Come riattivare o trasferire il sistema di autenticazione di IBKR Mobile (IB Key)

Overview: 

Questo articolo illustra i passaggi necessari per la riattivazione del sistema di autenticazione IB Key tramite IBKR Mobile.

Sarà in grado di effettuare la riattivazione senza dover contattare l'Assistenza clienti di IB nei seguenti casi:

 

Caso A) Riattivazione sullo stesso smartphone

  • Ha disinstallato e reinstallato l'app IBKR Mobile sullo stesso smartphone

Clicchi su uno dei link in basso a seconda del sistema operativo installato nel suo smartphone. I requisiti sono illustrati sulla destra

  • Android: PIN dell'app IBKR Mobile +Accesso al numero di telefono originariamente utilizzato per attivare l'app
  • Apple iOS: PIN dello smartphone / impronta digitale / Face ID + Accesso al numero di telefono originariamente utilizzato per attivare l'app

 

Caso B) Riattivazione su un altro smartphone

  • Ha acquistato un nuovo smartphone, rimpiazzando quello precedente
  • Ha perso il suo smartphone e ora ne possiede uno nuovo
  • Ha attivato il sistema di autenticazione dell'app IBKR Mobile (IB Key) sul suo smartphone principale ma ora vuole trasferirlo,
    in modo temporaneo o permanente, a un dispositivo secondario.

Clicchi su uno dei link in basso a seconda del sistema operativo installato nel suo smartphone. I requisiti sono illustrati sulla destra.

  • Android: Accesso al numero di telefono originariamente utilizzato per attivare l'app
  • Apple iOS: PIN dello smartphone / impronta digitale / Face ID + Accesso al numero di telefono originariamente utilizzato per attivare l'app
 
Nota: in ciascuno dei casi appena illustrati (A e B), sarà in grado di riattivare o trasferire il sistema di autenticazione dell'app IBKR Mobile (IB Key) anche qualora possieda un dispositivo di sicurezza fisico aggiuntivo attivo e associato al suo utente. In tal caso non avrà più bisogno di accedere al numero di telefono originariamente utilizzato per attivare l'app, poiché durante la procedura di riattivazione/trasferimento il sistema le richiederà automaticamente di utilizzare il suo dispositivo di sicurezza fisico invece di inviarle l'apposito SMS.
 

    In tutti gli altri casi, le chiediamo gentilmente di richiedere un accesso temporaneo al suo conto contattando l'Assistenza clienti di IB (divisione "Accesso sicuro") al numero di telefono più adatto alla sua ubicazione geografica, tra quelli elencati alla pagina https://www.ibkr.com/it/?f=6218

     

Riferimenti:

  • Consulti gli articoli KB2879 e KB2260 per ottenere informazioni generali sul sistema di attivazione dell'app IBKR Mobile (IB Key)
  • Consulti l'articolo KB2260 per ottenere istruzioni su come installare, attivare e utilizzare l'app IBKR Mobile
  • Consulti l'articolo KB2278 per ottenere istruzioni su come utilizzare IB Key su un iPhone Apple
  • Consulti l'articolo KB2277 per ottenere istruzioni su come utilizzare IB Key su uno smartphone Android 
  • Consulti l'articolo KB3279 per ottenere istruzioni su come accedere all'app IBKR Mobile se il sistema IB Key è attivato su un altro telefono

 

How to reactivate or transfer the IBKR Mobile authentication?

Overview: 

This article details the steps needed to reactivate the IB Key authentication via IBKR Mobile.

This state of the application or its installation might be due, but not limited to, reinstallation of the app or the purchase of a new phone.

 

You can perform the reactivation without the involvement of IBKR Client Services in the following cases:

 

Case A) Reactivation on the same smartphone

  • You uninstalled and reinstalled the IBKR Mobile app on the same smartphone

Please click on one of the links below according to your phone operating system.

  • Android: IBKR Mobile PIN + Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation

 

Case B) Reactivation on a different smartphone

  • You are replacing your smartphone with a new one
  • You have lost your smartphone and you are now in possession of a new one
  • You activated the IBKR Mobile authentication on your primary smartphone but you now want to transfer
    the activation (either temporarily or permanently) to the secondary one.

