Operating your Digital Security Card+

The Digital Security Card (DSC) is a battery operated security device which generates a series of random codes to be entered along with your user name and password upon each log in attempt.  As physical possession of the DSC is required to obtain the codes and log in, the device effectively prevents hackers who may have compromised your computer or information from accessing your account.  Instructions for operating the DSC are outlined below. 

 

 

Step 1 -  When logging into your account, enter your user name and password as usual. If successful, a 6-digit Challenge Code will appear. 

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

Step 3 - Enter the 6-digit Challenge Code from the login screen (step A) into the device when the 'CHALLNG>' display appears, press the “OK” button and a response code will appear. 

Step 4 - Enter the 8 digits of the response code (Step C) into the login Screen. Select the Login button to proceed. 

Note that the buttons on your security cards are not touch sensitive and must to be pressed to operate.

  

Related Articles

KB1042 - Video instructions for logging in with the Secure Code Card

KB1942 - Reactivating the permanent Secure Login Device

KB1943 - Requesting a replacement Secure Login Device

KB1131  - Overview of the Secure Login System

 

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

  • 必須安裝在有Touch ID(指紋識別)或Face ID(人臉識別)的iOS設備上。
  • 設備的軟件必須為iOS 11.0或以上版本
  • 設備必須啟用了Touch ID、Face ID密碼這三者中的一個。建議使用Touch ID或Face ID。請參見設置Touch ID設置Face ID說明。
 回到頂部
 

安裝

您可直接從App Store將移動IBKR 下載到您的iPhone

從蘋果應用商店下載IB Key

如何從App Store下載移動IBKR:

  1. 點擊iPhone上的App Store App Store圖標圖標。
  2. 點擊右下角的搜索圖標(放大鏡),然后點擊頂部的搜索框,輸入移動IBKR然后點擊搜索
  3. 找到Interactive Brokers LLC移動IBKR,點擊右邊的獲取,然后點擊安裝
    (如有彈出窗口,則輸入您的Apple ID密碼或按壓您的指紋。)
  4. 安裝完成后,點擊打開以啟動移動IBKR程序。
        

 

回到頂部

 

激活

應用程序在設備上安裝完成后,您需要為想參加驗證計划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。

  1. 在您的手機上打開移動IBKR程序。如果收到一條詢問您是否允許接收IBKR通知的消息點擊允許

     
  2. 選擇注冊雙因素,查看操作說明,然后點繼續
        
  3. 輸入您賬戶的用戶名密碼,然后點擊繼續
            
  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后,點擊獲取激活短信
  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。然后點擊激活
           
  6. 系統會根據您手機的硬件功能,提示您提供或指定用於保護程序的安全要素(指紋、Face ID或PIN碼2)。請提供安全要素
         
  7. 如果激活成功,您將會看到確認頁面。點擊完成 以完成程序
     

移動IBKR驗證激活后,您便可關閉該程序。參見下方的用Touch ID操作用Face ID操作了解如何使用移動IBKR進行驗證。

注意:

  1. 您輸入的電話號碼必須不帶國家前綴,且只需輸入數字,無需添加空格或特殊字符。
  2. 恢復PIN碼將被用於啟用額外的使用者或在移動IBKR被卸載后重新啟用該應用。恢復PIN碼須包含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
 

用Touch ID操作

激活后,使用Touch ID進行移動IBKR驗證的操作如下:


重要提示:如果在操作移動IBKR驗證時沒有網絡連接,請參考如果我沒有收到通知怎么辦?


  1. 在交易平台或客戶端登錄界面輸入您的用戶名和密碼,點擊登錄。如正確,系統將向您的iPhone發送一條通知。
    雙因素驗證提示
     
  2. 檢查iPhone上的通知菜單并選擇移動IBKR應用程序通知。

     
  3. 選擇通知將啟動移動IBKR程序。將您注冊過Touch ID的手指放置在Home鍵上。如果Touch ID尚未激活,IB Key將提示您輸入密碼。
         

  4. 如驗證成功,系統將自動登錄。
    驗證后繼續登錄 

回到頂部
 

用Face ID操作

激活后,使用Face ID進行移動IBKR驗證的操作如下:
重要提示:如果在操作移動IBKR驗證時沒有網絡連接,請參考如果我沒有收到通知怎么辦?

