Verification of Mobile Telephone Numbers

Background: 

Customers which have completed the steps of verifying their mobile telephone numbers with IB will be able to receive many account related communications directly to their phones in the form of a text message. This will help to reduce the need to access the Account Management Message Center for information on items such as Funding. In addition, once a mobile number has been verified iPhone users will be able to install the IB Key application. This will allow your iPhone to operate as a security device.

Verification of a mobile number may be done through one of the following methods:

How to Enable Messaging Through Account Management

Background: 

Customers who wish to enable messaging to their mobile phone will benefit by receiving IB notifications via text message rather than only through Account Management’s Message Center. Please follow the steps below in order to verify your mobile number and set up your account for messaging.

1. Log in to Account Management and navigate to Manage Account > Account Information > Details > Profile

 
 
2. From within the table provided, click on the Modify link for the individual
 
 
 
3. Within the section Phone Number(s), click on the box to enable Use for Messaging. Once completed, click Continue
 
  • Note, if you have not yet entered a mobile number, click the Add Additional Number button and enter in the mobile number.
  • If you are entering a US number, enter the email for mobile messaging. This is generally composed of your telephone number (including country code) plus the address locator based on the phone service. For example, 1231234567@tmomail.net
 
4. Click through the next screen by clicking Continue. You will then be presented with the below confirmation.
 
 
 
5. After clicking Continue, you will see a Pending Item from the Account Management home page. If you are not automatically brought to the page, click on the IB trader icon from the upper left hand side of the page.
 
 
 6. Enter the Pending Items tab and click on the Complete link on the line item Validate Mobile Phone Numbers
 
 
7. You will be sent a text message with a confirmation number. You will be required to enter this on the below page and click Validate to complete the process. Should you not receive the text, you may request that it be resent by clicking on the Resend Confirmation Numbers button which will be reflected on the screen.
 

Что значит "Ожидание консультанта" в статусе моего запроса о снятии средств?

概観: 

Выполнив вход в "Управление счетом", запросившие вывод средств владельцы клиентских счетов могут увидеть статус "Ожидание консультанта" в разделе "История транзакций".

Информация:

Клиенты консультантов могут использовать "Управление счетом", чтобы создавать запросы о выводе средств так же, как любые другие частные лица. После отправки клиентом подобного запроса консультанту понадобится его одобрить. Если консультант не даст своего согласия, снятие средств все равно совершится, но с задержкой на 3 рабочих дня.

 

Шаги для подтверждения консультантом:

После отправки клиентским счетом запроса о снятии средств консультант получит уведомление о нем по электронной почте. Чтобы дать свое согласие, консультанту потребуется войти в "Управление счетом", открыть раздел Упр. клиентами, Панель управления, выбрать вкладку Вопросы на рассмотрении и нажать кнопку "Согласие", чтобы ускорить обработку запроса.

 

Примечание о периоде резервирования:

Для обеспечения своевременной обработки клиентских запросов о выводе, суммы, превышающие 80% доступных средств, удерживаются до получения согласия консультанта или в течение 3-х календарных дней, если данный срок истечет раньше. Суммы, составляющие меньше 80%, удерживаются до получения согласия консультанта или до следующего рабочего дня.

Данный период существует, чтобы мы могли оповестить консультанта о Вашем запросе о выводе и при необходимости дать ему время сделать эти средства доступными.

Significato dello stato "In attesa del consulente finanziario" accanto alle richieste di prelievo

概観: 

Nella sezione storico transazioni del menu Gestione conto è possibile trovare lo stato "In attesa del consulente finanziario" associato ai conti dei clienti che hanno effettuato l'accesso e richiesto di effettuare un prelievo.

Informazioni:

In base alla struttura dei consulenti finanziari è possibile richiedere prelievi relativi al proprio conto semplicemente accedendo allo stesso menu Gestione conto usato per il conto individuale.  Una volta inoltrata la richiesta di prelievo, è necessaria l'autorizzazione del proprio consulente.  Qualora la richiesta non venga autorizzata, il prelievo sarà comunque elaborato, ma la procedura potrebbe richiedere fino a 3 giorni lavorativi.

 

Procedura di approvazione:

Una volta inoltrata la richiesta di prelievo dal proprio conto cliente, il relativo consulente ne verrà informato tramite una notifica via email e potrà autorizzare la richiesta accedendo alle voci Clienti, Cruscotto e Elementi in sospeso dal menu Gestione conto.  È possibile accelerare la procedura di prelievo in sospeso semplicemente cliccando sul pulsante "Consenso".

