Général:

La carte temporaire de sécurité sert comme dispositif de sécurité de transition. Elle est mise à disposition des usagers qui ne disposent pas d'un dispositif de sécurité permanent et ont reçu un code de sécurité temporaire. Une fois que vous aurez reçu ce code temporaire, nous vous recommandons de vous connecter à la Gestion de Compte et d'activer la carte temporaire de sécurité qui offre les avantages suivants :

- Une protection renforcée contre le piratage sur internet grâce à l'attribution de code d'accès aléatoires;

- Un délais prolongé (21 jours contre 2 jours avec le code d'accès temporaire) pour sécuriser et réactiver le dispositif de sécurité permanent, après quoi la carte temporaire peut être éliminée;

- Des retraits et changement d'information sans les restrictions imposées aux utilisateurs du code d'accès temporaire;

- Elle peut être obtenue et imprimée directement à partir de la Gestion de compte et permet une ré-activation du dispositif de sécurité permanent sans devoir contacter le Service Clientèle.

Obtenir la carte dans la Gestion de compte - instructions étape par étape :

(Si le menu de votre Gestion de compte se trouve en haut) :

1. Sélectionnez  Configuration du compte> Securité puis Système d'accès sécurisé ( dans la version anglaise de la Gestion du compte: Manage Account> Security puis Secure Login System)

2. Cliquez sur (Oui, je souhaite utiliser le système d'accès sécurisé puis Continuer (version anglaise: Yes, I want to participate in the Secure Login System puis Continue)

3. Vous verrez alors une image de la carte temporaire de sécurité. Cliquez sur l'option Imprimer (Print) située u dessous de la carte de sécurité (ou faites un clic droit avec la souris pour sauvegarder l'image).

4. Cliquez sur l'option Confirmer (Confirm) pour activer la carte. Deux valeurs s'afficheront.

5. Trouvez le code numérique à trois chiffres qui correspond au numéro affiché (comme indiqué ici avec le chiffre 1). Tapez ce code dans le champ. Faites de même pour le deuxième code numérique et tapez le deuxième code sans laisser d'espace. 

6 Cliquez sur Soumettre (Submit)

7. Une fois que vous aurez activé votre carte, vous recevrez une date d'expiration ainsi que l'option de procéder à d'autres tâches.

Cliquez sur KB1042 pour voir une vidéo sur la connexion avec une carte de sécurité

Cliquez sur KB1942 pour voir comment réactiver une carte de sécurité permanente 

Cliquez sur KB1943 pour voir comment remplacer une carte de sécurité

(Si le menu de votre Gestion de compte se trouve à gauche)

1. Sélectionnez User Management puis Secure Login System;

2. Cliquez sur 'Yes, I want to participate in the Secure Login System'

3. Vous verrez alors une image de la carte temporaire de sécurité. Cliquez sur l'option 'Print' située dans le coin supérieur droit (ou faites un clic droit avec votre souris pour sauvegarder l'image sur le bureau).

4. Cliquez sur l'option 'Confirm' pour activer la carte. Deux valeurs s'afficheront.

5. Trouvez le code numérique à trois chiffres qui correspond au numéro affiché. Tapez ce code dans le champ. Faites de même pour le deuxième code numérique et tapez le deuxième code sans laisser d'espace.

6 Cliquez sur 'Submit'

7. Une fois que vous aurez activé votre carte, vous recevrez une date d'expiration ainsi que l'option de procéder à d'autres tâches.

IMPORTANT NOTE: This article has been customized for use by self-directed Individual Retirement Account (IRA) owners for information purposes only.  Persons are encouraged to consult a qualified tax professional with the investments and elections within the IRA.   IB does not provide tax advice.  For detailed information regarding IRAs, you may consult the IRS Publication 590.

Through Delaware Charter and Trust Company, doing business as Principal Trust Company, Interactive Brokers offers a variety of Individual Retirement Accounts (IRAs).  This resource center provides a central navigation into the resources, procedures and Account Management navigation of the retirement accounts below. 

Important IRA dates to consider are listed below.

Important Notice - Select 2012 Tax Reporting for key information with 2012 transactions and tax reporting in your IRA.

Account Management IRA Reference

Account Management IRA Tab

Beneficiary Options

Charitable Distributions

Conversions to a Roth IRA

Direct Rollovers - How & When

Frequently Asked Questions

Recharacterizations from a Roth IRA

Required Minimum Distributions

Rollover Rules & Conditions

Understanding Tax Forms

Important Dates To Consider   

Please check the calendar often.  Some dates subject to change.

Jan. 31:  RMD Notice - Required Minimum Distribution notices sent to account holders age 70 1/2 by December 31.   

                Tax Form 1099-R - IB posts the tax forms which confirm prior year distributions.

                2012 Charitable Distribution - Last date for eligible distributions to to be recharacterized as made on December 31, 2012.  Also, the final date to transfer December 2012 distributions to a qualified charity as a qualified charitable distribution.

Apr. 15:  Excess Contributions - IRS Deadline to withdraw excess IRA contributions for the prevous tax year.

                IRA Open/Funding - Deadline to establish and fund an IRAs for the previous tax year.

                Roth/Traditional Contribution - Deadline for prior tax year IRA contributions.

                SEP - Deadline for prior tax year employer and employee non-elective contributions.

May 31:  Tax Form 5498 - IB posts the tax forms which confirm prior year contributions.

Sept. 30: IRA Beneficiary - IRS cutoff to identify "designated beneficiary" of previous year deceased IRA owners.

Dec. 27:  RMD- Interactive Brokers cut-off to submit a Required Minimum Distribution as 2012 distribution.

                Distributions - Interactive Brokers cut-off to submit a 2012 IRA distribution.

 IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

Below you will find the instructions on how to take a picture and send it to IB per email with the fllowing smartphone operating systems:

iOS (iPhone)

Android (i.e. Samsung Galaxy, HTC One X, Sony Xperia, Motorola Droid)

Windows Phone (i.e. Nokia Lumia, HTC Titan, Samsung Focus)

 If you already know how to do so, please consult the instructions about the information you will need to send us aside from the document picture. Click HERE - Where to send the email to and what to include in the subject.

iOS
1. Press the power button to turn your iPhone screen on. Tap, hold and slide upwards the
Camera icon on the bottom right of your screen then drag it upwards to access the Camera.

- If you do not have the Camera icon, you may access the Camera app from the home screen
of your iPhone.
2. Place your iPhone above the document and take the desired portion or page of the document
and tap on the Camera button (designated with 1 on the below illustration - Fig. 3) to take a
photo. Then you need to access the picture - tap the image in the lower left-hand corner (number 2 in the
illustration)

3. Exit to the home screen by pressing the round Home button on the face of the iPhone.
4. Open the Photos app
5. Next, tap the album ‘Camera Roll’. Make sure that the picture is clear and the document
is well legible, if it isn’t, please repeat the previous two steps.
6. Touch once the picture to make the menus appear and tap the share icon
designated with 1 in the illustration below.

5. Select the first option - Email Photo. Please consult the following instructions for the next step - what address you should send the picture to and what else to include aside from the document, HERE.
Note: to send emails your phone has to be configured for that. Please contact your email
provider if you are not familiar with this procedure.

Android
1. Open your applications list and start the camera app. Depending on your phone model, make or setup it might be called differently.
2. Place your phone over the document and take the desired portion or page of the document and
tap the icon for the camera. (The generic button will look like the one shown below.)

3. Press the Home key to go back to the idle screen. Go back to the apps list and start the Gallery
application. On some phones it may be called Pictures or Photos.
4. Open the album called Camera or All pictures. The last image in either of those should be the
document you just took a picture of. Tap the screen once to bring up the buttons and tap the share
icon, which generically should look as shown below.

5. In the sharing menu that will be displayed now tap on Email. Please consult the following instructions for the next step - what address you should send the picture to and what else to include aside from the document, HERE.
Note: to send emails your phone has to be configured for that. Please contact your email
provider if you are not familiar with this procedure.

Windows Phone
1. Press the camera button in the Desktop menu of Windows phone. (If you do
not see the camera in the desktop menu, please scroll to the right and choose
camera in the listed applications)
2. Take a picture by pressing the trigger button on the side of the phone.
3. Open the picture by scrolling to the left and press the ‘...’ menu item
at the bottom task bar to see the available options.
4. Please choose send and the configured Email account you would like to use.
5. In the upcoming email, please add the destination email address, the
subject and the text you would like to send and press the ‘Send email’ button in
the bottom menu. Please consult the following instructions for the next step - what address you should send the picture to and what else to include aside from the document, HERE.
Note: to send emails your phone has to be configured for that. Please contact your email
provider if you are not familiar with this procedure.

WHERE TO SEND THE EMAIL AND WHAT TO INCLUDE IN THE SUBJECT
The email has to be created observing the below instructions:
1. In the ‘To:’ field type...
a. newaccounts@interactivebrokers.com if your you are a resident of a non-European country
b. newaccounts.uk@interactivebrokers.co.uk if you are a European resident
2. The subject field must contain all of the below:
a. Your account number (it usually has the format Uxxxxxxx, where x are numbers) or your
username
b. The purpose of sending the document. Please use the below convention:
i. PoRes for a proof of residential address
ii. PID for a proof of identity

I titolari di conto che al momento si trovano con il Sistema di Login Sicuro in stato transitorio hanno un intervallo di tempo limitato (2 giorni con il codice di accesso temporaneo; 21 con la Carta con i Codici di Sicurezza Online) per ottenere e ri-attivare il loro dispositivo permanente. Allo scadere di questo periodo di tempo, l'accesso sarà sospeso e sarà necessaria l'assistenza del Servizio Clienti. Tuttavia, se si è ritornati in possesso del dispositivo di sicurezza permanente o del suo rimpiazzo prima dello scadere del suddetto intervallo di tempo, sará possibile riattivarlo senza necessitá dell'assistenza del Servizio Clienti, seguendo questa procedura:

Accedere alla pagina della Gestione del Conto usando il suo codice di accesso tremporaneo o la sua carta con i codici si sicurezza online.

(Versione della Gestione del Conto con i menû nella parte alta):

1. Scegliere Gestire il Conto, Sicurezza e quindi l'opzione Sistema di Login Sicuro;

2. Scegliere l'opzione Activate my new/existing Secure Login Device;

3. Confermare che il numero seriale del dispositivo visualizzato sullo schermo corrisponda a quello stampigliato sul retro del suo dispositivo. In caso coincidano, cliccare sul pulsante Attiva, altrimenti contatti il Servizio Clienti. Nel caso in cui le siano stati assegnati piu' dispositivi, sará visualizzato un numero seriale per ciascun dispositivo, e dovrà pertanto selezionare il seriale del suo dispositivo prima di cliccare sul pulsante Attiva.

4. Le sarà quindi richiesto di inserire un codice di accesso generato dal suo dispositivo, similmente a quanto avviene durante l'autenticazione al momento del login. Una volta inserito il codice di accesso, clicchi sul pulsante Invia. In caso di successo, il dispositivo permanente  sarà riattivato e le sarà richiesto di usarlo durante ogni procedura di login successiva.

(Versione della Gestione del Conto con i menú nella parte sinistra)

1. Scegliere Gestione Utente e quindi l'opzione Sistema di Login Sicuro;

2. Seguire i passi dal 2 al 4 descritti sopra.