Cómo devolver el dispositivo de seguridad a Interactive Brokers ?

En el caso que necesite devolver el dispositivo de seguridad a Interactive Brokers (debido a que ha sufrido daños, malfuncionamiento, consolidación de la cuenta o para cerrarla), siga por favor las siguientes instrucciones:

  1. Descargue e imprima el  Secure Login Device Return Form.
  2. Rellene el formulario e inclúyalo en un paquete junto al dispositivo.
  3. Envíe por correo postal el paquete a la dirección de correo correspondiente que encontrará más abajo.

Para su protección, recomendamos encarecidamente usar un sobre acolchado, y una mensajería que utilice números de seguimiento (ej. UPS, FedEx, DHL, o USPS Express Mail) ya que usted será el responsable del dispositivo de seguridad hasta su devolución. Por favor calcule 3 días desde el envío para que se vea reflejado en su cuenta la recepción del dispositivo por parte de IB. El tiempo de entrega puede variar debido a retrasos del mensajero.

Pasos adicionales en caso de una devolución para reemplazo
Si se devuelve para reemplazarlo y no para cerrar la cuenta, por favor llame al departamento de soporte de seguridad en el 1-203-618-4006 o 00800-42-276537 (gratuito desde España) para notificar el dispositivo defectuoso y le daremos un código de seguridad temporal que le permita seguir accediendo a su cuenta hasta que reciba el nuevo dispositivo de seguridad. IB ofrece diferentes dispositivos de seguridad, estas son las consideraciones a tener en cuenta de cada uno de ellos para su reemplazo:
 

Para Usuarios Platinum:
Si quiere devolver un dispositivo Platinum (figura 1) y necesita reemplazarlo,  tiene que acceder al Menú de Gestión de Cuenta para solicitar uno nuevo. Esto es necesario debido a la seguridad de este dispositivo. Puede solicitar un nuevo dispositivo sólo una vez que IB tenga constancia de la recepción del anterior dispositivo ya que sólo se puede asociar uno a su cuenta. Una vez solicitado, asegúrese de imprimir la página que contiene su número PIN y la frase de seguridad que necesitará para activar su nuevo dispositivo.

Figura 1

 

Para Usuarios Alpine:
Si quiere devolver un dispositivo Alpine (Figura 2) IB lo reemplazará por una tarjeta de seguridad digital como la que se muestra más abajo. Los dispositivos Alpine están siendo retirados y no están ya disponibles.

Figura 2

 

Para Usuarios de la Tarjeta de Seguridad Digital (DSC) :
Si quiere devolver una tarjeta de seguridad digital, necesita acceder al Menú de Gestión de Cuenta y solicitar una nueva tarjeta. Esto es necesario dada la existencia de un PIN para esta tarjeta. Por favor recuerde su PIN ya que lo necesitará para su activación.

 

Para usuarios de Tarjeta de Códigos de Seguridad:
Este tipo de tarjetas no necesita ser devuelto a IB, y puede ser deshechado y descartado.

Dirección Postal para clientes de US & Canada: Dirección Postal para clientes de EU: Dirección Postal para clientes de Asia: Dirección Postal para clientes de Australia:
Interactive Brokers, LLC.
Attn: Token Return Department
2 Pickwick Plaza
Greenwich, CT 06830
(203) 618-4006

Interactive Brokers (U.K.) LTD.
Attn: Token Return Department
Gotthardstrasse 3
CH-6301 Zug
Switzerland
+41-41-726-9500

Interactive Brokers, LLC.
Attn: Token Return Department
Hong Kong Suite 1512, Pacific Place 88
Queensway Admiralty, Hong Kong

Cantonés:
+852-2156-7907
Mandarín:
+86 (21) 6086 8586

Interactive Brokers, LLC.
Attn: Token Return Department
Grosvenor Place, Level 42
225 George Street
Sydney, 2000
+61 (2) 8093-7300

Cierre de Cuenta
El acceso al Menú de Gestión de Cuenta una vez cerrada la cuenta para revisar o imprimir sus extractos de actividad es posible sin el dispositivo de seguridad. Sólo necesitará su usuario y contraseña.

