Determining SIPC coverage where multiple accounts exist

Multiple accounts maintained in the same name and taxpayer ID number are grouped for purposes of applying the maximum per client protection limits of $500,000 by SIPC and $29.5 million under Lloyd’s supplementary protection. However, if you hold accounts with IB in separate capacities (for example, an account in your name, a trust account of which you are the trustee or a beneficiary, or a joint account), then each account would be protected by SIPC and the supplementary protection up to the stated limits.

How can I request for a replacement secure login device or temporary security code?

Overview: 

IB is committed to protecting your account and your account assets from fraudulent practices. The Secure Login System provides an extra layer of security to your account. For security purposes, all replacement security device requests must be addressed via telephone and only after the identity of the named account holder or authorized user has been verbally verified. For assistance in accessing your account immediately and obtaining a replacement security device, please contact Customer Service via telephone to restore login access.

My account is enrolled in the Secure Login System and I am currently accessing my account through a temporary passcode. How long will this passcode last?

IB will issue a temporary passcode to secure login system participants in the event their security device has been misplaced, lost or damaged.  The temporary passcode is intended to provide full access to both Account Management and 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.

The on-line security card, in contrast, has a lifespan of 21 days, providing the account holder with an opportunity to locate the misplaced device or have the lost or damaged device replaced. Account holders who remain without their physical security device and are unable to log in using either the temporary passcode or on-line security card will need to contact Customer Service in order access the account.  

IMPORTANT NOTICE

As a matter of policy, IB will not issue consecutive temporary passcodes to a given account, but rather will act to restore the account protection to the most secure level, which is that provided by the physical security device.

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.

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