Cómo obtener su tarjeta de códigos de seguridad online
Antecedentes:
La tarjeta de códigos de seguridad online sirve como un dispositivo temporal, disponible para usuarios que todavía no tienen su dispositivo permanente y se les ha proporcionado un código temporal para acceder a su cuenta. Una vez que disponga de un código temporal , se le recomienda encarecidamente acceder al menú de gestión de cuenta y elegir la tarjeta de códigos de seguridad online, con la que obtendrá los beneficios siguientes:
- Mejora la protección en Internet contra hackers al asignar codigos aleatorios al acceder a su cuenta;
- Proporciona más tiempo (21 días frente a los 2 del código temporal) para asegurar la recepción y reactivar el dispositivo permanente, después de lo cual, puede ser descartada;
- Permite reembolsos y cambios de información sin las restricciones que tiene un usuario de un código temporal;
- Puede obtenerse e imprimirse directamente desde el menú de gestión de cuenta y permite la reactivación del dispositivo permanente sin tener que contactar el servicio de atención al cliente.
Los pasos para obtener la tarjeta desde el menú de gestión de cuenta son:
(Si la versión de su menú de la Gestión de Cuenta tiene los menús en la parte superior):
1. Seleccione el menú Gestionar cuenta > Seguridad luego Sistema de ingreso seguro (en la versión Inglesa de la Gestión de cuenta: Manage Account> Security y luego Secure Login System)
2. Seleccione: Sí, quiero participar en el Sistema de ingreso seguro (en Inglés:Yes, I want to participate in the Secure Login System) y después, Continuar (Continue)
3. Le aparecerá una imagen de la tarjeta de códigos de seguridad online. Haga click Imprimir (Print) (o haga click con el botón derecho para salvar la imagen en el Escritorio).
4. Haga click en Confirmar (Confirm), le aparecerá en la pantalla dos números.
5. Busque en la tarjeta los números proporcionados en la pantalla, y escríba en la casilla correspondiente los códigos de tres dígitos alfa numérico que le corresponden (a la derecha). Repíta el proceso para el segundo número sin dejar espacios entre medias.
6. Haga click en Enviar (Submit)
7. Una vez que ha activado la tarjeta, se le proporcionará su fecha de expiración así como un menú con opciones adicionales.
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Pulse KB1042 para ver un vídeo con instrucciones de cómo acceder con la tarjeta de códigos de seguridad.
Pulse KB1942 para instrucciones de cómo reactivar su dispositivo de seguridad permanente.
Pulse KB1943 para instrucciones de cómo solicitar un reemplazo para su dispositivo de seguridad
(Si la versión de su menú de gestión de cuenta tiene los menús en la parte izquierda de la pantalla)
1. Seleccione User management y luego Secure Login System
2. Seleccione: Yes, I want to participate in the Secure Login System (en traducción española: Sí, quiero participar en el Sistema de ingreso seguro)
3. Le aparecerá una imagen de la tarjeta de códigos de seguridad online. Haga click en Print (o haga click con el botón derecho para salvar la imagen en el Escritorio).
4. Haga click en Confirm, le aparecerá en la pantalla dos números.
5. Busque en la tarjeta los números proporcionados en la pantalla, y escríba en la casilla correspondiente los códigos de tres dígitos alfa numérico que le corresponden (a la derecha). Repíta el proceso para el segundo número sin dejar espacios entre medias.
6. Haga click Submit
7. Una vez que ha activado la tarjeta, se le proporcionará su fecha de expiración así como un menú con opciones adicionales.
