c. 埠4000/4001被禁。在酒店、咖啡廳等公共網路環境下這些埠常常無法訪問,因此需解鎖這些埠來應用入站/出站TCP協議。此外,如果您的電腦連接了路由器,則路由器上也需打開這些埠。*
重要提示:如您無法通過以上信息解决賬戶登錄的問題,請聯繫您當地的客戶服務中心。需注意的是,出于安全考慮,所有協助登錄的請求必須通過電話發起,因爲協助登錄賬戶要求事先驗證賬戶持有人的身份。您可通過以下鏈接瞭解客服中心列表、電話號碼及服務時間:ibkr.com/support
請確保未使用“大寫鎖定”鍵,因爲用戶名需區分大小寫且須以小寫格式輸入。
重要安全提示:如果賬戶在24小時內連續10次登錄客戶端失敗,賬戶將被鎖定,不論之後是否使用了正確的用戶名和密碼組合嘗試登錄。鎖定賬戶是爲了防止黑客隨機嘗試以猜測密碼的一種安全措施,在最後一次嘗試登錄失敗後的24小時賬戶都將處于鎖定狀態。
如果您覺得您的賬戶由于連續登錄失敗已被鎖定或即將被鎖定,則您需通過電話聯繫您所在區域的客服中心獲取幫助。請注意,有關賬戶登錄方面的問題必須通過電話聯繫客服,待賬戶持有人的身份驗證通過後方能向您提供協助。
a. 如您使用的是臨時密碼,請注意字母區分大小寫且必須以大寫格式輸入
b. 如您使用的是安全卡或電子密碼設備,請注意字符之間無空格
出于安全考慮,所有與用戶名及/或密碼相關的請求必須通過電話發起,且須事先驗證賬戶持有人的身份。應向所在區域的客服中心發起請求。
4. 安全設備暫時不在我身邊
如您的安全設備暫時不在身邊,您可通過電話聯繫您所在地區的客服中心,在驗證您的身份後,我們會向您提供一個臨時密碼,供您臨時訪問賬戶。
臨時密碼是一個靜態的包含字母與數字的代碼,能代替通過您的安全設備隨機生成的代碼,可供您在2天內完整登錄客戶端或交易平臺。如您需更長時間的臨時訪問權限,以及提高賬戶的安全保障,我們建議您使用臨時密碼登錄客戶端,然後將在綫安全卡打印出來——在綫安全卡最長可在3周內代替您的安全設備。
如果臨時密碼或在綫安全卡過期了,或您重新拿到了您的安全設備,那麽您需要登錄客戶端幷選擇菜單選項來重新激活您的安全設備。
5. 我的安全設備遺失或損壞了
如果您的安全設備遺失或損壞了,您將需要聯繫我們的客服中心請求更換安全設備或申請臨時訪問權限。視您居住的國家/地區不同,運輸替換設備需要3-14天,因此我們會通過在綫安全卡向您提供臨時訪問權限。拿到臨時密碼訪問客戶端後,您可將在綫安全卡打印出來或作爲圖片保存至您的電腦桌面上。
6. 我獲得的臨時密碼已過期
臨時密碼可供客戶在2天時間內完整登錄客戶端或交易平臺。2天后,您將無法使用臨時密碼登錄交易平臺,但仍可在10天內使用該密碼登錄客戶端。然而,登錄客戶端後只能打印或保存在綫安全卡而無法進行其它操作。
如您仍可使用臨時密碼登錄客戶端,您可打印或保存在綫安全卡,然後在之後的21天內通過該卡完整登錄客戶端或交易平臺。如您無法登錄客戶端,請聯繫您所在地區的客服中心尋求幫助。
7. 我獲得的在綫安全卡已過期
使用在綫安全卡完整登錄客戶端及交易平臺的有效期爲21天。儘管時間有限,但這段時間應足够賬戶持有人重新拿到之前不在身邊的安全設備或申請拿到替換設備。
如您無法使用在綫安全卡登錄,請聯繫您所在地區的客服中心尋求幫助或了解您永久安全設備的狀態信息。
對于美國居民,實體安全設備會在2天內寄送至您賬戶登記的地址,其它地區的賬戶則需要2周。請注意,如賬戶持有人未手動激活永久設備,則設備在一定的時間後將自動激活。如果是這種情况且您在登錄賬戶時遇到了困難,請致電1-877-442-2757聯繫我們的技術協助部門。
如果您仍可使用臨時密碼登錄客戶端,則您可打印或保存在綫安全卡幷通過該卡在21天內完整登錄客戶端及交易平臺。
如您無法登錄客戶端,請聯繫您所在地區的客服中心尋求幫助。
10. 我已拿到了安全設備,想要激活
要激活替換設備或激活暫時不在身邊而需申請臨時密碼的設備,您需要登錄客戶端幷選擇重新激活安全設備菜單選項。重新激活後,臨時密碼及在綫安全卡都將失效。
重新輸入您的用戶名幷確保您未輸入空格或字母和數字以外的字符(如!@#$%^&*(.,”:...等)。
Click on the link below which best describes your situation:
a. If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format
b. If operating a security card or electronic device, note that there are no spaces between characters
c. Ports 4000/4001 are being blocked. These ports are often blocked from public connections such as hotels, cafes, etc. and required to be open to accommodate Inbound/Outbound TCP protocol. In addition, if you have a router connected to your computer, these ports must be open on the router.*
*Please click here to check your connectivity status: IBKR Dedicated Connectivity Test Page.
Click on the link below which best describes your situation:
IMPORTANT NOTE: If you are unable to resolve your account access issue from the information above, please contact your local Client Services Center. Also note that for security purposes, all requests for login assistance must be initiated via telephone as it requires prior verification of the account holder's identity. A listing of Client Services Centers, contact numbers and hours of operations may be found via the following website link: ibkr.com/support
1. Receiving “Invalid user name password combination” message.
Make sure that the Caps Lock key is not on as user name is case sensitive and is required to be input in lower case format.