 

Informazioni in merito alle richieste in sospeso:

Al fine di poter assicurare una tempestiva elaborazione delle richieste di prelievo da parte dei clienti, eventuali richieste superiori all'80% dell'importo prelevabile resteranno in sospeso fino alla ricezione dell'approvazione del consulente, o, in alternativa, fino ai 3 giorni lavorativi successivi alla richiesta.  Qualora l'importo richiesto sia inferiore all'80%, il periodo di attesa cesserà alla ricezione dell'approvazione del consulente, oppure entro il giorno lavorativo successivo alla richiesta.

Tali tempi di attesa permettono al consulente di essere informato delle richieste di prelievo e di disporre del tempo necessario a reperire eventuali fondi.

Как произвести депозит средств через wire-перевод

Для осуществления безналичного wire-перевода на свой счет сначала необходимо создать уведомление о депозите в "Управлении счетом". После входа в "Управление счетом" выберите Управление средствами и Перевод средств в меню. Затем выберите тип транзакции и депозита, а также метод перевода.

Вас попросят ввести информацию о вашем банке, включая сумму и валюту депозита, а также название отправляющей организации. После этого Вам будут предоставлены все реквизиты (напр., номер ABA, код Swift BIC и банковский номер счета) для печати, которые Вы, в свою очередь, сможете передать в свой банк для инициации wire-перевода. 
 

Обращаем Ваше внимание, что создание данного уведомления обязательно, поскольку информация, необходимая Вашему банку для перевода, отличается в зависимости от выбранной валюты.  Помимо этого, уведомление также обеспечивает незамедлительное попадание средств на соответствующий счет после их получения.
 

При возникновении вопросов обращайтесь в нашу службу поддержки. Контактные номера и часы работы можно найти на странице: http://individuals.interactivebrokers.com/en/index.php?f=1560

Was bedeutet der Status „Warten auf Berater“ neben meinem Auszahlungsantrag?

概観: 

Im Bereich „Transaktionsverlauf“ in der Kontoverwaltung sehen Kunden, die eingeloggt sind und einen Auszahlungsantrag gestellt haben, unter Umständen den Status „Warten auf Berater“.

Informationen:

Unter der Beraterstruktur können Kunden Auszahlungen ebenso wie jeder Einzelkundenkonto-Inhaber beantragen, indem sie sich in die Kontoverwaltung einloggen. Sobald ein Auszahlungsantrag durch ein Kundenkonto gestellt wurde, muss der Berater seine Zustimmung zu dem Antrag erteilen. Stimmt der Berater dem Antrag nicht zu, so wird der Auszahlungsantrag dennoch bearbeitet, aber es kann zu einer Verzögerung von bis zu drei Geschäftstagen kommen.

 

Bestätigungsschritte des Beraters:

Sobald ein Auszahlungsantrag von einem Kunden eingereicht wurde, erhält der Berater eine Benachrichtigung per E-Mail, die ihn über den Auszahlungsantrag des Kunden in Kenntnis setzt. Um den Antrag zu bewilligen, muss sich der Berater in die Kontoverwaltung einloggen und dort dem Menüpfad Kunden verwalten > Zentrale Steuerung folgen und den Reiter Offene Punkte auswählen. Anschließend kann der Berater auf die Schaltfläche „Zustimmen“ klicken, um die Bearbeitung des offenen Auszahlungsantrags voranzutreiben.

 

Hinweis zu Haltefristen:

Um eine zügige Bearbeitung der von Kunden gestellten Auszahlungsanträge zu gewährleisten, gilt für Auszahlungen, deren Volumen einen Grenzwert von 80% des zur Auszahlung verfügbaren Gesamtbetrags überschreitet, eine Haltefrist bis zur Zustimmung durch den Berater oder eine Frist von drei Kalendertagen, wobei das erste eintretende Ereignis maßgeblich ist. Für Beträge unterhalb des Grenzwerts von 80% gilt eine Haltefrist bis zur Zustimmung durch den Berater oder alternativ bis zum nächsten Geschäftstag.

Diese Haltefristen werden angewandt, um sicherzustellen, dass Ihr Berater über Ihren Auszahlungsantrag informiert ist und im Bedarfsfall genug Zeit hat, um Guthaben verfügbar zu machen.

Cómo depositar fondos mediante transferencia por giro bancario

Para realizar un depósito por giro en su cuenta, antes deberá realizar una notificación de depósito a través de Gestión de Cuenta. Una vez se haya conectado, seleccione las opciones de menú Gestión de Fondos y luego Transferencia de Fondos. Desde aquí, seleccione el Tipo de Transacción de "Depósito" y el método "Giro".

Se le pedirá que introduzca los datos bancarios de entrega, incluidas la cantidad de depósito, la divisa de denominación y la institución remitente. Una vez introducida esa información, se le proporcionarán los datos (por ej. número ABA, código Swift BIC y número de cuenta bancaria) en un formulario imprimible el cual, a su vez, usted puede proporcionar a su banco para que inicie la transferencia por giro. 
 