  1. 在交易平台或客戶端登錄界面輸入您的用戶名和密碼,點擊登錄。如正確,系統將向您的iPhone發送一條通知。
    雙因素驗證提示
     
  2. 檢查iPhone上的通知菜單并選擇移動IBKR應用程序通知。

     
  3. 選擇通知將啟動移動IBKR程序。在您的iPhone上,目視屏幕以通過Face ID進行驗證。如果Face ID尚未激活,IB Key將提示您輸入密碼。
            

  4. 如驗證成功,系統將自動登錄。
    驗證后繼續登錄 

回到頂部
 
 

如果我沒有收到通知怎么辦?

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,請按以下步驟進行移動IBKR驗證: 

  1. 點擊如您未收到通知,點擊此處

     
  2. 點擊后會生成一個挑戰碼及一個文本框,供您輸入響應代碼。    
  3. 在您的智能手機上啟動移動IBKR,然后選擇驗證。將挑戰碼輸入到相應的框內。
        
  4. 如果是用Touch ID,則請將錄入指紋的手指放到Home鍵上。如果Touch ID尚未激活,移動IBKR將提示您輸入密碼。 此時將生成一個響應字符串。如果是用Face ID,則請跳過該步驟,前往下一步。
        
  5. 如果是用Face ID,則請目視屏幕。如果Face ID尚未激活,移動IBKR將提示您輸入密碼。 此時將生成一個響應字符串。
        
  6. 在登錄界面輸入您iPhone的響應字符串,然后點擊確定。 
  7. 如驗證成功,系統將自動登錄。
    登錄繼續

 

回到頂部

 

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

 

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然后點擊搜索
  3. 找到盈透證券集團移動IBKR,然后選擇該應用。
  4. 點擊右側的安裝
  5. 安裝完成后,點擊打開以啟動移動IBKR程序。

     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后,您需要為想參加驗證計划的用戶名激活該程序。該操作將完全在您的手機上完成,且要求聯網并能接收SMS(短信)。

1. 在手機上打開移動IBKR應用程序:

1.a. 如果是安裝后第一次打開移動IBKR,請直接進入第2步

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

1.c. 如果打開移動IBKR后顯示的是程序主頁、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2)。然后點擊賬戶號碼旁邊的服務(圖3)、進入第2步

圖1.                                                         圖2.                                                            圖3.

   

2. 點擊注冊雙因素,查看說明然后點擊繼續
 
 

3. 輸入您的IBKR賬戶用戶名密碼,然后點擊繼續


 

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后,點擊獲取激活碼


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,創建一個PIN碼2然后點擊激活
   
 

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。
 

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

 

注意: 

  1. 您輸入的電話號碼必須不帶國家前綴,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

激活后,您便可使用移動IBKR驗證登錄:
重要通知:如果在操作移動IBKR時沒有網絡連接,請參考如果我沒有收到通知怎么辦?

  1. 在交易平台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。
    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
    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。
     
     
  4. 如果驗證成功,交易平台或客戶端登錄程序將會自動進入下一步。
    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么辦?

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,但您仍可釆用手動挑戰/響應驗證方式(如下): 

  1. 在交易平台或客戶端登錄界面,點擊“如未收到通知,請點擊此處”
    如您未收到通知,點擊此處
  2. 屏幕上會顯示挑戰碼。
    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。
     
     
  4. 屏幕上會顯示一條響應字符串

     
  5. 在交易平台或客戶端登錄界面輸入響應字符串。然后點擊確定
    手動輸入響應字符串并點擊確定
     
  6. 如果驗證成功,交易平台或客戶端登錄程序將會自動進入下一步。
    IB Key驗證成功,TWS繼續登錄

 

回到頂部

 

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

 

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.
 Back to top
 

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
    (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.
        

 

Back to top

 

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 1.), 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 2.) 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 3.). Then tap Services on the top left (Figure 4.) and proceed with step 2.

Figure 1.                                                      Figure 2.
    

Figure 3.                                                      Figure 4.

    

2. Tap Register Two-Factor, review instructions then click Continue.

    

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

        

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.

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

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.
     

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

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 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.
    Two Factor Authentication Prompt
     
  2. On your iPhone, check your notifications panel and select the IBKR Mobile app notification.
     
     
  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.
         

  4. If authentication succeeds, the log in will now automatically proceed.
    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.
    Two Factor Authentication Prompt
     
  2. On your iPhone, check your notification menu and select the IBKR Mobile app notification.
     
     
  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.
            

  4. If authentication succeeds, the log in will now automatically proceed.
    Login proceeds after authentication 

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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 IBKR Mobile Authentication 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, 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.
        