How to send documents to IB 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 to IB per email with the fllowing smartphone operating systems:
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)
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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
如何獲得在線安全密碼卡
背景知識
在線安全密碼卡是一種在過渡期使用的安全設備，供身邊沒有永久設備而使用臨時碼登錄帳戶的用戶使用。分配臨時碼時盈透強烈建議客戶登錄帳戶管理選擇在線安全卡，這麼做的主要益處是：
- 通過在登錄時分配隨機密碼提供更高等級的保護，從而不受網絡駭客侵害；
- 提供更長時間（21天：臨時碼2天）的保護，能重新啟動永久設備，之後便可以棄用；
- 允許取款及信息更改，可免除了臨時碼用戶相同的限制；
- 能夠在帳戶管理中直接獲取並列印，並允許在不聯繫客戶服務的情況下重新啟動永久設備。
在帳戶管理中獲取卡片的步驟如下：
（如果您的帳戶管理是功能表位於頁面頂部的版本）：
1、選擇管理帳戶，安全，再選擇安全登錄系統功能表選項；
2、點擊“是的，我想加入安全登錄系統”，再點擊“繼續”。
3、螢幕上將出現在線安全卡圖片。點擊右上角的“列印”選項（或者點擊鼠右鍵將圖片保存到桌面上）。
4、點擊“確認”選項啟動卡片。螢幕上將出現兩個卡片序號。
5、找出圖片上與第一個序號對應的三位字母-數字密碼，將其輸入到“卡片值”區域，第二個序號採取相同的做法，兩組密碼間不留空格。
6、點擊“提交”。
7、成功啟動卡片之後，會為您提供卡片到期日，以及進行其他操作的選項。
請見KB1042 查看使用安全密碼卡登錄的視頻講解。
請見KB1942 查看重新啟動永久安全登錄設備的說明。
請見KB1943 查看申請替換安全登錄設備的說明。
（如果您的帳戶管理是功能表位於頁面左側的版本）
1、選擇用戶管理，再選擇安全登錄系統功能表選項；
2、點擊“是的，我想加入安全登錄系統”
3、螢幕上將出現在線安全卡圖片。點擊右上角的“列印”選項（或者點擊滑鼠右鍵將圖片保存到桌面上）。
4、點擊“確認”選項啟動卡片。螢幕上將出現兩個卡片序號。
5、找出圖片上與第一個序號對應的三位字母-數字密碼，將其輸入到“卡片值”區域，第二個序號採取相同的做法，兩組密碼間不留空格。
6、點擊“提交”。
7、成功啟動卡片之後，會為您提供卡片到期日，以及進行其他操作的選項。
如何获得在线安全密码卡
背景知识
在线安全密码卡是一种在过渡期使用的安全设备，供身边没有永久设备而使用临时码登录账户的用户使用。分配临时码时盈透强烈建议客户登录账户管理选择在线安全卡，这么做的主要益处是：
- 通过在登录时分配随机密码提供更高等级的保护，从而不受网络黑客侵害；
- 提供更长时间（21天 ：临时码2天）的保护，能重新激活永久设备，之后便可以弃用；
- 允许取款及信息更改，可免去与临时码用户相同的限制；
- 能够在账户管理中直接获取并打印，并允许在不联系客户服务的情况下重新激活永久设备。
在账户管理中获取卡片的步骤如下：
（如果您的账户管理是菜单位于页面顶部的版本）：
1、选择管理账户，安全，再选择安全登录系统菜单选项；
2、点击“是的，我想加入安全登录系统”，再点击“继续”
3、屏幕上将出现在线安全卡图片。点击右上角的“打印”选项（或者点击鼠标右键将图片保存到桌面上）。
4、点击“确认”选项激活卡片。屏幕上将出现两个卡片序号。
5、找出图片上与第一个序号对应的三位字母-数字密码，将其输入到“卡片值”区域，第二个序号采取相同的做法，两组密码间不留空格。
6、点击“提交”
7、成功激活卡片之后，会为您提供卡片到期日，以及进行其他操作的选项。
请见KB1042 查看使用安全密码卡登录的视频讲解
请见KB1942 查看重新激活永久安全登录设备的说明
请见KB1943查看申请替换安全登录设备的说明
（如果您的账户管理是菜单位于页面左侧的版本）
1、选择用户管理，再选择安全登录系统菜单选项；
2、点击“是的，我想加入安全登录系统”
3、将出现在线安全卡图片。点击右上角的“打印”选项（或者点击鼠标右键将图片保存到桌面上 ）。
4、点击“确认”选项激活卡片。屏幕上将出现两个卡片序号。
5、找出图片上与第一个序号对应的三位字母 - 数字密码，将其输入到“卡片值”区域，第二个序号采取相同的做法，两组密码间不留空格。
6、点击“提交”
7、成功激活卡片之后，会为您提供卡片到期日，以及进行其他操作的选项。
How to Obtain an Online Security Code Card
Background:
The Online Security Code Card serves as a transitional security device, available to users who do not have their permanent device in their possession and who have therefore been issued a temporary passcode for account login purposes. Upon issuance of the temporary passcode IB strongly encourages recipients to log into Account Management and elect the the Online Security Card with the principal benefits of doing so as follows:
- Enhanced protection from Internet hackers through the assignment of random passcodes at login;
- Provides extended window (21 days vs. 2 for temporary passcode) to secure and reactivate the permanent device, after which it can then be discarded;
- Allows for withdrawals and information changes without the restrictions imposed upon temporary passcode users;
- Can be obtained and printed directly from Account Management and allows for re-activation of the permanent device without Customer Service contact.
