IBKR Mobile Authentication (IB Key)

 

Table of contents

  

Introduction

The security of your assets and personal information is of utmost concern to IBKR and we are committed to taking the steps necessary to make certain that you are protected from the moment you open your account.  A key component of protection is the Secure Login System (SLS), a login process which relies upon Two-Factor Authentication to prevent anyone from accessing or using your account, even if they know your User Name and password. Once SLS enrolled, your account can only be accessed through use of 2 security factors: 1) something you know (entry of your User Name and password combination); and 2) something you have (entry of a random code generated from a physical security device or Smartphone application).

IBKR offers a variety of SLS devices, with the technical design of each corresponding to the level of assets maintained (see KB1131). The following article provides an overview of the IBKR Mobile Authentication (IB Key), a Two-Factor security solution which can be enabled directly onto your Smartphone.

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Benefits

IBKR Mobile Authentication (IB Key) is available on your Smartphone via our IBKR Mobile app and can function as a security device, thereby eliminating the need to carry a separate physical device when logging into your IBKR account. In addition to the convenience of using a device which is trusted and routinely accessible, this app can be downloaded and activated in minutes, thereby eliminating the delays associated with the mailing of physical devices. Moreover, unlike in the case of physical devices, clients maintaining multiple accounts with distinct User Names may access IBKR Mobile Authentication (IB Key) all from the same IBKR Mobile app. Please refer to KB2879 for more details.

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Installation, Activation, and Operation

IBKR Mobile Authentication (IB Key) is currently supported on smartphones that use either Android or iOS operating system and can install IBKR Mobile. Installation, activation, and operating instructions can be found at the following links:

Android: KB2277
iOS: KB2278

PLEASE NOTE: Disabling and replacing any security device, including IBKR Mobile Authentication (IB Key), is subject to conditions. Please contact Client Services for assistance in this process. 

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FAQ

Should I return my physical device after activating IBKR Mobile Authentication (IB Key)?
No need to return your physical device – it remains active and can be used as backup, or in the case of a higher security level device such as the DSC+, it can be used to initiate funds withdrawals with a higher limit. More on device withdrawal limits can found at: ibkr.com/sls
 
I lost my IBKR Mobile Authentication (IB Key) PIN. What do I do?
If you have forgotten your PIN, please uninstall and reinstall the IBKR Mobile app on your smartphone. Launch the app. When you are prompted to perform the recovery, reject by answering "No". Tap on "Register Two-Factor", reject again the recovery by answering "No". Then proceed with the activation, following the on-screen instructions. Please notice you would need to have access to the mobile phone number you originally used for the IBKR Mobile Authentication (IB Key) activation, since IBKR will send the Activation SMS to that number.
 
I lost my phone. What do I do?
If you have lost your phone and require that the IBKR Mobile Authentication (IB Key) be disabled, please contact Client Services at one of the numbers found here.
 
I am not receiving the SMS confirmation code. What do I do?
Some countries, most notably India, provide national "Do Not Call" or "Do Not Disturb" services to prevent telemarketing to mobile numbers. If you have an Indian phone number, or have explicitly requested your phone carrier to exclude you from public lists, you might need to contact your wireless carrier, and ask them for your account to be configured appropriately in order to receive SMS messages from Interactive Brokers.
Please note that the required steps will vary by country and mobile phone provider. It is best to contact your mobile phone provider if you have any questions regarding such "Do Not Disturb" services.
 
I am not receiving the IBKR Seamless login notifications. What do I do?
Please follow the instructions on KB3234
 
How much money can I withdraw using the IBKR Mobile Authentication (IB Key) as a security device?
IBKR Mobile Authentication (IB Key) as a security device allows you to withdraw 1M USD per day and 1M USD in 5 Business Days.
 
To what accounts is the IBKR Mobile Authentication (IB Key) available?
It is supported for all accounts[1]
 
Are there any limits on the PIN code I can use?
Your PIN can be alphanumeric and can contain special characters. Please click here for details on PIN guidelines.
 
Can I install the application on multiple devices at the same time?
Only ONE phone/device can be active at a time for use with your username. 
 
Does my phone need an Internet connection for the app to work?
     ○ IBKR Mobile Authentication (IB Key) requires an Internet connection ONLY during the Enable User process
     ○ IBKR Mobile Authentication (IB Key) does NOT require an Internet connection in order to generate a passcode[2]
 
Can I add additional users to the same IBKR Mobile Authentication (IB Key) instance?
IBKR Mobile Authentication (IB Key) supports an unlimited number of additional users with the same PIN.
 