Please click on one of the links below according to your phone operating system.

  • Android: Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation
 
Note: In the above cases (A, B) you will always be able to reactivate / transfer the IBKR Mobile Authentication (IB Key) when you possess an additional physical security device currently active for your user. With this setup, you will not need to have access to the mobile phone number originally used for the app activation, since the system will automatically prompt you to operate your physical security device instead of sending you a text message (SMS) during the reactivation / transfer procedure.
 

    In any other case, we would kindly ask you to request a temporary account access by contacting IBKR Client Services (Secure Login department) on the phone number best suitable for your location, among the ones listed on ibkr.com/support

     

References:

  • See KB2879, KB2260 for General information about IBKR Mobile Authentication (IB Key)
  • See KB2260 for instructions on how to install/activate/operate the IBKR Mobile app
  • See KB2278 for instructions on how to operate your IB Key on an Apple iPhone
  • See KB2277 for instructions on how to operate your IB Key on an Android smartphone: 
  • See KB3279 for instructions on how to log in to IBKR Mobile when IB Key is enabled on another phone

 

Multiple 2-Factor System (M2FS)

Overview

This page covers specific points on what the Multiple 2-Factor System (M2FS) is and how it functions. For general questions on the Secure Login System, please refer to KB1131.

 

Table of contents

 

What is M2FS?

M2FS allows any client to maintain more than one active security device at the same time. You no longer need to choose between a physical security device and the IBKR Mobile app as either can be used interchangeably. If you already possess an active security device, any further device activation will result in both devices remaining simultaneously active.

 

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Activation

 

In case you currently use the Security Code Card / Digital Security Card+: if you use a physical security device, you may download and activate the IBKR Mobile app. Please refer to the directions for Android and iOS.

In case you currently use the IBKR Mobile app: If you use the IBKR Mobile app and have an account with a balance equal or greater than USD 500K, you qualify for the Digital Security Card+ . You may log in to Client Portal and request the DSC+ by following the instructions here.

 

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Operation

Once you have both a physical device and the IBKR Mobile app enabled, M2FS is represented by a drop-down menu upon login. You can now choose the device you wish to authenticate with, following the below steps:

1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If the credentials have been accepted, a drop down will appear, allowing you to Select Second Factor Device. If you log in to the TWS, please notice that the M2FS is supported from version 966.

TWS:

Client Portal:


 

2. Once you select a security device, you will now be presented with the corresponding screen for authentication. Refer to the directions for:

- IB Key via IBKR Mobile (iOS) 
- IB Key via IBKR Mobile (Android)
- Security Code Card
- Digital Security Card+
 

3. If the second factor authentication succeeds, the Log-in will now automatically proceed.

 

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Withdrawal limits

The device used to authenticate your withdrawal will define your withdrawal limits, according to the below table:

Security Device
used for Withdrawal

Maximum Withdrawal
Per Day

Maximum Withdrawal
in Five Business Days

Security Code Card1 USD 200,000 USD 600,000
IBKR Mobile app USD 200,000 USD 600,000
Digital Security Card1 USD 1,000,000 USD 1,500,000
Digital Security Card+ Unlimited Unlimited
Gold Device1 Unlimited Unlimited
Platinum Device1 Unlimited Unlimited

1: Represents a legacy device that is no longer issued.

Example: You have both the IBKR Mobile app and the Digital Security Card+ enabled and you need to withdrawal more than USD 200K. You can use either device to login to Client Portal but you will be required to use the Digital Security Card+ to confirm your withdrawal request.

 

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Benefits

M2FS provides even more flexibility to IBKR's Secure Login System by allowing you to choose what security device you want to authenticate with. In addition to the convenience of using a device which is trusted and routinely accessible, you can eliminate delays associated with authenticating at times a trade needs to be entered quickly.