The steps for obtaining the card within Account Management are as follows:
(If your Account Management version has menu options across the top):
1. Select the Manage Account, Security and then Secure Login System menu options;
2. Click 'Yes, I want to participate in the Secure Login System' and then 'Continue'
3. You will be presented with an image of the Online Security Card. Click on the 'Print' option located in the upper right-hand corner (or right click the mouse button to save image to desktop).
4. Click on the 'Confirm' option to activate the card. Two card index values will appear on screen.
5. Reference the three-digit alpha numeric code on the image which corresponds to the first index number and enter into the 'Card Values' field and repeat for the second index number leaving no spaces in between.
6 Click 'Submit'
7. Once you have successfully activated your card you will be provided with the card expiration date along with options to proceed with other tasks.
See KB1042 for video instructions on logging in with the Secure Code Card.
See KB1942 for instructions on re-activating the permanent Secure Login Device
See KB1943 for instructions on requesting a replacement Secure Login Device
(If your Account Management version contains a series of menu options along the left-hand side)
1. Select the User Management and then Secure Login System menu options;
2. Click 'Yes, I want to participate in the Secure Login System'
3. You will be presented with an image of the Online Security Card. Click on the 'Print' option located in the upper right-hand corner (or right click the mouse button to save image to desktop).
4. Click on the 'Confirm' option to activate the card. Two card index values will appear on screen.
5. Reference the three-digit alpha numeric code on the image which corresponds to the first index number and enter into the 'Card Values' field and repeat for the second index number leaving no spaces in between.
6 Click 'Submit'
7. Once you have successfully activated your card you will be provided with the card expiration date along with options to proceed with other tasks.
Troubleshooting Trading Platform Login Failures
Click on the link below which best describes your situation:
10. I am able to log into Account Management with my temporary passcode but not the trading platform
a. Confirm whether your account has been approved. Accounts which have not been approved or which have been approved after the daily cut-off time are provided access solely to Account Management and not the trading platform (access will be provided next day if approved after daily cut-off time)
b. Confirm whether your account has been funded with the deposit minimum of USD 10,000, or equivalent. Accounts which have not been funded at this level are provided access solely to Account Management and not the trading platform.
c. Confirm whether your account remains open. Accounts which have been closed, either by customer action or by IB due to no balance, no longer have access to the trading platform but continue to have access to Account Management in order to obtain activity and tax statements. Access to Acount Management is provided using the same User Name and password combination which existed when the account was open and do not require the use of the security device.
d. If you are attempting to log into your paper trading account, make sure that you are not using the user name and password combination from your live account.
a. If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format
a. 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 Customer Service Centers.
b. Confirm that your Internet connection is active (test by accessing another website). If you are unable to establish an Internet connection you will need to contact your Internet Service Provider for assistance.
c. Confirm whether you are operating under a firewall which is blocking the TWS connection. If so, the firewall would need to be re-configured in order to provide access.
d. 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.
a. If you are temporarily without possession of your security device, interim access may be provided by contacting your regional Customer Service 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 Account Management 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 Account Management 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 Account Management and select the menu option to re-activate your security device.
a. In the case of a lost or damaged security device, you will need to contact our Customer Service 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 Account Management access.
a. The temporary passcode is intended to provide full access to both Account Management 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 Account Management for an additional period of 10 days. The Account Management access, however, is limited solely for the purpose of printing or saving the on-line security card.
If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days. If you are unable to log into Account Management, you will need to contact your regional Customer Service center for assistance.
a. The on-line security card is intended to provide full access to both Account Management 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 Customer Service center for assistance and to provide information as to the status of your permanent security device.
a. 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 timeframe 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.
10. I am able to log into Account Management with my temporary passcode but not the trading platform
a. If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days.
If you are unable to log into Account Management, you will need to contact your regional Customer Servicecenter for assistance.
a. 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 Account Management and select the reactivate security device menu option. Once reactivated, neither the temporary passcode nor on-line security card will remain operable.