What version of Android and iOS does the IBKR Mobile Authentication (IB Key) support?
You need:
     ○ Android version 6.0 or higher.
     ○ iOS version 13.0 or higher.

 

[1] Restrictions for some specialized Institutional Account types may apply.
[2] Without a working data connection (WiFi or cellular), IBKR Mobile Authentication will not receive the login notification message but can still be operated in Challenge-Response mode. Refer to KB2277 (Android) or KB2278 (iOS) for detailed instructions on how to use IBKR Mobile Authentication (IB Key) in both available modes.
 

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デジタル・セキュリティー・カード+(DSC+)代替品のリクエスト方法

概観: 

この作業は以下の場合に必要となります:

  • 盗難や紛失、または機能しなくなったデジタル・セキュリティー・カード+の交換
  • 現在お使いのセキュリティデバイスと並行して使用するデジタル・セキュリティー・カード+のリクエスト(新規および既存のお客様でご資産がUSD 1,000,000または同等額以上の方)
Background: 

1. IBKRクライアントサービスに連絡- 口座への一時的なアクセスの取得にはIBKRクライアントサービスまでご連絡ください。このサービスはお電話でのみご利用可能になっており、口座名義人の身元確認が必要になります。詳細は、IBKRナレッジベースをご確認ください。

2. オンライン・セキュリティー・コード・カードの取得 - オンライン・セキュリティー・コード・カードの保護は強化されています。有効化すると21日間クライアント・ポータルのすべての機能にアクセスすることができます。この手順に関する詳細は、IBKRナレッジベースをご参照ください。

3. DSC+ 交換品のリクエスト - オンライン・セキュリティー・コード・カードの有効化が完了しましたら、クライアント・ポータルのセキュア・ログイン・システムのセクションから出ずに、交換品をリクエストしてください。

 

DSC+のリクエスト

1. フィジカル・デバイスのリクエストのボタンをクリックしてください。

2. 郵送先の住所はデバイスに関する情報の画面に表示されます。ご住所に変更が必要な場合には住所を変更するをクリックしてから画面に表示されるインストラクションに従ってください。変更が必要ない場合にはステップ3に進んでください。

3. DSC+用の4桁のソフトPIN1を入力してください。こちらのPINはデバイスの有効化と使用の際にも必要になりますので、必ず覚えておいてください。 可能でありまたご希望される場合には、USD 20のデポジットをを留めておく口座を変更することができます2。ご希望の場合には「続ける」をクリックしてください。

4. お客様の選択のサマリーが表示されます。内容が正しいことをご確認ください。変更が必要な場合には情報欄の下にある戻るボタンをクリック(ブラウザーの「戻る」ボタンは使わないでください)するか、「続ける」をクリックしてリクエストを送信してください。

5. 発送の予定日を含める最終確認書がお客様に送信されます3Ok をクリックして手順を完了させてください。

留意点

1. PINに関する詳細はIBKRナレッジベースをご覧ください。

2. セキュリティトークンと郵送は無料になっていますが、 デバイスのご注文時に、お客様のご資産より費用としてUSD 20が凍結されます。  デバイスの紛失や意図的な損傷、盗難、またはデバイスの返却をせずに口座をご解約された場合には、デバイスの補償としてこちらの費用をいただきます。費用はデバイスが返却され次第お返し致します。詳細はIBKRナレッジベースをご参照下さい。

3. セキュリティ上の理由により、代替品は発送日より3週間以内に自動で有効化されるように設定されています。 自動有効が近づき、差し迫ってきた時点で弊社よりご連絡致します。

 

IBKRナレッジベース参照
  • セキュア・ログインシステムの概要はKB1131をご覧ください
  • セキュリティデバイスに関する詳細はKB2636をご覧ください
  • 2人以上のユーザーで同じセキュア・ログイン・デバイスを使用する際のインストラクションはKB2481をご覧ください
  • セキュア・ログイン・システムに戻る場合のインストラクションはKB2545をご覧ください
  • IBKRにセキュリティデバイスをご返却いただく際のインストラクションはKB975をご覧ください
  • IBKRモバイル経由でのIB Key認証の有効化手順はKB2260をご覧ください
  • マルチプル・ツーファクター認証システムに関する詳細はKB2895をご覧ください
  • セキュリティデバイスにかかる費用に関する詳細はKB1861をご覧ください
  • テンポラリー・パスコードの有効性に関する詳細はKB69をご覧ください

 

Welcome to Interactive Brokers

概観: 

Now that your account is funded and approved you can start trading. The information below will help you getting
started as a new customer of Interactive Brokers.

