device and the IBKR Mobile app enabled, M2FS is represented by a drop-down menu upon login. You can now choose the device you wish to authenticate with, following the below steps:

1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If the credentials have been accepted, a drop down will appear, allowing you to Select Second Factor Device. If you log in to the TWS, please notice that the M2FS is supported from version 966.

TWS:

Client Portal:


 

2. Once you select a security device, you will now be presented with the corresponding screen for authentication. Refer to the directions for:

- IB Key via IBKR Mobile (iOS) 
- IB Key via IBKR Mobile (Android)
- Security Code Card
- Digital Security Card+
 

3. If the second factor authentication succeeds, the Log-in will now automatically proceed.

 

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Withdrawal limits

The device used to authenticate your withdrawal will define your withdrawal limits, according to the below table:

Security Device
used for Withdrawal

Maximum Withdrawal
Per Day

Maximum Withdrawal
in Five Business Days

Security Code Card1 USD 200,000 USD 600,000
IBKR Mobile app USD 200,000 USD 600,000
Digital Security Card1 USD 1,000,000 USD 1,500,000
Digital Security Card+ Unlimited Unlimited
Gold Device1 Unlimited Unlimited
Platinum Device1 Unlimited Unlimited

1: Represents a legacy device that is no longer issued.

Example: You have both the IBKR Mobile app and the Digital Security Card+ enabled and you need to withdrawal more than USD 200K. You can use either device to login to Client Portal but you will be required to use the Digital Security Card+ to confirm your withdrawal request.

 

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Benefits

M2FS provides even more flexibility to IBKR's Secure Login System by allowing you to choose what security device you want to authenticate with. In addition to the convenience of using a device which is trusted and routinely accessible, you can eliminate delays associated with authenticating at times a trade needs to be entered quickly.

 

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IBKR Mobile Authentication (IB Key) recovery

Background: 

The recovery procedure explained in this article is required in case:

A) You have reinstalled the IBKR Mobile app on the same smartphone
B) Your smartphone Operating System has been updated

 

Procedure:

In order to re-enable IB Key authentication via IBKR Mobile, please click on one of the below links, according to your smartphone Operating System

 

Apple iOS

  1. Launch the IBKR Mobile app. Whenever possible, the app will ask you to recover the setup. Tap Yes
  2. According to your phone hardware capabilities, you will be prompted to provide the security element originally used to secure the app (Fingerprint, Face ID, PIN). Please follow the on-screen instructions for this step
  3. If the reactivation has been successfully completed, you will see a confirmation message. Tap Done to finalize the procedure

 Back to top

 

 

Android

  1. Launch the IBKR Mobile app. Whenever possible, the app will ask you to recover the setup. Tap Recover Setup
  2. Review the Recovery directions and tap Continue
  3. Enter your credentials and tap Initialize Recovery
  4. You will receive an text message (SMS)containing an Activation Token. Enter it in the Activation Code field. According to your phone operating system and hardware capabilities, you might be prompted to provide as well the security element you originally used to secure the app (PIN, Fingerprint). Once done, tap Submit
  5. If the reactivation has been successfully completed, you will see a confirmation message. Tap Done to finalize the procedure
     

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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

Cache Maintenance for IB apps on Android

Background: 

This procedure has proved to work as a solution for several issues, since it produces a complete reset of the malfunctioning IBKR app.

 

For Android OS 6.0 (Marshmallow) and higher

1.  Go to your phone's Settings Menu

2.  Below the Phone section, select Applications MOVED TO... Application Manager
Select Applications  Application Manager
 

3.  Scroll down and select the corresponding IB app which needs to be reset.

 

4.  Tap on Storage

 

5.  Tap on Clear Data MOVED TO... OK
   
 

6.  Confirm Data has been cleared.

 

7.  Reboot the phone

8.  Re-Launch app

 

 

For Android OS 5.0 (Lollipop) and previous versions

  1. Go to your phone Settings Menu
  2. Below the Device section, select Apps
    Select Apps
     
  3. Scroll down and select the corresponding IB app which needs to be reset.
      
     
  4. Tap on Clear data MOVED TO... OK
    Clear App data  Delete app data -> OK
     
  5. Confirm Data has been cleared
    Confirm Data cleared
     
  6. Reboot Phone
  7. Re-Launch app


Note: If after clearing the cache, manually adjusting the permissions and restarting your Android Device, the issue persists, please contact IB Customer Service  for further troubleshooting.