Para más preguntas o explicaciones, por favor contacte uno de nuestros especialistas en seguridad en el tlf 1-203-618-4006, o envíe un email a tac@interactivebrokers.com
 

Para información sobre las tarifas por reemplazar los dispositivos de seguridad perdidos, robados, dañados o no devueltos al cierre de la cuenta por favor consulte KB1861.

 

Comment obtenir une carte temporaire de sécurité en ligne

Informations générales

La carte temporaire de sécurité en ligne sert de dispositif de sécurité de transition. Elle est proposée aux utilisateurs qui ne disposent pas d'un dispositif de sécurité permanent et ont reçu un code de sécurité temporaire. Une fois que vous aurez reçu ce code temporaire, nous vous recommandons de vous connecter à la Gestion de Compte et d'activer la carte temporaire de sécurité qui offre les avantages suivants :

- Une protection renforcée contre le piratage sur Internet grâce à l'attribution de code d'accès aléatoires;

- Un délai prolongé (21 jours au lieu de 2 jours avec le code d'accès temporaire) pour sécuriser et réactiver le dispositif de sécurité permanent, après quoi la carte temporaire peut être détruite ;

- La possibilité d'effectuer des retraits et de modifier ses informations sans les restrictions imposées aux utilisateurs du code d'accès temporaire;

- Elle peut être obtenue et imprimée directement à partir de la Gestion de compte et permet une ré-activation du dispositif de sécurité permanent sans devoir contacter le Service Clientèle.

Obtenir la carte dans la Gestion de compte - Instructions étape par étape


1. Sélectionnez  Configuration du compte> Securité puis Système d'accès sécurisé (dans la version anglaise de la Gestion du compte: Manage Account> Security puis Secure Login System)

 

2. Cliquez sur Oui, je souhaite utiliser le système d'accès sécurisé puis Continuer (version anglaise: Yes, I want to participate in the Secure Login System puis Continue)

 

3. Vous verrez alors une image de la carte temporaire de sécurité.

4. Cliquez sur l'option Imprimer (Print) située au dessous de la carte de sécurité (ou faites un clic droit avec la souris pour sauvegarder l'image sous forme de fichier sur votre ordinateur).

 

5. Cliquez sur l'option Confirmer (Confirm) pour activer la carte. Deux valeurs s'afficheront. Si vous vous apercevez que votre carte n'a pas été imprimée correctement, vous pouvez cliquer sur la touche "précédent" (Back) afin d'afficher l'image de la carte temporaire de sécurité en ligne.

 

6. Trouvez le code numérique à trois chiffres qui correspond au numéro affiché (comme indiqué ici avec le chiffre 1). Tapez ce code dans le champ. Faites de même pour le deuxième code numérique et tapez le deuxième code sans laisser d'espace. Appuyez sur "Envoyer" (submit).

 

7. Une fois votre carte activée, vous recevrez une liste d'appareils de sécurité ainsi que l'option de procéder à d'autres tâches.

 

 

 

Consultez l'article KB1042 pour voir une vidéo sur la connexion avec une carte de sécurité

Consultez l'article KB1942 pour voir comment réactiver une carte de sécurité permanente 

Consultez l'article KB1943 pour voir comment remplacer une carte de sécurité

 

 

Comment retourner mon appareil de connexion sécurisée à Interactive Brokers ?