 

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IBKR Mobile Authentication (IB Key) recovery

Background: 

The recovery procedure explained in this article is required in case:

A) You have reinstalled the IBKR Mobile app on the same smartphone
B) Your smartphone Operating System has been updated

 

Procedure:

In order to re-enable IB Key authentication via IBKR Mobile, please click on one of the below links, according to your smartphone Operating System

 

Apple iOS

  1. Launch the IBKR Mobile app. Whenever possible, the app will ask you to recover the setup. Tap Yes
  2. According to your phone hardware capabilities, you will be prompted to provide the security element originally used to secure the app (Fingerprint, Face ID, PIN). Please follow the on-screen instructions for this step
  3. If the reactivation has been successfully completed, you will see a confirmation message. Tap Done to finalize the procedure

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Android

  1. Launch the IBKR Mobile app. Whenever possible, the app will ask you to recover the setup. Tap Recover Setup
  2. Review the Recovery directions and tap Continue
  3. Enter your credentials and tap Initialize Recovery
  4. You will receive an text message (SMS)containing an Activation Token. Enter it in the Activation Code field. According to your phone operating system and hardware capabilities, you might be prompted to provide as well the security element you originally used to secure the app (PIN, Fingerprint). Once done, tap Submit
  5. If the reactivation has been successfully completed, you will see a confirmation message. Tap Done to finalize the procedure
     

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References
  • See KB2260 for general instructions on how to use IBKR Mobile Authentication
  • See KB3073 for instructions on how to migrate the IB Key / IBKR Mobile authentication to a new smartphone

Cache Maintenance for IB apps on Android

Background: 

This procedure has proved to work as a solution for several issues, since it produces a complete reset of the malfunctioning IBKR app.

 

For Android OS 6.0 (Marshmallow) and higher

1.  Go to your phone's Settings Menu

2.  Below the Phone section, select Applications MOVED TO... Application Manager
Select Applications  Application Manager
 

3.  Scroll down and select the corresponding IB app which needs to be reset.

 

4.  Tap on Storage

 

5.  Tap on Clear Data MOVED TO... OK
   
 

6.  Confirm Data has been cleared.

 

7.  Reboot the phone

8.  Re-Launch app

 

 

For Android OS 5.0 (Lollipop) and previous versions

  1. Go to your phone Settings Menu
  2. Below the Device section, select Apps
    Select Apps
     
  3. Scroll down and select the corresponding IB app which needs to be reset.
      
     
  4. Tap on Clear data MOVED TO... OK
    Clear App data  Delete app data -> OK
     
  5. Confirm Data has been cleared
    Confirm Data cleared
     
  6. Reboot Phone
  7. Re-Launch app


Note: If after clearing the cache, manually adjusting the permissions and restarting your Android Device, the issue persists, please contact IB Customer Service  for further troubleshooting.


Related Articles:

  • For IB Key on Android overview refer to KB2277
  • For IB Key Recovery process on Android refer to KB2748

 

Informazioni e procedure relative ai dispositivi di sicurezza

 

Procedure relative ai dispositivi

 

  • IB Key

 

 

  • Funzionamento del proprio dispositivo IB Key su smartphone Android: KB2277
  • Funzionamento del proprio dispositivo IB Key su iPhone Apple: KB2278

 

 

 

 

 
 
  • Carta di sicurezza digitale+

 
  • Funzionamento del proprio dispositivo DSC+:  KB2634
  • Come modificare il codice PIN del proprio dispositivo DSC+: KB1018
  • Come restituire un dispositivo DSC+ difettoso a Interactive Brokers: KB975
 
 
  • Carta SLS

 
 
  • Funzionamento della propria carta SLS: KB1042
  • Come passare a IB Key (sistema di autenticazione per dispositivi smartphone): KB2260
 
 
 

Procedure comuni

  • Panoramica sul Sistema di accesso sicuro: KB1131 o ibkr.com/sls 
  • Come richiedere l'accesso temporaneo al conto o la sostituzione del proprio dispositivo: KB70
  • Durata del proprio Codice di accesso temporaneo: KB69
  • Come richiedere una Carta codici di sicurezza online in caso di smarrimento del proprio dispositivo si sicurezza: KB1873
  • Riattivazione del proprio dispositivo: KB1875
  • Come richiedere la sostituzione di un dispositivo danneggiato o smarrito: KB1943
  • Condivisione del Dispositivo di accesso sicuro tra due o più utenti: KB2481
  • Procedura in caso di possesso di molteplici Dispositivi di accesso sicuro: KB1731
  • Come passare nuovamente al Sistema di accesso sicuro: KB2545
  • Considerazioni di sicurezza in merito alla rinuncia parziale al SLS: KB1198
  • Oneri e spese associati ai dispositivi di sicurezza: KB1861
  • Come risolvere i problemi di accesso a Gestione conto: KB1132
  • Come risolvere i problemi di accesso alla piattaforma di trading: KB1133

