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在同一台手機上重新安裝移動IBKR驗證程序（IB Key）

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：

要重新啓用移動IBKR驗證程序（IB Key），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。點擊是
  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. 重新激活順利完成後，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，然後點擊繼續
  3. 輸入用戶名和密碼，然後點擊初始化恢復
  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）。完成後，點擊提交
  5. 重新激活順利完成後，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瞭解如何使用移動IBKR驗證程序（IB Key）
  • 參見KB3073瞭解如何將移動IBKR驗證程序（IB Key）遷移到新手機

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

 

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 1,000,000 USD 1,000,000
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) Reinstallation on the Same Phone

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 IBKR Mobile Authentication (IB Key), 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
     

Back to top

 
 
References
  • See KB2260 for general instructions on how to use IBKR Mobile Authentication (IB Key)
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) 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

 

如何重新加入安全登錄系統

Overview: 

選擇了退出安全登錄系統（SLS）的客戶可能會面臨一定的風險且會受到某些限制（如不能交易粉紙市場和場外櫃檯交易系統股票）。考慮到這些因素以及SLS提供的保護，您可能會决定重新完全加入安全登錄系統。下述文章提供了完成此操作的詳細步驟說明。

Background: 

請注意，要修改安全設置，您的使用者需具有適當的訪問權限。如果您的使用者沒有權限更改安全設置，系統會給您一則通知並向您指出具備該等權限的使用者。

要重新加入安全登錄系統，請按以下步驟操作：

1. 打開瀏覽器，訪問網頁ibkr.com.

2. 點擊登錄> 客戶端登錄
 
3. 輸入您的登錄信息幷使用安全設備完成驗證
 
4. 在左側菜單中，點擊設置 > 用戶設置。然後，在安全框內，點擊安全登錄系統1旁的配置齒輪圖標
 
5. 您將看到一個標題爲“安全登錄設備”的框。在該框內，點擊配置“齒輪”圖標。您將跳轉至“交易無需安全登錄”設置。
 
6. 選擇"我希望登錄時始終使用安全登錄設備"旁的單選按鈕幷點擊繼續
 
7. 您會收到設置已更新的確認。點擊“確定”完成操作。

 

注

1. 如您使用的是舊版客戶端，請在頂部菜單點擊管理賬戶，然後點擊安全 > 安全登錄系統 >  安全登錄系統退出。然後選擇您的使用者對應的行旁邊的重新加入單選按鈕。

安全設備相關信息與程序

目錄

 

 

經由移動IBKR的移動IBKR驗證程序（IB Key）

 

  • 有關移動IBKR驗證程序（IB Key）的一般信息：KB2879、KB2260
  • 如何在蘋果手機上操作移動IBKR驗證程序（IB Key）：KB2278
  • 如何在安卓手機上操作移動IBKR驗證程序（IB Key）：KB2277
  • 在另一手機上啓用了移動IBKR驗證程序（IB Key）的情况下如何登錄移動IBKR：KB3279
  • 如何將移動IBKR驗證程序（IB Key）遷移至新手機：KB3073
  • 移動IBKR驗證程序（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况下，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+的情况下激活移動IBKR驗證程序：KB2260

 

   安全代碼卡（SCC）

 

 
  • 如何使用安全代碼卡：KB1042
  • 如何激活移動IBKR驗證程序作爲SCC的可靠替代：KB2260
  • 如何讓兩個或兩個以上使用者共享安全登錄設備：KB2481

 

 

SMS

  • 如何啓用幷使用SMS進行雙因素驗證：KB3196
  • 如何激活移動IBKR驗證程序作爲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况下使用語音回呼接收登錄驗證代碼：KB3396

 

 

在綫安全代碼卡

  • 找不到安全設備的情况下如何申請在綫安全代碼卡：KB1873

 

 

 臨時碼

  • 找不到雙因素設備或設備遺失的情况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：KB1131或ibkr.com/sls 
  • 多元雙因素驗證系統（M2FS）：KB2895
  • 如何重新注册安全登錄系統：KB2545
  • 退出安全登錄系統後的安全注意事項：KB1198
  • 安全設備相關費用：KB1861
  • 如何排除客戶端登錄故障：KB1132
  • 如何排除交易平臺登錄故障：KB1133

 

Information and Procedures Related to Security Devices

 

Table of Contents

 

 

IBKR Mobile Authentication (IB Key) via IBKR Mobile

 

  • General information about IBKR Mobile Authentication (IB Key): KB2879, KB2260
  • How to operate your IBKR Mobile Authentication (IB Key) for iPhone: KB2278
  • How to operate your IBKR Mobile Authentication (IB Key) for Android: KB2277
  • How to log in to IBKR Mobile when IBKR Mobile Authentication (IB Key) is enabled on another phone: KB3279
  • How to migrate the IBKR Mobile Authentication (IB Key) 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 (IB Key) as a reliable replacement to SMS, independent 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

 

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

 

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