IMPORTANT SECURITY NOTICE: If an account experiences 10 consecutive failed Client Portal login attempts within any 24-hour period, it will be locked out from login regardless of subsequent attempts using the correct user name and password combination. This lock out, intended as a security measure to prevent hackers from random attempts to guess the password, will remain in force until 24 hours have passed since the last unsuccessful log in attempt.
If you believe that your account has or is about to be been locked due to consecutive failed login attempts, you will need to contact to contact your regional Client Services Center via telephone for assistance. Note that assistance for log in matters is only provided via telephone and after the identity of the account holder has been verified.
2. Receiving “Login failed” message upon entering security device values
a. If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format
b. If operating a security card or electronic device, note that there are no spaces between characters
3. I’ve forgotten my user name and/or password
For security purposes, all requests for assistance with a user name and/or password must be initiated via telephone and require prior verification of the account holder’s identity. Requests are to be directed to one of the regional Client Services Center.
4. I’m temporarily without possession of my security device
If you are temporarily without possession of your security device, interim access may be provided by contacting your regional Client Services Center via telephone where, once your identity has been verified, you will be provided with a temporary passcode.
The temporary passcode is a static alpha-numeric code which replaces the randomly generated code provided through your security device and which will provide full access to Client Portal and the trading platforms for 2 days. Should a lengthier period of interim access be necessary, and to obtain enhanced protection, it is recommended that you use the temporary passcode to log into Client Portal and print out the on-line security card which will operate as a replacement to your security device for up to 3 weeks.
After the expiration of the temporary passcode or on-line security card, or if you regain possession of your security device beforehand, you will need to log into Client Portal and select the menu option to re-activate your security device.
5. My security device has been lost or damaged
In the case of a lost or damaged security device, you will need to contact our Client Services Center to arrange for a replacement and to provide for interim access. As the time frame for shipping a replacement device may range form 3 to 14 days depending upon your country of residence, interim access is provided via an on-line security card. The on-line security card may be retrieved for printing or saving as an image to your desktop once a temporary passcode has been provided for Client Portal access.
