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。

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.

說明：

1: 標准通信： TCP端口80| SSL通信： TCP端口443。

2: 本IB服務器主機不支持ping請求。

重要提示：如您通過企業網絡訪問客戶端，且企業網絡是通過負載平衡設備提供互聯網連接的，則您在登錄時或登錄后可能會收到會話已過期/無效及/或網頁內容丟失等錯誤信息。負載平衡器會將您的連出請求循環連至兩個或以上網絡界面以平衡網絡負載。由於該機制，您的HTTP請求會通過不同的IP地址達到我們的系統，從而使您的客戶端會話無效。
在這種情況下，請聯系您的網絡管理員或IT部門配置您的設備以繞過負載平衡器。這樣您的會話將繼續有效。
 

3：網關面向賬戶被分配至香港的服務器、但實際從中國大陸訪問的客戶。

How to test the connectivity using the automated "IB Connectivity Test" web page?

1) Click on this link: http://www.interactivebrokers.com/cgi-bin/conn_test.pl 

2) Please wait until all the tests have been completed and results have been displayed. If you see "Success" as outcome for all tests, your connectivity to IB Servers is reliable at the present moment. No additional connectivity troubleshooting or configuration should be needed.

3) If you see "Fail" as outcome for one or more test/s, please click on the link "Fail" itself in order to display the "IB Network Troubleshooting Guide". That section will help you conduct some manual tests to identify the cause of the failure.

Note for Corporative environments and Proxy server users: the automated "Connectivity Test" page may return misleading results in case your machine is accessing the Internet through a Proxy server. This usually happens if you are connected to a company network. If this is your case, we kindly ask you to contact your Network Administrator or your IT Team and ask them to perform a manual connectivity tests towards the destination servers indicated in the table on the top of the IB automated "Connectivity Test" web page itself. The manual connectivity test should be conducted using destination TCP ports 4000 and 4001. Should they prefer to have the server list in another format or should they need to set up the firewall / IP Management rules, you can forward them this page.