Pour retourner votre appareil d'accès sécurisé à Interactive Brokers (s’il est défaillant, ou en raison de consolidation ou fermeture de compte), veuillez suivre les instructions ci-dessous :
  1. Téléchargez et imprimez le Secure Login Device Return Form.
  2. Complétez le formulaire et emballez-le avec votre appareil.  
  3. Envoyez votre colis à l’adresse ci-dessous.
Pour votre protection, nous vous recommandons d’utiliser une enveloppe matelassée ou renforcée et un service d'expédition qui fournit un numéro de suivi (par exemple UPS, FedEx, DHL, ou USPS Express Mail) car vous êtes responsable du retour de l’appareil. Comptez un minimum approximatif de 3 jours après l’expédition pour que votre compte reflète la réception de l’appareil. Notez que la livraison peut varier en raison du retard des transporteurs.
 
Informations complémentaires en cas de retour d’un remplacement
S’il s’agit du retour d’un remplacement et non d’une fermeture de compte, veuillez contacter notre équipe support sécurité au +1-203-618-4006 ou +41-41-726-9500 pour nous informer de votre appareil défectueux et nous vous fournirons un code de sécurité temporaire qui vous permettra de continuer à accéder à votre compte jusqu’à ce que vous receviez un remplacement. IB offre plusieurs types d’appareils. Vous trouverez ci-dessous des informations complémentaires pour chaque type :
 
Appareil Platinum :
Si vous retournez un appareil de connexion sécurisé Platinum (photo 1) et nécessitez un remplacement, veuillez faire la demande dans la Gestion de Compte. Cette démarche est nécessaire en raison des caractéristiques de sécurité améliorée de ce dispositif. Vous ne pourrez demander un nouvel appareil que lorsque IB aura accusé réception de l’appareil retourné car un seul périphérique à la fois peut être connecté à votre compte. Une fois la commande faite, assurez-vous d’imprimer la page de confirmation qui contient un code PIN et un mot de passe unique nécessaires pour activer votre nouvel appareil.
Photo 1
 
Appareil Alpine :
Si vous retournez un appareil de connexion sécurisée Alpine  (photo 2), IB remplacera l’appareil par une carte de sécurité numérique comme ci-dessous. La production des appareils Alpine a été arrêtée et ils ne sont donc plus disponibles pour distribution.
Photo 2
 
Carte de sécurité numérique (DSC) :
Si vous retournez une carte de sécurité numérique et nécessitez un remplacement, veuillez faire la demande dans la Gestion de Compte. Cette démarche est nécessaire en raison de la fonction PIN de la carte. Veuillez mémoriser votre PIN car vous en aurez besoin pour l’activation de votre carte.
 
Carte de sécurité à code :
Il n’est pas nécessaire de renvoyer ces cartes qui peuvent être détruites.
Adresse postale aux États-Unis et Canada: Adresse postale en Europe: Adresse postale en Asie: Adresse postale en Australie:
Interactive Brokers, LLC.
Attn: Token Return Department
2 Pickwick Plaza
Greenwich, CT 06830
(203) 618-4006

Interactive Brokers (U.K.) LTD.
Attn: Token Return Department
Gotthardstrasse 3
CH-6301 Zug
Switzerland
+41-41-726-9500
Interactive Brokers, LLC.
Attn: Token Return Department
Suite 1512,
Two Pacific Place
88 Queensway Admiralty, Hong Kong
 
Cantonais:
+852-2156-7907
Mandarin:
+86 (21) 6086 8586
Interactive Brokers, LLC.
Attn: Token Return Department
Grosvenor Place, Level 42
225 George Street
Sydney, 2000
+61 (2) 8093-7300
Fermeture de compte
L’accès à la Gestion de Compte pour consulter et/ou imprimer des rapports d’activité et des formulaires d’impôts est prévu après le retour de votre appareil et la fermeture de votre compte. Une fois fermé, vous pourrez vous connecter avec votre nom d’utilisateur et mot de passe, sans le dispositif de sécurité.
 