  1. Your Money
  2. Configure your account to trade
  3. How to trade
  4. Trade all over the World
  5. Five points to enrich your IB experience

 

1. Your Money
Deposits & Withdrawals General Info. All transactions are administered through your secure Account Management
Deposits
First, you create a deposit notification through your Account Management > Funding > Fund Transfers > Transaction Type: “Deposit” How to create a deposit notification. The second step is to instruct your Bank to do the wire transfer with the bank details provided in your Deposit Notification.
Withdrawals
Create a withdrawal instruction via your secure Account Management > Funding > Fund Transfers > Transaction Type: "Withdrawals" How to create a withdrawal instruction
If you instruct a withdrawal over the Withdrawal limits, it will be considered an exceptional withdrawal and we will therefore need to match bank account holder and IB account. If destination bank account has been used for a deposit, withdrawal will be processed; otherwise, you must contact customer service and provide the documents needed.
Troubleshooting
Deposits: My bank sent the money but I do not see it credited into my IB account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) A Deposit Notification is missing. You have to create it via your Account Management and send a ticket to Customer Service
c) Amending details are missing. Your name or IB account number is missing in the transfer details. You have to contact your bank and ask for the full amending details.
d) ACH initiated by IB is limited to 100k USD in a 7 business period. If you opened a Portfolio Margin account where the initial requirement is 110k, a wire deposit might be the better deposit option to reduce wait time for your first trade. If selecting ACH a wait time of almost 2 weeks or a temporary downgrade to RegT can be possible solutions.
Withdrawals: I have requested a withdrawal but I do not see the money credited to my bank account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) Rejected. Over the max it can be withdrawn. Please check your account cash balance. Note that for regulatory requirements, when the funds are deposited, there is a 3 day holding period before they can be withdrawn.
c) Your bank returned the funds. Probably because receiving bank account and remitting bank account names do not match.

 

2. Configure your account to trade
Difference between Cash and Margin accounts: If you have chosen the FastTrack application, by default your account type is a cash account with US stock permission. If you would like to get leverage and trade on margin, here how to upgrade to a RegT Margin account
Trading Permissions
In order to be able to trade a particular asset class in a particular country, you need to get the trading permission for it via your Account Management. Please note that trading permissions are free. You might however be asked to sign risk
disclosures required by local regulatory authorities. How to Request Trading Permissions
Market Data
If you want to have market data in real-time for a particular product/exchange, you need to subscribe to a market data package charged by the exchange. How to subscribe to Market data
The Market data assistant will help you choose the right package. Please watch this Video explaining how it works.
Customers have the option to receive delayed market data for free by clicking the Free Delayed Data button from a non-subscribed ticker row.
Advisor Accounts
Have a look at the user guide getting started as advisors. Here you see how to create additional users to your advisor account and grant them access and much more.

 

3. How to trade
The Trader's University is the place to go when you want to learn how to use our Platforms. Here you will find our webinars, live and recorded in 10 languages and tours and documentation about our various Trading Platforms.
Trader Workstation (TWS)
Traders who require more sophisticated trading tools can use our market maker-designed Trader Workstation (TWS), which optimizes your trading speed and efficiency with an easy-to-use spreadsheet interface, support for more than 60 order types, task-specific trading tools for all trading styles, and real-time account balance and activity monitoring. Try the two models
TWS Mosaic: for intuitive usability, easy trading access, order management, watchlist, charts all in one window or
TWS Classic: the Advanced Order Management for traders who need more advanced tools and algos.
General Description and Information / Quick start guide / Usersguide
Interactive Tours: TWS Basics / TWS configuration / TWS Mosaic
How to place a trade:  Video Classic TWS / Video Mosaic
Trading tools: General Description and InformationUsers guide
Requirements: How to install Java for WindowsHow to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWSDownload TWS
WebTrader
Traders who prefer a clean and simple interface can use our HTML-based WebTrader, which makes it easy to view market data, submit orders, and monitor your account and executions. Use the latest WebTrader from every browser
Quick Start Guide / WebTrader User's Guide
Introduction: Video WebTrader
How to place a Trade: Video WebTrader
Login WebTrader
MobileTrader
Our mobile solutions allow you to trade your IB account on the go. The mobileTWS for iOS and the mobileTWS for BlackBerry are custom-designed for these popular models, while the generic MobileTrader supports most other Smart phones.
General Description and Information
Order Types Order Types available and Description / Videos / Tour / Users guide
Paper Trading General Description and Information / How to get a Paper Trading Account
Once your paper account is created, you can share the market data of your real account with your paper trading account: Account Management > Manage Account > Settings > Paper trading