  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.
    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.
  4. Tap on Install to the right.
  5. Once the installation completes, tap on Open to launch the IBKR Mobile app.

     Search for IB Key on Google Play Store   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 1.) 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 2.). Then tap Services at the top next to the account number (Figure 3.) and proceed with step 2.

Figure 1.                                                    Figure 2.                                                    Figure 3.

   

2. Tap Register Two-Factor, review instructions and then tap Continue.
 
 

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

 

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


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.
   
 

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

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 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.
Back to top
 

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.
    Two Factor Authentication Prompt
  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.
    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.
     
     
  4. If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.
    IB Key authenticate successful, TWS continues to login
 
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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".
    Click here if you do not receive the notification
  2. Challenge code will be displayed on the screen.
    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.
     
     
  4. Response String will be displayed.

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

 

如何要求替換安全設備

如果安全設備丟失、失竊或無法使用,請按下列步驟申請替換:

1. 通知客戶服務 - 您需要聯繫客戶服務安排替換設備並獲取臨時登錄權。請注意出於安全考慮,該服務僅能在電話核對過帳戶持有人身份後才能提供。核對過後,將為您分配臨時碼,這是您的永久設備隨機生成的密碼的靜態版,因此在登錄時需要與您的用戶名和密碼一起輸入。

2. 獲得在線安全密碼卡 - 臨時碼設有時限(2天內可以進入整個帳戶管理和交易平台,之後10天僅能進入帳戶管理部分區域),可供您登入帳戶管理替換為在線安全密碼卡。該卡提供更高級的安全性、帳戶管理的全部功能(包括取款)並可以讓您在不另聯繫客戶服務的情況下重新啟動永久設備。 請見KB1873瞭解獲取在線安全密碼卡的步驟說明。

3. 要求替換設備 - 啟動在線安全密碼卡時,頁面將顯示下列四個選項。選擇申請新的安全登錄設備並點擊繼續

接下來螢幕將顯示詳情如您將收到哪一種類型的替換設備、設備將寄到哪個地址以及預計郵寄日期和方式。如果您的替換設備要求輸入PIN碼才能啟動(如電子安全卡、金或白金設備),我們還會為您提供在線說明,指導您建立PIN碼並確定您的要求。

 

重要信息

- 作為安全預警,替換設備將在預計郵寄時間後短期內自動啟動。而在線安全密碼卡在郵寄日期之後也不會過期,我們強烈建議您在收到替換設備後重新啟動您的永久設備,以防止帳戶登錄受到干擾。重新啟動說明請見KB1942

- 如果您的設備丟失、損毀、失竊或帳戶關閉後未歸還,我們將收取一定費用以支付成本。該費用與設備功能相關,金額從20美元到150美元不等。

 

 

 

如何將我的安全設備歸還給盈透證券?

如果您要向盈透證券歸還*您的安全登錄設備(因損壞、破損、賬戶整合或關閉),請按下列說明操作:

  1. 下載并打印安全登錄設備歸還表格
  2. 完成表格并與設備一起包裝好;
  3. 將包裹郵寄到下面適用的地址

因為您要對設備的歸還負責,為保護您的利益,我們強烈建議您在歸還時使用加保護墊的信封和提供追蹤號碼的運輸服務(如UPS、FedEx、DHL或USPS的特快專遞)。在寄出包裹后請等待3-5個工作日,以便盈透在您的賬戶中反映已收到歸還的設備。請注意,時間可能因運輸服務的延遲而不同。

*目前須歸還的設備只有帶有IB3000xxx字樣序列碼的數碼安全卡+

寄回并更換設備的額外要求
如果歸還是為了替換設備而不是關閉賬戶,請撥打以下電話聯系我們的技朮支持部門,通知我們您的設備無法使用,我們會向您提供臨時碼供您進入賬戶,直到您收到新的安全登錄設備。盈透提供多種設備類型,與每種類型相關的替換說明如下:

對於數碼安全卡+(DSC+)用戶:
如您想歸還數碼安全卡+(圖1所示)并需要更換設備,則您需登錄客戶端并請求全新的DSC+(點此查看說明。)

圖1

 Digital Security Card+ 

對於安全代碼卡用戶:

此類設備(圖4)不需要歸還給IBKR,您可撕碎后丟棄。如您需要更換設備,我們建議您通過移動IBKR(點此查看說明)激活IB Key驗證。

圖4

Security Code Card

 

郵寄地址和聯系方式:

美國 / 加拿大
歐洲
郵寄地址:
Interactive Brokers, LLC.
Attn: Token Return Department
3 Pickwick Plaza
Greenwich, CT 06830
USA

