How do I change my email address?

Overview: 

To change your email address you will first need to submit the request through Account Management. From within Account Management, select the Manage Account, Security and then Change Email Address menu options. If your account is not enrolled in the Secure Transaction Program, an additional verification step will take place consisting of telephone confirmation of your change request. To complete this verification step you will need to contact our Customer Service center directly via telephone.

Glossary terms: 

Can I change my password online?

Overview: 

Account holders who are able to log into Account Management may change their password by selecting the Manage Account > Security > Change Password menu option. Passwords must be between 6 and 40 characters in length and must contain at least one alpha and one numeric character.

Account holders who are unable to log into Account Management may change their password through the Online Password Reset tool. The password rules stated above will still apply. You may either click HERE, use the "Forgot Password?" link at the bottom of the Account Management login page, or click the link provided upon an invalid login to TWS to request a password reset.

  

IMPORTANT NOTE

Passwords greater than 8 characters in length are only supported on newer versions of IB's software. More details are provided on the password reset page within Account Management. Account holders may also contact Customer Service for assistance with password changes. For security purposes, all log in issues and password requests can only be addressed once the identity of the named account holder has been verified.

A/B SIGNATORY OVERVIEW

Overview: 

 

The concept of multiple, or A/B, signatories is intended to provide multi-user institutional accounts with an internal fraud and error control typically employed by these institutions in other operational facets of their business.  This control mechanism requires that multiple individuals provide confirmation of a given request prior to IB acting upon it. Control is accomplished through the three steps outlined below.:

Background: 

 

  1. Defining those functions which require control via a multi-user authorization process.
    1. IB has defined two functions, the creation or modification of additional users and funds management as those which may be controlled via multi-user authorization.
  1. Specifying the number of account users necessary to provide adequate control.
    1. For a given function, up to 3 users, or Authorizers, may be specified as being required to provide approval prior to the processing of a request. 
    2. The number of Authorizers specified logically cannot exceed the number of users associated with the account.
    3. For control purposes (i.e. do not want to allow a given user to circumvent the authorization process by unilaterally making changes), the number of Authorizers can never be decreased only increased.
    4. This process is managed through the Account Administration/Authorizations menu options within Account Management
  1. Delineating levels of authority for each Authorizer.
    1. One of 2 levels of authority, either ‘A’ – high or ‘B’ – low, must be specified for each Authorizer.
    2. For any function requiring control, a minimum number of ‘A’ Authorizers who are required to provide approval before a request can be processed must be specified
    3. The minimum number of ‘A’ Authorizers specified for a particular function cannot logically exceed the number of ‘A’ Authorizers set up for that function.
    4. When the required number of Authorizers that is required to provide approval exceeds the minimum number of ‘A’ Authorizers specified, either ‘A’ or ‘B’ Authorizers are eligible to provide the balance of approval.
    5. This process is managed through the Account Administration/User Access Rights menu options within Account Management
    6. The table below illustrates the authorization scenarios which are possible based upon the set up criteria (# of Authorizers and minimum ‘A’ signatories required) established by the account holder.

 

 

 
POSSIBLE A/B AUTHORIZATION SCENARIOS
# of Authorizers
Specified
Minimum # of ‘A’
Signatories
Specified
# of ‘A’
Signatories Required to Authorize
# of ‘B’
Signatories Required to Authorize
0
0
0
0
1
1
1
0
2
2
2
0
2
1
1 or 2
1 if only 1 ‘A’ has signed, 0 if 2 ‘A’s have signed
3
1
1, 2 or 3
2 if only 1 ‘A’ has signed, 1 if only 2 ‘A’s have signed,0 if 3 ‘A’s have signed
3
2
2 or 3
1 if only 2 ‘A’s have signed, 0 if 3 ‘A’s have signed
3
3
3
0
 

 

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