 
4. Trade all over the World
IB accounts are multi-currency accounts. Your account can hold different currencies at the same time, this allows you to trade multiple products around the world from a single account.
Base Currency
Your base currency determines the currency of translation for your statements and the currency used for determining margin requirements. Base currency is determined when you open an account. Customers may change their base currency at any time through Account Management.
We do not automatically convert currencies into your Base currency
Currency conversions must be done manually by the customer. In this video you can learn how to do a currency conversion.
In order to open a position denominated in a currency that you do not have in your account, you have two possibilities:
A) Currency conversion.
B) IB Margin Loan. (Not available for Cash Accounts)
Please see this course explaining the mechanics of a foreign transaction.

 

5. Five points to enrich your IB experience
1. Contract Search
Here you will find all our products, symbols and specifications.
2. IB Knowledge Base
The Knowledge Base is a repository of glossary terms, how-to articles, troubleshooting tips and guidelines designed to assist IB customers with the management of their IB accounts. Just enter in the search button what you are looking for and you will get the answer.
3. Account Management
As our trading platforms give you access to the markets, the Account Management grants you access to your IB account. Use Account Management to manage account-related tasks such as depositing or withdrawing funds, viewing your statements, modifying market data and news subscriptions, changing your trading permissions, and verifying or changing your personal information.
Log In Account Management / AM Quick Start Guide / AM Users Guide
4. Secure Login System
To provide you with the highest level of online security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to two-factor authentication. Two-factor authentication serves to confirm your identity at the point of login using two security factors: 1) Something you know (your username and password combination); and 2) Something you have (an IB issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
How to Activate your Security Device / How to Obtain a Security Code Card / How to return Security device
In case you forgot your password or lost your security code card, please call us for immediate assistance.
5. Statements and Reports
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account. How to view an Activity Statement 

 

Information Relating to Customer Protection of Assets

The below information applies to trading of non-US index options, OTC CFDs and non-US index futures (when combined with non-US index options)

 

Interactive Brokers (U.K.) Limited


Customer Assets
Interactive Brokers (U.K.) Limited (“IBUK)’’ is authorised and regulated by the Financial Conduct Authority (“FCA“), register no. 208159. IBUK is a wholly owned subsidiary of Interactive Brokers Group (IBG LLC). IBUK provides client money and client asset services in accordance with FCA Client Assets regulations “CASS”.

Client money is protected as follows:
Client money rules apply to all regulated firms that receive money from a client, or hold money for a client in the course of carrying out MiFID business and/or designated investment business.

Client money is entirely segregated from IBUK’s own money. In the event of a failure of an authorised firm, clients’ monies held in the segregated accounts will be returned to the clients rather than being treated as a recoverable asset by general creditors. If there was a shortfall, the client may be eligible to claim for compensation from the Financial Services Compensation Scheme (“FSCS”).

Client money is ring-fenced in separate bank accounts which are held in trust on behalf of the clients. These accounts are distributed across a number of banks with investment grade ratings to avoid a concentration risk with any single institution. When IBUK makes the selection and appointment of a bank to hold client money, it takes into account the expertise and market reputation of the bank, its financial standing and any legal requirements or market practices related to the holding of client money that could adversely affect clients' rights.

IBUK will allow client money to be held in a client transaction account by an exchange, a clearing house or an intermediate broker but only if the money is transferred to them for the purpose of a transaction or to meet a client’s obligation to provide collateral for a transaction.

Each day, IBUK performs a detailed reconciliation of client money held in client money bank accounts and client transaction accounts and its liabilities to its clients to ensure that client monies are properly segregated and sufficient to meet all liabilities in accordance with the FCA’s CASS rules. All monies credited to such bank accounts are held by the firm as trustee (or if relevant, as agent).