Tenga en cuenta que la creación de esta notificación es esencial, ya que los datos necesarios para que su banco transfiera fondos variarán según la divisa en la que se denomina la transferencia.  Además, esta notificación también sirve para asegurar que los fondos se corresponden con su cuenta inmediatamente después de la llegada.
 

En caso de que tenga más preguntas, por favor, contacte con nuestros centros de Atención al Cliente. Los números de contacto y las horas de funcionamiento pueden encontrarse en el siguiente enlace: http://individuals.interactivebrokers.com/es/index.php?f=1560

Master Account Communication Center (MACC)

Overview

The Master Account Communication Center provides master accounts the ability to view the various correspondence sent by IB to and about your client accounts. In addition, it provides a means to generate and manage communications between you and your clients through the use of Bulletins, Emails or Message Center messages.

 

Accessing the Master Account Communication Center

To access, from the Support menu located in Account Management, select the Message Center item.

My Message Center – This section is where all communications pertaining specifically to the master account only will be managed from.
Manage Client Communications – Clicking this button will bring you to the area where all communications pertaining specifically to your client accounts will be managed from.

 

 

Sent By IB tab

This tab houses a copy of the communications which are sent to your clients by IB which were previously found in the ‘SubAct Messages’ tab in the Message Center. Communications found on this tab are copies which are sent to you as the master account, in order to ensure you are aware of messages being sent to or about your client accounts. As these messages are intended to keep you as the master informed, IB will send the message template, which often contains keywords or variables, and not the complete message content as sent to each account. Also included is a list of the recipient client accounts. Master account users can receive the full content of the messages by electing to receive a copy via email. Messages to client accounts are handled in this fashion so you are made aware of messages sent without being overwhelmed with individual copies of each message sent to every account.

 

 

Clicking a message will display the View Message window. From this window, you can elect to:

  • Email Details – This sends an email to your email address with the complete content of the message sent to or about your clients.
  • Submit Inquiry – This allows you to submit an inquiry to IB specifcially referencing the IB originated message
  • Delete – This will delete the message.

 

 

Send Message To Clients button

Click this button in order to begin composing a new message which you will be sending to your clients. Users are afforded the option of creating preformatted messages, or templates, which can be reused for sending future communications, eliminating the need for master users to reconstruct messages they may need to send multiple times.

Once clicked, the Message Editor window will appear and is where master users will create their
communications.

Step 1: Compose Message – To begin the process, select whether you’d like to use an existing template, create a new template or send a one time message.

Step 2: Select Delivery Method – Determine the Select the communication channel by which your client will receive the message; Message Center – delivers your message to your client’s Message Center; Email ‐ delivers your message to the email address of record for your client;TWS Bulletin ‐ delivers your message as a bulletin to the TWS if your client has access.

Step 3: Select Accounts – Here you will select the recipients of the message. Click the Manage Recipients button to see a list of all of your client accounts.



The Manage Recipients window provides you with a list of all open client accounts, complete with account numbers and account titles. The filter bar allows you to input text for quickly locating accounts.

Select the account(s) you wish to communicate with by checking the box next to the account number. After the accounts have been selected, click the ‘Done, back to message’ button at the bottom of the page. This will bring you back to the Message Editor window which will populate the recipients based on your selections.

Step 4: Message – Here you compose your message.

  1. ReplyTo ‐ This area allows you to select the email address which recipients of your message can reply to. The selection is limited to those email addresses which are associated with users on your master account.
  2. Subject – Enter the subject of your communication.
  3. Show White Branded Banner and Footer ‐ This selection allows the message to be sent with a banner. If you have whitebranding set up, your banner will be displayed. 
  4. Content ‐ This is the body of the message being sent.
  5. Message Signature – Allows you select from a list of active users on your master account.
  6. Function Buttons

a. Help – Provides users a brief explanation for sending messages.
b. Cancel – Returns the user to the previous screen.
c. Preview to Send – Click to send your message. Prior to sending your message, you are provided an opportunity to preview your message and make adjustments if needed.

 

Preview to Send button

Once you have composed your message and are ready to send, click the Preview to Send button on the Message Editor page. This will show you a preview of the composed message prior to sending to your clients.

 

Sent By Me tab

The Sent By Me tab displays messages which you have previously sent to your clients and the information related to those messages, including the date and time the message was sent, the number of recipients, the delivery status and the communication channel. Clicking a message will display the message status for each individual recipient and give users the opportunity to view the specific message as sent to customers as well as the ability to resend the message to all.

 

Manage Templates tab

The Manage Templates tab will display all message templates which you have created and saved allowing quick access to send preformatted communications to your clients. To use one of the templates, after selecting, press the Send New Message button at the bottom of the page. This will load your template into the Send New Message window.