Related Articles:

  • For IB Key on Android overview refer to KB2277
  • For IB Key Recovery process on Android refer to KB2748

 

安全設備相關信息與程序

目錄

 

 

通過移動IBKR進行IB Key驗證

 

  • 有關移動IBKR驗證的一般信息:KB2879、KB2260
  • 如何在蘋果手機上操作IB Key:KB2278
  • 如何在安卓手機上操作IB Key:KB2277
  • 在另一手機上啟用了IB Key的情況下如何登錄移動IBKR:KB3279
  • 如何將IB Key/移動IBKR驗證遷移至新手機:KB3073
  • 移動IBKR驗證(IB Key)恢復:KB2748
 
 

數碼安全卡+(DSC+)

 
  • 如何操作DSC+:KB2634
  • 如何更改DSC+的PIN碼:KB1018
  • 如何讓兩個或兩個以上使用者共享安全登錄設備:KB2481
  • 數碼安全卡+(DSC+)遺失、損壞或需要備用設備的情況下,如何請求替換設備:KB1943
  • 如何將有缺陷的DSC+退還給盈透證券:KB975
  • 如何在已有DSC+的情況下激活移動IBKR驗證:KB2260

 

   安全代碼卡(SCC)

 

 
  • 如何使用安全代碼卡:KB1042
  • 如何激活移動IBKR驗證作為SCC的替代:KB2260
  • 如何讓兩個或兩個以上使用者共享安全登錄設備:KB2481

 

 

SMS

  • 如何啟用并使用SMS進行雙因素驗證:KB3196
  • 如何激活移動IBKR驗證作為SMS的可靠替代,排除無限運營商問題的干擾:KB2260
  • 如何在發生SMS或移動運營商故障的情況下使用語音回呼接收登錄驗證代碼:KB3396

 

 

在線安全代碼卡

  • 找不到安全設備的情況下如何申請在線安全代碼卡:KB1873

 

 

 臨時碼

  • 找不到雙因素設備或設備遺失的情況下如何獲取臨時替代:KB70
  • 臨時雙因素訪問可以持續多久:KB69

 

 

 

一般程序

  • 安全登錄系統概覽:KB1131ibkr.com/sls 
  • 多元雙因素驗證系統(M2FS):KB2895
  • 如何重新注冊安全登錄系統:KB2545
  • 退出安全登錄系統后的安全注意事項:KB1198
  • 安全設備相關費用:KB1861
  • 如何排除客戶端登錄故障:KB1132
  • 如何排除交易平台登錄故障:KB1133

 

Information and procedures related to Security Devices

 

Table of Contents

 

 

IB Key authentication via IBKR Mobile

 

  • General information about IBKR Mobile Authentication: KB2879, KB2260
  • How to operate your IB Key on an Apple iPhone: KB2278
  • How to operate your IB Key on an Android smartphone: KB2277
  • How to log in to IBKR Mobile when IB Key is enabled on another phone: KB3279
  • How to migrate the IB Key / IBKR Mobile authentication to a new smartphone: KB3073
  • IBKR Mobile Authentication (IB Key) recovery: KB2748
 
 

Digital Security Card+ (DSC+)

 
  • How to operate your DSC+:  KB2634
  • How to change the PIN code of a DSC+: KB1018
  • How to share the Security Login Device between two or more users: KB2481
  • How to request a Digital Security Card+ (DSC+) replacement if lost, broken or as a second device: KB1943
  • How to return a defective DSC+ to Interactive Brokers: KB975
  • How to activate the IBKR Mobile authentication to setup in addition to your DSC+: KB2260

 

   Security Code Card (SCC)

 

 
  • How to use your Security Code Card: KB1042
  • How to activate the IBKR Mobile authentication as a secure replacement to the SCC: KB2260
  • How to share the Security Login Device between two or more users: KB2481

 

 

SMS

  • How to enable and use SMS as a Two-Factor Authentication method: KB3196
  • How to activate the IBKR Mobile authentication as a reliable replacement to SMS, indepedent of wireless carrier issues: KB2260
  • How to use Voice callback for receiving login authentication codes in case of an SMS or mobile carrier outage: KB3396

 

 

Online Security Code Card

  • How to request an Online Security Code Card in case you misplace your security device: KB1873

 

 

 Temporary Code

  • How can I get a temporary replacement for my two-factor device, if misplaced or lost: KB70
  • How long will my temporary two-factor access last: KB69

 

 

 

Common procedures

  • Overview of the Secure Login System: KB1131 or ibkr.com/sls 
  • Multiple Two-Factor Authentication System (M2FS): KB2895
  • 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

 

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