 

 

Funzionamento della propria Carta di sicurezza digitale+

La Carta di sicurezza digitale (DSC) è un dispositivo di sicurezza alimentato a batteria progettato per generare una serie di codici casuali da inserire a ogni tentativo di accesso insieme al proprio nome utente e alla password.  Dato che è necessario disporre fisicamente della DSC per ottenere i codici ed effettuare l'accesso, il dispositivo impedisce efficacemente a eventuali hacker di accedere al proprio conto dopo aver compromesso il proprio computer e/o le proprie informazioni.  Le istruzioni per il funzionamento della DSC sono illustrate di seguito. 

 

 

I passaggio:  effettuare l'accesso al proprio conto inserendo il nome utente e la password, come d'abitudine. Una volta completato l'accesso, comparirà un codice di autenticazione a 6 cifre. 

II passaggio: accendere il proprio dispositivo tenendo premuto il pulsante “press” fino a quando apparirà sul display la scritta 'PIN>'; digitare il codice PIN a 4 cifre specificato al momento della richiesta del dispositivo e premere il pulsante "OK". 

III passaggio: quando la scritta 'CHALLNG>' apparirà sul display, digitare nel dispositivo il codice di autenticazione a 6 cifre visualizzato nella schermata di accesso (I passaggio) e premere il pulsante "OK".  Comparirà un codice di risposta.

IV passaggio: digitare il codice di risposta a 8 cifre (III passaggio) nella schermata di accesso. Selezionare il pulsante Login per procedere. 

Si prega di notare che i pulsanti delle proprie carte di sicurezza non sono sensibili al tatto, pertanto dovranno essere premuti per poter funzionare.

  

Articoli correlati

KB1042: Video istruzioni per l'accesso con la Carta codici di sicurezza

KB1942: Come riattivare il Dispositivo di accesso sicuro permanente

KB1943: Come richiedere un dispositivo di sicurezza sostitutivo

KB1131: Panoramica sul Sistema di accesso sicuro

 

Information and procedures related to Security Devices

 

Table of Contents

 

 

IB Key authentication via IBKR Mobile

 

  • General information about IBKR Mobile Authentication: KB2879, KB2260
  • How to operate your IB Key on an Apple iPhone: KB2278
  • How to operate your IB Key on an Android smartphone: KB2277
  • How to log in to IBKR Mobile when IB Key is enabled on another phone: KB3279
  • How to migrate the IB Key / IBKR Mobile authentication to a new smartphone: KB3073
  • IBKR Mobile Authentication (IB Key) recovery: KB2748
 
 

Digital Security Card+ (DSC+)

 
  • How to operate your DSC+:  KB2634
  • How to change the PIN code of a DSC+: KB1018
  • How to share the Security Login Device between two or more users: KB2481
  • How to request a Digital Security Card+ (DSC+) replacement if lost, broken or as a second device: KB1943
  • How to return a defective DSC+ to Interactive Brokers: KB975
  • How to activate the IBKR Mobile authentication to setup in addition to your DSC+: KB2260

 

   Security Code Card (SCC)

 

 
  • How to use your Security Code Card: KB1042
  • How to activate the IBKR Mobile authentication as a secure replacement to the SCC: KB2260
  • How to share the Security Login Device between two or more users: KB2481

 

 

SMS

  • How to enable and use SMS as a Two-Factor Authentication method: KB3196
  • How to activate the IBKR Mobile authentication as a reliable replacement to SMS, indepedent of wireless carrier issues: KB2260
  • How to use Voice callback for receiving login authentication codes in case of an SMS or mobile carrier outage: KB3396