FCA regulations also require IBUK to maintain a CASS Resolution Pack to ensure that in the unlikely event of the firm's liquidation, the Insolvency Practitioner is able to retrieve information with a view to returning client money and assets to the firm's clients on a timely basis.

Financial Services Compensation scheme

Interactive Brokers (U.K.) Limited (“IBUK”) is authorised and regulated by the Financial Conduct Authority (“FCA”) as an investment firm and a participant in the Financial Services Compensation scheme (“FSCS”). Certain eligible clients qualify for
compensation under the FCA Compensation rules.

The main points relating to eligibility are:

  • FSCS pays compensation only to eligible claimants when an authorised firm is in default and will carry out an investigation to establish whether or not this is the case.
  • FSCS pays compensation only for financial loss and the limits for U.K. Investment firms are covered below.
  • The FSCS was set up mainly to assist private individuals, although smaller businesses are also covered.
  • Larger businesses are generally excluded.

Investments

FSCS provides protection if an authorised investment firm is unable to pay claims against it e.g. when an authorised investment firm goes out of business and cannot return assets to its clients. Assets classified as investments for authorised investment firms under the FSCS include stocks and shares, futures, options, cfds, other regulated instruments and money deposited by clients.

Compensation Limits

The actual level of compensation you receive will depend on the basis of your claim. The FSCS only pays compensation for financial loss. Compensation limits are per person per authorised firm. Compensation levels are subject to change and for current details please refer to the FSCS website at http://www.fscs.org.uk / .
 

The below information applies to customers who were or are continuing to trade all products (except metals and OTC CFDs) through IB LLC.

 

Interactive Brokers LLC (“IBLLC”)


Customer Assets
Customer money is segregated in special bank or custody accounts, which are designated for the exclusive benefit of customers of IBLLC. This protection (the SEC term is “reserve” and the CFTC term is “segregation”) is a core principle of securities and commodities brokerage. By properly segregating the customer's assets, if no money or stock is borrowed and no futures positions are held by the customer, then the customer's assets are available to be returned to the customer in the event of a default by or bankruptcy of the broker.


Securities accounts with no borrowing of cash or securities
Securities customer money is protected as follows:

  • A portion is deposited at 14 large U.S. banks in special reserve accounts for the exclusive benefit of IBLLC's customers. These deposits are distributed across a number of banks with investment-grade ratings so that we can avoid a concentration risk with any single institution. No single bank holds more than 5% of total customer funds held by IBLLC.
  • A portion may be invested in U.S. Treasury securities, including direct investments in short-term Treasury bills and reverse repurchase agreements, where the collateral received is in the form of U.S. Treasury securities. These transactions are conducted with third parties and guaranteed through a central counterparty clearing house (Fixed Income Clearing Corp., or “FICC”). The collateral remains in the possession of IBLLC and held at a custody bank in a segregated Special Custody Account for the exclusive benefit of customers. U.S. Treasury securities may also be pledged to a clearing house to support customer margin requirements on securities options positions.
  • Customer cash is maintained on a net basis in the reserve accounts, which reflects the net credit balances of customers in excess of customer debit balances. To the extent any one customer maintains a margin loan with IBLLC, that loan will be fully secured by stock valued at up to 200% of the loan.
  • Current SEC regulations require broker-dealers to perform a detailed reconciliation of customer money and securities (known as the “reserve computation”) at least weekly to ensure that customer monies are properly segregated from the broker-dealer's own funds.

Customer-owned, fully-paid securities are protected in accounts at depositories and custodians that are specifically identified for the exclusive benefit of customers. IBLLC reconciles positions in securities owned by customers daily to ensure that these securities have been received at the depositories and custodians

Commodities accounts

Commodities customer money is protected as follows:

  • A portion is pledged to futures clearing houses to support customer margin requirements on futures and options on futures positions or held in custody accounts identified as segregated for the benefit of IB's customers.
  • A portion is held at commodities clearing banks/brokers in accounts identified as segregated for the benefit of IBLLC customers to support customer margin requirements.
  • Cash in commodities accounts is protected in accordance with US commodities regulations. CFTC rules prohibit an FCM from commingling customer funds with its own money, securities or property. Customer funds must be separately accounted for and segregated as belonging to commodity or option customers. The titles of accounts in which customer funds are deposited must clearly indicate this and show that the funds are segregated as required by the Commodity Exchange Act (“CEA”) and CFTC Rules. Customer funds may not be obligated to anyone except to purchase, margin, guarantee, secure, transfer, adjust or settle trades, contracts or commodity option transactions of commodity or option customers. These requirements also extend to U.S. customers trading on foreign exchanges.