  • View Template – This allows you view any previously created message template in all communication methods.
  • Edit Template – This allows you edit any previously created message template.
  • Create New Template – Select this option to create a new message which once saved, can be reused when you are sending communications to your clients.

 

Message Staging

As Interactive is a highly automated firm, we have a number of processes which generate and send communications to clients about various topics. In order to provide master accounts with greater control over the number and types of messages which their clients receive, and in some instances the content, we have developed ‘message staging’ or delayed message delivery. This feature will delay the delivery of a message until either you make a decision as to the action which should be taken with a message or if no decision is made, the delivery time has been reached.

 
Enable Staging

Master accounts who wish to take advantage of message staging will need to enable the functionality.  By default, message staging is not enabled.  Enabling is done by clicking the Enable Staging button located in the client communication area of the Message Center.

Please note, making this election can temporarily increase the number of message which you as the master account receive until an election is made by you to determine how future instances of messages will be handled.  Should you wish to cease participation, you may change your election on the 'To Be Sent By IB' tab which will appear once enabled.

 

Notification

When a new message has been sent by IB which has been tagged for your review, a notification will be sent to your Message Center and via email. These notices also specify the delivery date and time at which a message will be delivered to your client if no action has been taken.

 
 
Access

To access staged messaged, you can either click the Manage Staging button or select the To Be Sent By IB tab. This view displays the following information pertaining to the pending message:

  • Date/Time – Displays when IB sent the message.
  • Delivery Date ‐ Displays when the message will be delivered to your client if no action is taken by the master account.
  • Subject – Displays the subject of the message.
  • #Recipients – Displays the number of client accounts who will receive the message.
  • Message Status – Displays the current status of the message.
  • Channel – Displays the communication methods by which a message will be delivered (W = Message Center, E = Email, B = TWS Bulletin)

 

Review

On the To Be Sent By IB tab, click on a message in order to review the content, a list of recipients and the delivery status. The resulting screen will display a preview of the message as it will appear to your client depending upon the communication method(s) selected. The buttons available here will perform the following actions:

  • View Recipients – This will display a list of all recipients for a particular message. This view also affords the ability to select a specific account to view the exact message content which will be sent to the client(s).

  • Send As Is – This will send the message to your client(s) as it exists.
  • Reject Message – This will allow you to prevent the message from being delivered to your client(s). You are afforded the option to either Always Reject which will prevent all further message of this type from being delivered or to Reject Once which will only prevent the delivery of this specific message but allow to make the decision again in the future.

  • Close Preview – This will close the preview window and return you to the Message Center.


 

 

 

 

 

 

Frequently Asked Questions (FAQs)

What is MACC?
The Master Account Communication Center provides master accounts the ability to view the various correspondence sent by IB to and about your client accounts. In addition, it provides a means to generate and manage communications between you and your clients through the use of Bulletins, Emails or Message Center messages.

What is Message Staging?
When enabled, message staging allows master accounts the opportunity to make delivery determinations for certain messages which IB sends to your client accounts.  These decisions once made are saved and will dictate how certain messages are handled for you accounts in the future.

When will my Message Staging election become effective?
Your staging election will become effective with the next server restart.  These typically take place overnight.

What happens to staged messages which I have not made a decision on if I opt out?
Any pending message will remain in a ‘pending decision’ status until the staging period expires at which point it will automatically be delivered.

If I elect to opt out of Message Staging, what will happen to the decisions which I previously made on messages?
In this case, your elections will no longer apply to the messages being delivered however those elections will remain saved should you decide to participate again at a later date.

Account Management using Safari browser

Most recent versions of web browsers contain a feature which prompts users to save their user name and password when logging into various sites on the Internet.  While convenient in practice, this feature introduces a significant security risk in that it allows anyone with access to the computer to log into those sites where the password has been saved.  As a result, many sites that deal with highly sensitive information, including IB's Account Management, have controls which do not allow this feature to be utilized. While most browsers such as Mozilla Firefox, Internet Explorer and Google Chrome allow for such controls, others such as Apple's Safari do not.   As a result, Safari users who attempt to use the password save feature may experience log in failures on future log in attempts.

Should this occur, you will need to remove the saved login credentials through the following steps:

 
1) When Safari is in the foreground click on the menu Safari --> Preferences
2) Click on the icon AutoFill on the toolbar
3) Click on the button “Edit..." close to User names and password


4) Locate the line related to the Account Management web site and select it
5) Click on the button “Remove
6) Close and reopen Safari and you should be now able to log in . Upon log in you will be prompted whether to save user/pass again for the website. Please answer “Never for this website” or "Not now".

 

Syndicate content