美國聯系方式:
1 (877) 442-2757(免費)
1 (312) 542-6901(直撥)

加拿大聯系方式:
1 (877) 745-4222(免費)
1 (514) 847-3499(直撥)
郵寄地址:
Interactive Brokers(U.K.)LTD.
Attn: Token Return Department
Gotthardstrasse 3
CH-6301 Zug
Switzerland


歐洲聯系方式: 
00800-42-276537(免費)
+41-41-726-9500(直撥)

俄羅斯聯系方式:
8-800-100-8556(免費)
+41-41-726-9506 (Pyсский)
亞洲
澳大利亞
郵寄地址:
Interactive Brokers, LLC.
Attn: Token Return Department
Suite 1512,
Two Pacific Place
88 Queensway Admiralty 
Hong Kong

聯系方式:
+852-2156-7907 (廣東話)
+86 (21) 6086 8586 (普通話)
郵寄地址:
Interactive Brokers, LLC.
Attn: Token Return Department
PO Box R229
Royal Exchange, NSW, 1225
Australia


聯系方式:
+61 (2) 8093-7300
日本
郵寄地址:
Interactive Brokers Securities Japan, Inc.
Attn: Token Return Department
Kasumigaseki Building 25F,
2-5 Kasumigaskei 3 Chome, 
Chiyoda Ku, Tokyo 100-6025
Japan

聯系方式:
+81 (3) 4588 9710 直撥(英語)
送り先:
インタラクティブ‧ブローカーズ証券株式會社  
〒100-6025
東京都千代田區霞ヶ関3-2-5
霞ヶ関ビルディング25階
セキュリティデバイス部 
接觸:
+81 (3) 4588 9700 直通 (日本語)

 

關閉賬戶
在您歸還設備并關閉了賬戶后,仍可以進入客戶端查看并/或打印活動報表和稅表。關戶后,您不需要安全設備,只需要輸入用戶名和密碼便能登錄。

如您對安全設備有任何疑問,可通過上方表格中列出的號碼聯系我們的賬戶安全部門。
 
安全設備丟失、失竊、損壞的替換費用、或關戶后不歸還的費用請見KB1861

 

How to request a Digital Security Card+ (DSC+) replacement

Overview: 

The below steps are required in order to:

  • Replace a Digital Security Card+ which has been lost, stolen or has become inoperable
  • Request a Digital Security Card+ alongside your current security device (if you are a new or existing Client with equity above $500,000, or equivalent)
Background: 

1. Notify IBKR Client Services- Contact IBKR Client Services to obtain a temporary account access. This service can only be provided via telephone and requires the identity of the account holder to be verified, as detailed in KB70.

2. Obtain an Online Security Code Card - Activate an Online Security Code Card, which offers enhanced protection and full Client Portal functionality for an extended period of 21 days. Please consult KB1873 should you need guidance for this specific step.

3. Request the DSC+ replacement - Once you have completed the Online Security Code Card activation, please remain in the Secure Login System section of the Client Portal and order your replacement DSC.

 

Request a DSC+

1. Click on the button Request Physical Device.

2. The shipping address will be shown in the device information screen. If your address is outdated or invalid, you can amend it by clicking on Change Address and following the on-screen instructions. If you do not need to update your address, please proceed to step 3.

3. Enter a four-digit Soft PIN1 for your DSC+. Please make sure to remember the PIN you are typing since it will be necessary to activate and to operate your device. When applicable and desired, you may change the account on which the 20 USD deposit will be kept on hold2.  Complete this step by clicking on Continue.

4. The system will show you a summary of your selection. Please make sure the information displayed is correct. Should you need to perform changes, click on the white Back button under the information field (not your browser back button), otherwise submit the request by clicking on Continue.

5. You will receive a final confirmation containing the estimated shipment date3. Click on Ok to finalize the procedure.

Notes

1. For PIN guidelines, please consult KB2269.

2. The Security token and the shipment are both free of charge. Nevertheless, when you order your device, we will freeze a small amount of your funds (20 USD).  If your device is lost, intentionally damaged, stolen or if you close your account without returning it to IBKR, we will use that amount as a compensation for the loss of the hardware. In any other case, the hold will be released once your device has been returned to IBKR. More details on KB1861.

3. For security reasons, the replacement device is set to auto-activate within three weeks from the shipment date. IBKR will notify you when the auto-activation is approaching and when it is imminent.

 

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

 

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