6. I’ve been issued a temporary passcode which has expired
The temporary passcode is intended to provide full access to both Client Portal and the trading platforms for a period of 2 days. After 2 days, the temporary passcode may no longer be used to access the trading platforms but may be used to access Client Portal for an additional period of 10 days. The Client Portal access, however, is limited solely for the purpose of printing or saving the on-line security card.
If your window of access to Client Portal using the temporary passcode remains, you may print or save the on-line security card through which full access to both Client Portal and the trading platforms is provided for a period of 21 days. If you are unable to log into Client Portal, you will need to contact your regional Client Services Center for assistance.
7. I’ve been issued an online security card which has expired
The on-line security card is intended to provide full access to both Client Portal and the trading platforms for a period of 21 days. This time frame, while limited, is intended to provide sufficient opportunity for the account holder to either regain possession of a temporarily unavailable security device or request and receive a replacement device.
If you are unable to log in using the on-line security card, you will need to contact your regional Client Services Center for assistance and to provide information as to the status of your permanent security device.
8. I’m awaiting delivery of my physical security device and can now no longer log into my account
Depending upon your location, the physical security device should be delivered to the address of record on your account within 2 days in the case of US residents and within 2 weeks for all other accounts. It’s important to note that the permanent devices are set to automatically activate after a set time frame if not yet manually activated by the account holder. If this is the case and you encounter difficulties logging into your account, please contact our Technical Assistance Department at 1-877-442-2757.
9. I am able to log into Client Portal with my temporary passcode but not the trading platform.
If your window of access to Client Portal using the temporary passcode remains, you may print or save the on-line security card through which full access to both Client Portal and the trading platforms is provided for a period of 21 days.
If you are unable to log into Client Portal, you will need to contact your regional Client Services Center for assistance.
10. I am in possession of my security device and wish to activate it.
To activate either a replacement device or one which was temporarily unavailable and which required issuance of a temporary passcode, you will need to log into Client Portal and select the reactivate security device menu option. Once reactivated, neither the temporary passcode nor on-line security card will remain operable.
11. Receiving “BAD CHARACTER” message after entering my user name.
Re-enter your user name and make sure that you do not include any spaces or characters which are not either alpha or numeric (e.g. !@#$%^&*(.,”:...etc.).
Corporate environment have usually restrictive firewall rules that may limit or block access to external resources. In order to run the TWS in such environments, you would need to contact your IT / Networking department and have them consider the TWS connectivity requirements described in the section "DESKTOP TWS" of KB2816.
IB maintains a trade order desk within each of its US, European and Asian Customer Service Centers, effectively providing 24 hour support for phone orders. Traders should note that the order desk facilitates closing market orders only and such orders are assessed a Telephone Order fee of USD 30, or equivalent, in addition to all regular commissions. A listing of phone numbers for each of the Service Centers which we recommend you print and maintain in the event you experience an Internet outage may be found here.
For some support related issues, obtaining a screenshot may provide valuable information that will assist us with resolving the issue being experienced. The following page describes two different methods of creating a screenshot.
For traders not using the TWS, the following describes the process of creating a screenshot and attaching it to a web ticket to submit to Client Service.
To provide an image of your full computer screen select and hold down the ‘Ctrl’ key and then the ’Print Screen‘ key (located in the upper right corner of the keyboard).
For an image of a single window within your screen select and hold down the ‘Alt’ key and then the ‘Print Screen’ key
Next, open a text or image editing program such as Microsoft Word to ‘paste’ and save the shot you’ve just created. Once the program has opened select and hold down the 'Ctrl' key and then hit the “V” key. Verify that this is the image you wish to send and then save the document to your computer. Log in to Advisor Portal and select the Message Center from where you can create a new web ticket and attach your document.
Traders using the TWS software can use keyboard combinations to capture snapshots of their screen and upload them to assist with support issues.
To create a snapshot of the TWS screen and upload the log file please use the keyboard combination associated with the type of machine being used;
A window will appear allowing the trader to enter text and check the screenshot box to include an image of the computer screen.
After pressing submit, the following window will appear to acknowledge that the files have been uploaded.