Securities accounts with margin loans

For customers who borrow money from IBLLC to purchase securities, IBLLC is permitted by securities regulations to pledge or borrow stock valued at up to 140% of the value of the loan. Typically, IBLLC lends out a small portion of the total stock it is permitted to lend out.

  • As an example, at June 30, 2011, IBLLC lent $800 million value of customers' stock out of the $13.0 billion made available to it by margin customers.
  • When IBLLC lends customers' stock, it must put additional money into the special reserve accounts for the exclusive benefit of customers. In the example above, the full value of $800 million of customer stock that was lent was segregated in the special reserve accounts.

Account Protection

Customer securities accounts at IBLLC are protected by the Securities Investor Protection Corporation (“SIPC”) for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under IBLLC's excess SIPC policy with certain underwriters at Lloyd's of London for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million. Futures, and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities.

For the purpose of determining a customer account, accounts with like names and titles (e.g. John and Jane Smith and Jane and John Smith) are combined, but accounts with different titles are not (e.g. Individual/John Smith and IRA/John Smith).

SIPC is a non-profit, membership corporation funded by broker-dealers that are members of SIPC. For more information about SIPC and answers to frequently asked questions (such as how SIPC works, what is protected, how to file a claim, etc.), please refer to the following websites:


http://www.SIPC.org

http://www.finra.org/InvestorInformation/InvestorProtection/SIPCProtecti...

or contact SIPC at:

Securities Investor Protection Corporation
805 15th Street, N.W. - Suite 800
Washington, D.C. 20005-2215
Telephone: (202) 371-8300
Facsimile: (202) 371-6728

 

How to send documents to IBKR using your smartphone

概観: 

Interactive Brokers allows you to send us a copy of a document even if you do not currently have access to a scanner. You can take a picture of the requested document with your smartphone.

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

If you already know how to take and send pictures per email using your smartphone, please click HERE - Where to send the email to and what to include in the subject.

 

iOS
1. Swipe up from the bottom of your smartphone screen and tap the camera icon.

If you do not have the Camera icon, you can tap the Camera app icon from the home screen of your iPhone.

Normally your phone should now activate the rear camera. If it activates the front one, tap the camera switch button.


2. Place your iPhone above the document and frame the desired portion or page of the document.

 

3. Make sure to have uniform, sufficient lighting and not to cast any shadow on the document due to your position.  Hold the smartphone firmly with your hand/s and avoid shaking. Tap on the shutter button to take the photo.

 

4. Tap the thumbnail image in the lower left-hand corner to access the picture you have just taken.


5.  Make sure that the picture is clear and the document is well legible. You can enlarge the picture and see it in detail by swiping apart two fingers on the picture itself.

If the picture does not present a good quality or lighting, please repeat the previous steps in order to take a sharper one.


6. Tap the share icon in the lower left-hand corner of the screen.



7. Tap the Mail icon.

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.

 

8. Please see HERE how to populate the To: and Subject: fields of your email. Once the email is ready, tap the up arrow icon on the top right to send it.

 


Android
1. Open your applications list and start the Camera app. Alternatively start it from your Home screen. Depending on your phone model, maker or setup, the app might be called differently.

Normally your phone should now activate the rear camera. If it activates the front one, tap the camera switch button.

 

2. Place your Android above the document and frame the desired portion or page of the document.

 

3. Make sure to have uniform, sufficient lighting and not to cast any shadow on the document due to your position.  Hold the smartphone firmly with your hand/s and avoid shaking. Tap on the shutter button to take the photo.


4.  Make sure that the picture is clear and the document is well legible. You can enlarge the picture and see it in detail by swiping apart two fingers on the picture itself.

If the picture does not present a good quality or lighting, please repeat the previous steps in order to take a sharper one.


5. Tap the empty circle icon in the lower right-hand corner of the screen.   

 

6. Tap the share icon in the lower left-hand corner of the screen.


7. In the sharing menu that will be displayed now tap the icon of the email client set up on your phone. In the example picture below, it is called Gmail but the name may vary according to your specific setup.

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.