Si vous avez des questions ou besoin de clarification, veuillez contacter l’un de nos spécialistes sécurité au +1-203-618-4006 ou +41-41-726-9500, ou envoyez un email à tac@interactivebrokers.com
 
Pour en savoir plus sur les frais de remplacement des dispositifs de sécurité qui sont perdus, volés, endommagés ou non retournés à la clôture du compte, voir KB1861.
 

 

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

 

Reaktivierung eines dauerhaften Sicherheitsgeräts

Kontoinhaber, deren Login-Sicherung sich in einer Übergangsphase befindet, erhalten ein begrenztes Zeitfenster (2 Tage bei einem temporären Token, 21 Tage bei einer Online-Sicherheitscodekarte), um ihr dauerhaftes Sicherheitsgerät wieder in ihren Besitz zu bringen und zu reaktivieren. Nach Ablauf dieser Frist wird der Kontozugang gesperrt und der Kontoinhaber muss Unterstützung durch den Kundenservice anfordern. Falls Sie Ihr dauerhaftes Sicherheitsgerät oder Ihr Ersatzgerät für dieses innerhalb des genannten Zeitfensters wieder in Ihren Besitz bringen konnten, können Sie das Gerät ohne erforderliche Unterstützung des Kundenservice reaktivieren, indem Sie die nachstehenden Schritte befolgen:

Loggen Sie sich unter Verwendung Ihres temporären Tokens oder Ihrer Online-Sicherheitscodekarte in die Kontoverwaltung ein.

1. Klicken Sie im Menü auf Konto verwalten --> Sicherheit --> Secure-Login-System --> Sicherheitsgerät;

 

2. Wählen Sie die Option „Mein neues/bestehendes Sicherheitsgerät aktivieren“ aus und klicken Sie auf „Weiter“;

 

3. Bestätigen Sie, dass die Seriennummer des online aufgeführten Sicherheitsgeräts mit der Nummer auf der Rückseite des Gerätes in Ihrem Besitz übereinstimmt. Wenn dies der Fall ist, klicken Sie auf die Schaltfläche „Aktivieren“. Falls die Nummern nicht übereinstimmen, kontaktieren Sie bitte den Kundenservice. Wenn Ihnen mehrere Sicherheitsgeräte zugeordnet sind, werden Ihnen online die Seriennummern aller Ihrer Geräte angezeigt und Sie müssen zunächst die zu dem betroffenen Gerät gehörige Nummer auswählen, bevor Sie auf die Schaltfläche „Aktivieren“ klicken.

4. Anschließend werden Sie zur Eingabe eines Passwortcodes von Ihrem Gerät aufgefordert, ähnlich wie bei dem Authentifizierungsvorgang im Zuge eines Logins. Wenn Sie den Code eingegeben haben, klicken Sie auf die Schaltfläche „Übermitteln“. Wenn dieser Schritt erfolgreich ausgeführt wurde, wird Ihr dauerhaftes Sicherheitsgerät reaktiviert und muss im Folgenden wieder bei jedem Login verwendet werden.

 

Wie kann ich das IB Sicherheitsgerät an Interactive Brokers LLC zurückschicken?

Background: 

Falls Sie Ihr Sicherheitsgerät an IB zurückschicken müssen (durch Beschädigung, Kontokonsolidierung oder Kontoschliessung), folgen Sie bitte den unten aufgelisteten Instruktionen:

 

Falls Sie Ihr Sicherheitsgerät an IB zurückschicken müssen (durch Beschädigung, Kontokonsolidierung oder Kontoschliessung), folgen Sie bitte den unten aufgelisteten Instruktionen:

  1. Laden und drucken Sie das Sicherheitslogingerät Rücksendeformular.
  2. Füllen Sie das Formular aus und packen Sie es zusammen mit dem Sicherheitsgerät ein.
  3. Schicken Sie das Paket an eine der unten aufgeführten Adressen.