 

 

Online Security Code Card

  • How to request an Online Security Code Card in case you misplace your security device: KB1873

 

 

 Temporary Code

  • How can I get a temporary replacement for my two-factor device, if misplaced or lost: KB70
  • How long will my temporary two-factor access last: KB69

 

 

 

Common procedures

  • Overview of the Secure Login System: KB1131 or ibkr.com/sls 
  • Multiple Two-Factor Authentication System (M2FS): KB2895
  • How to opt back into the Secure Login System: KB2545
  • Security considerations following SLS opt-out: KB1198
  • Are there any charges or expenses associated with the security devices? KB1861
  • How to troubleshoot Client Portal Login Failures: KB1132
  • How to troubleshoot Trading Platform Login Failures: KB1133

 

Operating your Digital Security Card+

The Digital Security Card (DSC) is a battery operated security device which generates a series of random codes to be entered along with your user name and password upon each log in attempt.  As physical possession of the DSC is required to obtain the codes and log in, the device effectively prevents hackers who may have compromised your computer or information from accessing your account.  Instructions for operating the DSC are outlined below. 

 

 

Step 1 -  When logging into your account, enter your user name and password as usual. If successful, a 6-digit Challenge Code will appear. 

Step 2 - Turn on your device by pressing the “press” button until the 'PIN>' display appears, enter the 4-digit PIN code you specified at the time you requested the device and press the “OK” button. 

Step 3 - Enter the 6-digit Challenge Code from the login screen (step A) into the device when the 'CHALLNG>' display appears, press the “OK” button and a response code will appear. 

Step 4 - Enter the 8 digits of the response code (Step C) into the login Screen. Select the Login button to proceed. 

Note that the buttons on your security cards are not touch sensitive and must to be pressed to operate.

  

Related Articles

KB1042 - Video instructions for logging in with the Secure Code Card

KB1942 - Reactivating the permanent Secure Login Device

KB1943 - Requesting a replacement Secure Login Device

KB1131  - Overview of the Secure Login System

 

How to opt back into the Secure Login System

Overview: 

Clients who have performed an opt-out from the Secure Login System (SLS) program expose themselves to certain risks and are therefore subject to certain restrictions (e.g. ability to trade Pink Sheet and OTCBB stocks). Considering this, along with the protection benefits afforded through a complete SLS protection, you may decide to opt back into the Secure Login System.  The following article provides the step-by-step instructions for accomplishing this.

Background: 

Please notice that in order to modify the security settings for an account, the primary user needs to login to the Client Portal. In case your user is not allowed to change the security settings, the system will show you a notice and will point you to the user which has such rights.

In order to opt back into the Secure Login System, please proceed as follows:

1. Open your browser and go to the web page ibkr.com.

2. Click on Log In > Portal Login
 
3. Enter your credentials and complete the authentication using your security device
 
4. In the left side menu, click on Settings > User Settings. Then, within the Security box, click the Configure "gear" icon next to Secure Login System1
 
5. You will see a box titled "Secure Login Settings". Within that box, click on the Configure "gear" icon. This will take you to the settings for Secure Login not required for trading.
 
6. Select the radio button next to "I want to always use my Secure Login Device when logging in" and click on Continue
 
7. You will receive a confirmation that your settings have been updated. Click on OK to finalize the procedure

 

Notes

1. If you are using the Classic version of the Client Portal, click on the top menu Manage Account, then Security >Secure Login System > SLS Opt Out. There select the radio button to Opt Back In on the line correspondent to your user.

 

References
  • See KB1131 for an overview of the Secure Login System
  • See KB1943 for instructions on requesting a replacement Digital Security Card+
  • See KB2636 for information and procedures related to Security Devices
  • See KB2481 for instructions about sharing the Security Login Device between two or more users
  • See KB975 for instructions on how to return your security device to IBKR
  • See KB2260 for instructions on activating the IB Key authentication via IBKR Mobile
  • See KB2895 for information about Multiple 2Factor System (M2FS)
  • See KB1861 for information about charges or expenses associated with the security devices
  • See KB69 for information about Temporary passcode validity

 

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