8. Please see HERE how to populate the To and Subject fields of your email. Once the email is ready, tap the airplane icon on the top right to send it.

 


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 field To: type:

  •   newaccounts@interactivebrokers.com if you are a resident of a non-European country
  •   newaccounts.uk@interactivebrokers.co.uk if you are a European resident

2. The Subject: field must contain all of the below:

  •     Your account number (it usually has the format Uxxxxxxx, where x are numbers) or your username
  •     The purpose of sending the document. Please use the below convention:
    • PoRes for a proof of residential address
    • PID for a proof of identity

 

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

概観: 

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 $1,000,000, 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 the IBKR Knowledge Base.

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 the IBKR Knowledge Base 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 the IBKR Knowledge Base.

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 the IBKR Knowledge Base.

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.

 

IBKR Knowledge Base 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

 

Security Device Replacement Charge

Account holders logging into their account via IBKR's Secure Login System are issued a security device, which provides an additional layer of protection to that afforded by the user name and password, and which is intended to prevent online hackers and other unauthorized individuals from accessing their account. While IBKR does not charge any fee for the use of the device, certain versions require that the account holder return the device upon account closing or incur a replacement fee.  Existing account holders are also subject to this replacement fee in the event their device is lost, stolen or damaged (note that there is no fee to replace a device returned as a result of battery failure). 

In addition, while IBKR does not assess a replacement fee unless a determination has been made that the device has been lost, stolen, damaged or not returned, a reserve equal to the fee will placed upon the account upon issuance of the device to secure its return.  This reserve will have no effect upon the equity of the account available for trading, but will act as limit to full withdrawals or transfers until such time the device is returned (i.e., cannot withdraw the reserve balance).

Outlined below are the replacement fee associated with each device.

SECURITY DEVICE REPLACEMENT FEE
Security Code Card1 $0.001
Digital Security Card + $20.00 

For instructions regarding the return of security devices, please see KB975

 

1 The Security Code Card is not required to be returned upon account closing and may be destroyed and discarded once remaining funds have been returned and the account has been fully closed. Access to Client Portal after closure for purposes of viewing and retrieving activity statements and tax documents is maintained using solely the existing user name and password combination. This type of two-factor security is no longer being issued.

セキュリティデバイスの返却方法

概観: 


セキュリティデバイスをご返却いただく場合には(故障や口座の統合、また解約などにより)、以下のインストラクションに従ってご返却ください:

  1. セキュリティデバイス返却フォームをダウンロードし、印刷。
  2. デバイスを記入済みの返却フォームとともに梱包。 
  3. 以下いずれかの返却先へ返却。

デバイスの故障や紛失を防ぐためクッション封筒で梱包し、必ず荷物の追跡サービスが付いている送付方法をご利用ください(例:書留、ゆうパック、宅急便、EMS、UPS、FedEx、DHL、USPSなど)。万が一紛失してしまった場合は、費用をご負担いただくこととなりますのでご注意ください。口座のデバイスの返却状況は、デバイス到着後3日以内に更新されます。なお、発送から到着までの時間は、送付方法により異なりますのでご了解ください。

代替デバイスに関する追加作業
口座解約ではなく代替デバイスのための返却の場合には、下記 の番号のセキュリティサポートチームまで、不具合品についてご連絡ください。一時的なセキュリティコードをお渡し致しますので、新しいセキュアログイン・デバイスが郵送されるまで、こちらをご利用の上、口座にアクセスしてください。IBKRでは異なるタイプのデバイスをご用意しております。これらの交換にあたっての必要事項は下記をご確認ください:

デジタル・セキュリティー・カード+ (DSC+)をご利用のお客様:
Digital Security Card+(表示1)の代替が必要になった場合には、クライアント・ポータルにログインして新しいカードをリクエストしてください(こちらよりご確認ください)。

表示1

 デジタル・セキュリティー・カード+ 

セキュリティー・コードカードをご利用のお客様:

このデバイス(表示4)の返却は必要ありませんので、シュレッダーにかけて廃棄してください。代替のデバイスが必要な場合には、IBKRモバイル経由でのIB Key認証の有効化を推奨致します。(手順はこちらをご覧ください)

表示4

セキュリティー・コードカード

 

返却および連絡先:

米国およびカナダ
ヨーロッパ
郵送先:
Interactive Brokers, LLC.
Attn: Token Return Department
3 Pickwick Plaza
Greenwich, CT 06830
USA