Zu Ihrem Schutz empfehlen wir Ihnen einen gepolsterten Umschlag und einen Kurierservice mit Verfolgungsnummer (z.B. UPS, FedEx, DHL oder Deutsche Post Express Post) zu benutzen, da Sie für die Rücksendung verantwortlich sind im Falle eines Verlusts auf dem Weg zu unseren Büros. Bitte erlauben Sie die Dauer von 3 Tagen für den Erhalt und die Entfernung des Sicherheitsgeräts von Ihrem Konto. Bitte beachten Sie, dass die Lieferungszeit je nach Kurier Verspätung haben kann.

Zusätzliche Aktionen für Ersatzgeräte
Falls dies eine Ersatzgeräterücksendung und keine Kontoschliessungsrücksendung ist, rufen Sie bitte unsere technische Hilfsdienstabteilung unter 00800-42-276537 Option 2, 3 und die 2 an, um uns über Ihr defektes Gerät zu informieren und, damit wir Ihnen einen temporären Token zum weiteren Einloggen in die Kontoverwaltung und Trader Workstation aktivieren und zur Verfügung stellen können, bis das neue Ersatzgerät bei Ihnen eingetroffen ist. IB stellt mehrere verschiedene Gerätetypen zur Verfügung und die Ersatzprozederen dafür sind unten aufgeführt:
 

Für Platinum User:
Falls Sie Ihr Platinum Sicherheitslogingerät zurückschicken (Bild 1) und ein Ersatzgerät benötigen, müssen Sie in der Kontoverwaltung ein neues Gerät beantragen. Dies ist nötig wegen der erhöhten Sicherheitsfunktionen dieses Geräts. Sie können nur ein neues Gerät beantragen sobald IB den Erhalt des zurückgesendeten Geräts bestätigt hat, weil nur ein Sicherheitsgerät an einen User des Kontos gelinked werden kann. Nach der Anfrage stellen Sie bitte sicher, dass Sie die Bestätigungsseite der Anfrage, welche Ihre zur Aktivierung benötigten PIN Nummer und Ihren einzigartigen Passsatz enthält, ausdrucken.

Exhibit 1

 

Für Alpine User:
Falls Sie ein Alpine Sicherheitslogingerät zurückschicken (Bild 2), wird IB ein Ersatzgerät basierend auf der positiven Eingabe 'Ja' auf die Frage 'Benötigen Sie ein Ersatzgerät?' des SLS Rücksendefomulars reagieren. Es benötigt keine weiteren Aktionen auf unserer Webseite.

Exhibit 2

 

Für Digitale Sicherheitskarten (DSC) User:
Falls Sie eine Digitale Sicherheitskarte zurückschicken und ein Ersatzgerät benötigen, loggen Sie sich in die Kontoverwaltung ein und bestellen eine neue Karte. Dies ist nötig wegen der PIN Funktion dieser Karte. Bitte merken Sie sich Ihren PIN für den Aktivierunsprozess der Karte.

 

Für Sichereitsloginkarten User:
Dieser Kartentyp muss nicht zurückgeschickt werden und kann zerstört werden.

Postadresse für US & Kanadische Kunden: Postadresse für EU & Asiatische Kunden: Postadresse für  Australische Kunden:
Interactive Brokers, LLC.
Attn: Token Return Department
2 Pickwick Plaza
Greenwich, CT 06830
(203) 618-4006

Interactive Brokers (U.K.) LTD.
Attn: Token Return Department
Gotthardstrasse 3
CH-6301 Zug
Switzerland
+41-41-726-9500

Interactive Brokers, LLC.
Attn: Token Return Department
Grosvenor Place, Level 42
225 George Street
Sydney, 2000
+61 (2) 8093-7300

Kontoschliessung
Nach Schliessung des Kontos und Rücksendung des Sicherheitsgeräts können Sie sich weiterhin in die Kontoverwaltung einloggen um Kontoauszüge oder Steuerformulare anzuschauen und/oder zu drucken. Nach der Schliessung können Sie sich ohne das Sicherheitsgerät mithilfe von Usernamen und Passwort in die Kontoverwaltung einloggen.

 
Für weitere Fragen oder Unklarheiten wenden Sie sich bitte an unsere erfahrenen Sicherheitsspezialisten unter 00800-42-276537 Option 2, 3 und die 2, oder schicken Sie eine Email an tac@interactivebrokers.com
 
Für Informationen zur Ersatzgerätegebühr für verlorene, gestohlene, zerstörte oder nicht zurückgeschickte Sicherheitsgeräte schauen Sie sich KB1861 an.

 

How to send documents to IB using your smartphone

Overview: 

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:

iOS (iPhone)

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.

slide up from the lock screen to take a picture

- 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)

Tap here to take a picture

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.

Share button iOS

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.)

Tap to take a picture
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.

Share on Android
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.

Send per email

 

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

Come restituisco il mio dispositivo di login sicuro ad Interactive Brokers ?

  • Scarichi e stampi il Formulario Login Device Return.
  • Compili il formulario e lo includa nel pacchetto, insieme al dispositivo.  
  • Spedisca il suo pacchetto all’indirizzo piú opportuno tra quelli sotto elencati.

Per suo beneficio, la invitiamo caldamente ad utilizzare una busta imbottita per la sua spedizione, e un vettore che fornisca un numero di tracciamento (per esempio, UPS, FedEx, DHL, o USPS Express Mail) in quanto lei sará ritenuto responsabile della restituzione del dispositivo. Trascorreranno almeno 3 giorni dopo la spedizione prima che il suo conto rifletta l’avvenuta ricezione del dispositivo da parte di IB. Tenga in considerazione che i tempi di consegna possono variare a causa di ritardi dei vettori.

 

Azioni addizionali in caso sia necessaria la sostituzione del dispositivo
Se lei ha spedito il dispositivo per richiederne la sostituzione e non a causa della chiusura del conto, cortesemente telefoni al nostro team di supporto tecnico ai numeri  00800-42-276537 oppure +41-41-726-9500, opzioni 3 e dopo 2 per notificarci il malfunzionamento del suo dispositivo e le forniremo un codice di sicurezza temporaneo il quale le consentirá di accedere al suo conto fino alla ricezione del suo dispositivo sostitutivo. IB offre differenti tipi di dispositivi e la sostituzione avverrá in accordo alle seguenti considerazioni:
 

Per gli utenti con dispositivo Platinum:
Se Lei sta restituendo un dispositivo di tipo Platinum (Immagine 1) che necessita di essere sostituito, deve loggarsi alla pagina della Gestione del Conto per richiedere il rimpiazzo. La tal cosa é necessaria a causa delle caratteristiche di sicurezza di questo dispositivo. Lei puó richiedere il rimpiazzo solamente dopo che IB ha confermato la ricezione del dispositivo difettoso che lei ha spedito, in quanto solo un dispositivo di sicurezza alla volta puó essere collegato al suo conto. Una volta effettuata la richiesta, si assicuri di stampare la pagina di conferma che contiene il suo codice PIN e la pass phrase, elementi questi, che le saranno necessari per attivare il dispositivo.

Immagine 1

 

Per gli utenti con dispositivo Alpine:
Se lei sta restituendo un dispositivo Alpine (Immagine 2), IB lo sostituirá se nel formulario, la sua risposta alla domanda: “Do you need a replacement device?” (Ha bisogno di un dispositivo sostitutivo?) é stata positiva. Non sono richieste operazioni addizionali sul sito web.

Immagine 2

 

Per gli utenti con Carta di Sicurezza Digitale (DSC):
Se Lei sta restituendo una Carta di Sicurezza Digitale della quale ha richiesto la sostituzione, deve loggarsi alla pagina della Gestione del Conto per richiedere il rimpiazzo. La tal cosa é necessaria al fine di impostare un codice PIN per questo tipo di carta.  Si assicuri di ricordare il suo PIN, elemento, questo, necessario per l’attivazione del dispositivo.