米国連絡先:
1 (877) 442-2757 (無料ダイヤル)
1 (312) 542-6901 (直通ダイヤル)

カナダ連絡先: 
1 (877) 745-4222 (無料ダイヤル)
1 (514) 847-3499 (直通ダイヤル)
郵送先:
Interactive Brokers(U.K.)LTD.
Attn: Token Return Department
Gubelstrasse 28
CH-6301 Zug
Switzerland


EU連絡先:   
00800-42-276537 (無料ダイヤル)
+41-41-726-9500 (直通ダイヤル)

ロシア連絡先:
8-800-100-8556 (無料ダイヤル)
+41-41-726-9506 (Pyсский)
アジア
オーストラリア
郵送先:
Interactive Brokers, LLC.
Attn: Token Return Department
Suite 1512,
Two Pacific Place
88 Queensway Admiralty 
Hong Kong

連絡先:
+852-2156-7907 (廣東話)
+86 (21) 6086 8586 (普通话)
郵送先:
Interactive Brokers, LLC.
Attn: Token Return Department
PO Box R229
Royal Exchange, NSW, 1225
Australia


連絡先:
+61 (2) 8093-7300
日本 / Japan
Mailing Address:
Interactive Brokers Securities Japan, Inc.
Attn: Token Return Department
Kasumigaseki Building 25F,
2-5 Kasumigaskei 3 Chome, 
Chiyoda Ku, Tokyo 100-6025
Japan

Contact:
+81 (3) 4588 9710 Direct dial (English)
郵送先:
インタラクティブ・ブローカーズ証券株式会社  
〒100-6025
東京都千代田区霞ヶ関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 
連絡先:
+81 (3) 4588 9700 直通 (日本語)

 

口座解約
アクティビティ・ステートメントや納税申告書の再確認および/または印刷のためのクライアント・ポータルへのアクセスは、口座解約とデバイスの返却をもって可能になります。 口座解約後はセキュリティデバイス無しでログインができます。既存のユーザー名とパスワードを使用してログインしてください。

セキュリティデバイスに関するご質問は、上記よりセキュリティグループの番号をご確認の上ご連絡いただきますようお願い致します。
 
盗難や紛失または故障したデバイス、もしくは口座解約の際に返却されなかったデバイスに発生する費用に関する詳細はKB1861よりご確認ください。

 

Securities Account Protection for Interactive Brokers India Customers

Customer accounts domiciled under Interactive Brokers India Pvt. Limited,(IBI) are awarded different account protection services than our IB-LLC and IB-UK clients. There are two major exchanges, the National Stock Exchange of India (NSE) and the Bombay Stock Exchange (BSE), each one has established their own guidelines for investor grievances against exchange members and/or sub –brokers.

National Stock Exchange of India (NSE)

The NSE has established an Investor Protection Fund with the objective of compensating investors in the event of defaulters' assets not being sufficient to meet the admitted claims of investors, promoting investor education, awareness and research. The Investor Protection Fund is administered by way of registered Trust created for the purpose. The Investor Protection Fund Trust is managed by Trustees comprising of Public representative, investor association representative, Board Members and Senior officials of the Exchange.

The Investor Protection Fund Trust, based on the recommendations of the Defaulters' Committee, compensates the investors to the extent of funds found insufficient in Defaulters' account to meet the admitted value of claim, subject to a maximum limit of Rs. 11 lakhs (1.1 million USD) per investor per defaulter/expelled member.

Bombay Stock Exchange (BSE)

Currently trading is not offered on the BSE by Interactive Brokers.

Tips for selecting your security questions and answers

The security questions represent just one component of the security framework which IB has put into place to protect your account. We offer the following simple tips for selecting your security questions and answers in order to make the most effective use of this security measure:

1. Choose questions having answers that you can remember in the future and answer consistently.

2. Use one-word answers whenever possible.

3. Be careful with spaces. If you use "San Diego" as an answer to one of your security questions, the system will reject "SanDiego."

4. Avoid using quirky or nonsensical answers as they'll likely to be difficult to remember later.

5. Select a question which cannot be easily guessed or researched, has many possible answers and where the probability of guessing the correct answer is low.

6. Select a question for which the answer is unlikely to be known by others such as a family member, close friend, relative, ex-spouse, or significant other.

7. Choose a question having an answer which is stable and not likely to change over time.

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