 

Per gli utenti con Carta con Codici di Sicurezza:
Non é necessario restituire queste carte a IB. Possono essere distrutte o tagliate a strisce.

 

Indirizzo di spedizione per i clienti statunitensi e canadesi:

Indirizzo di spedizione per i clienti europei e asiatici:

Indirizzo di spedizione per i clienti australiani:

Interactive Brokers, LLC.

Attn: Token Return Department

2 Pickwick Plaza

Greenwich, CT 06830

(203) 618-4006


Interactive Brokers (U.K.) LTD.

Attn: Token Return Department

Gotthardstrasse 3

CH-6301 Zug

Switzerland

+41-41-726-9500

Interactive Brokers, LLC.
Attn: Token Return Department
Grosvenor Place, Level 42
225 George Street
Sydney, 2000
+61 (2) 8093-7300

Chiusura del Conto
L’accesso alla Gestione del Conto al fine di visualizzare e stampare i rendiconti delle attivitá o i formulari fiscali, é comunque consentito anche dopo aver rispedito il dispositivo e chiuso il conto. Una volta chiuso il conto, Lei sará in grado di loggarsi senza dispositivo di sicurezza, utilizzando solamente i suoi nome utente e password esistenti.

 

Per ulteriori domande o chiarimenti, per favore contatti uno dei nostri specialisti esperti in sicurezza ai numeri 00800-42-276537 o +41-41-726-9500, oppure spedisca una email a tac@interactivebrokers.com
 

Per informazioni riguardo ai costi di sostituzione dei dispositivi di sicurezza, nel caso questi siano stati perduti, rubati, danneggiati fisicamente o non siano stati restituiti a IB, per favore faccia riferimento al KB1861.

Come ottenere una carta con codici di sicurezza Online

Background: 

La carta online con i codici di sicurezza viene utilizzata come dispositivo di sicurezza di transizione, disponibile per gli utenti che non hanno un dispositivo di sicurezza permamente in loro possesso ed hanno, per tale motivo, ricevuto un codice temporaneo per potersi loggare. Dopo aver ricevuto il codice di sicurezza temporaneo, IB consiglia vivamente di loggarsi alla Gestione del Conto ed attivare la carta online con i codici di sicurezza, la quale offre i seguenti vantaggi:

- Protezione avanzata contro gli hackers attraverso l’assegnazione di codici di accesso casuali al login

- Offre un periodo di tempo piu' esteso (21 giorni contro i 2 del codice temporaneo) durante il quale procurarsi e riattivare il dispositivo permanente. Una volta fatto ció la carta on-line si puó abbandonare

- Permette prelievi di denaro e variazione delle informazioni senza incorrere nelle restrizioni imposte agli utenti che utilizzano il codice temporaneo

- Puó essere ottenuta e stampata direttamente dalla pagina della Gestione del Conto e consente di riattivare il dispositivo permenente senza la necessitá di contattare il Supporto Clienti.

 

I passi per ottenere la carta dalla pagina della Gestione del Conto sono i seguenti:

 

 

 

 

(Se la versione della Gestione del Conto ha i menú in alto):

1. Selezioni il menú Gestire il Conto, Sicurezza e quindi Sistema di Login Sicuro.

 

2. Clicchi su 'Si, voglio partecipare al Sistema di Login Sicuro' e poi sul pulsante 'Continua'.

 

3. Le verrá presentata l’immagine della Carta di Sicurezza Online. Clicchi sul pulsante 'Stampa' che si trova in alto a destra (oppure clicchi con il tasto destro del mouse per salvare l’immagine della carta sul desktop).

 

4. Clicchi sul pulsante 'Confermare' per attivare la carta. Due numeri di indice appariranno sullo schermo.

 

5. Localizzi sulla carta il codice alfanumerico di tre caratteri che corrisponde al primo mumero di indice e lo inserisca nel campo 'Valori della Carta'. Ripeta la stessa operazione prendendo in considerazione il secondo numero di indice. Non lasci spazi.

 

6. Clicchi sul pulsante 'Invio'.

 

7. Una volta attivata con successo la sua carta le sará mostrata la data di scadenza della stessa insieme alle opzioni per iniziare eventuali altre procedure.

 

Prenda visione del KB1042 per istruzioni visuali su come loggarsi con la Carta con i Codici di Sicurezza.

Prenda visione del KB1942 per istruzioni su come riattivare il Sispositivo di Login Sicuro permanente.

Prenda visione del KB1943 per istruzioni su come richiedere la sostituzione di un Dispositivo di Login Sicuro

 

(Se la sua pagina della Gestione del Conto contiene una serie di menú sul lato sinistro)

1. Selezioni il menú Gestione Utente e quindi Secure Login System.

2. Clicchi su 'Si, voglio partecipare al Sistema di Login Sicuro'.

3. Le verrá presentata l’immagine della Carta di Sicurezza Online. Clicchi sul pulsante 'Stampa' che si trova in alto a destra (oppure clicchi con il tasto destro del mouse per salvare l’immagine della carta sul desktop).

4. Clicchi sul pulsante 'Confermare' per attivare la carta. Due numeri di indice appariranno sullo schermo.

5. Localizzi sulla carta il codice alfanumerico di tre caratteri che corrisponde al primo mumero di indice e lo inserisca nel campo 'Valori della Carta'. Ripeta la stessa operazione prendendo in considerazione il secondo numero di indice. Non lasci spazi.

6. Clicchi sul pulsante 'Invio'.

7. Una volta attivata con successo la sua carta le sará mostrata la data di scadenza della stessa insieme alle opzioni per iniziare eventuali alter procedure.

如何要求替換安全設備

如果安全設備丟失、失竊或無法使用,請按下列步驟申請替換:

1. 通知客戶服務 - 您需要聯繫客戶服務安排替換設備並獲取臨時登錄權。請注意出於安全考慮,該服務僅能在電話核對過帳戶持有人身份後才能提供。核對過後,將為您分配臨時碼,這是您的永久設備隨機生成的密碼的靜態版,因此在登錄時需要與您的用戶名和密碼一起輸入。

2. 獲得在線安全密碼卡 - 臨時碼設有時限(2天內可以進入整個帳戶管理和交易平台,之後10天僅能進入帳戶管理部分區域),可供您登入帳戶管理替換為在線安全密碼卡。該卡提供更高級的安全性、帳戶管理的全部功能(包括取款)並可以讓您在不另聯繫客戶服務的情況下重新啟動永久設備。 請見KB1873瞭解獲取在線安全密碼卡的步驟說明。

3. 要求替換設備 - 啟動在線安全密碼卡時,頁面將顯示下列四個選項。選擇申請新的安全登錄設備並點擊繼續

接下來螢幕將顯示詳情如您將收到哪一種類型的替換設備、設備將寄到哪個地址以及預計郵寄日期和方式。如果您的替換設備要求輸入PIN碼才能啟動(如電子安全卡、金或白金設備),我們還會為您提供在線說明,指導您建立PIN碼並確定您的要求。

 

重要信息

- 作為安全預警,替換設備將在預計郵寄時間後短期內自動啟動。而在線安全密碼卡在郵寄日期之後也不會過期,我們強烈建議您在收到替換設備後重新啟動您的永久設備,以防止帳戶登錄受到干擾。重新啟動說明請見KB1942

- 如果您的設備丟失、損毀、失竊或帳戶關閉後未歸還,我們將收取一定費用以支付成本。該費用與設備功能相關,金額從20美元到150美元不等。

 

 

 

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