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I am not receiving IBKR Mobile notifications

概観: 

What is a notification?

A push notification is a brief message which is sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively reach the recipients, even if they are not currently engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.

Background: 

Does the IBKR Mobile app use notifications?

The IBKR Mobile application uses notifications to deliver alerts and other information, as well as for the needs of the 2-Factor authentication. In this last case, the user is invited to tap on the notification - this will automatically call the IBKR Mobile app, through which the authentication process needs to be completed.

 

What are the prerequisites for receiving IBKR Mobile notifications?

In order to receive the IBKR Mobile notifications the following requirements have to be met:

  • The IBKR Mobile app must be installed on your device
  • Your device must be connected to the Internet (through WiFi or through a mobile data connection, such as EDGE / 3G / 4G / LTE). If you are located in China, please check additionaly Note a. on this topic
  • If you are aiming to receive the Seamless Login notifications, the authentication module of the IBKR Mobile app has to be active. For details please see KB2260

 

I do not receive IBKR Mobile notifications. What can I do?

If you met the prerequisites listed above but you still have troubles receiving IBKR Mobile push notifications, please perform the additional checks listed below.

 
1. Ensure you are not actually just missing or overlooking the notifications
Certain device configurations may cause the notifications to hide quickly or not to be shown when the device screen is locked. Please bear in mind that you can, at any time, access your unread notifications history, usually by swiping your finger down from the top edge of your screen.
 
2. Ensure your phone is not currently in "Airplane", "Flight" or "Do not disturb" mode
The "Airplane"(also called "Flight") mode cuts off all the device connections, preventing the device from interfering with plane instruments during a flight. Usually, when this mode is active, a small airplane icon is displayed in the top bar of your device's screen.
The "Do not disturb" mode is used to cut off calls, alerts and notifications when the device owner does not want to be disturbed. Usually, when this mode is active, a half moon or a stop icon is displayed in the top bar of your screen.
The easiest way is to disable those modes is from the quick settings panel, which can be opened by swiping the finger up from the bottom of your screen on Apple iOS devices (Figure 1) or by swiping your finger down from the top of your screen on Android devices (Figure 2)
Figure 1                                                                            Figure 2
    
Note: On Android devices, the position and name of the items may vary according to the device vendor and software version.
 
3. Make sure the notifications are enabled for the IBKR Mobile app
When you installed the IBKR Mobile app on your device, the system prompted you to allow the notifications for the app itself. If at that time you denied that access, you would now need to manually enable the notifications from your smartphone settings. Should you need additional guidance for this procedure, please see KB3236.
 
4. Check whether the power saving mode of the phone is not preventing notifications
Conservative power mode settings usually lower battery consumption by limiting or disabling background app communication and refresh. This often prevents as well notifications from being delivered to your device. You can check the power scheme currently in use on your smartphone as follows, according to your device Operating System:

Click here if you want to skip those instructions and jump directly to the next item - point 5.

 

Apple iOS

If the Power Saving Mode is on, the battery indicator on the top right of your Desktop will show the charge level in yellow
 Figure 3
You can switch off the Power Saving by swiping the finger up from the bottom of your screen and tap the battery icon in the Control Center (Figure 4)
Figure 4
 
 
If the battery icon is not present there, you can toggle the switch Low Power Mode from the Settings of your phone, section Battery (Figure 5, 6, 7)
  Figure 5                                             Figure 6                                     Figure 7
  

 

Android

If Battery Saver is on, the top and bottom bars of your device Desktop will have an orange background and the battery icon will contain a "+" sign.
 Figure 8
 
The easiest way to disable the function is from the Quick Settings panel, which you can open by swiping your finger down from the top of your screen. You can then tap the battery icon (Figure 9)
 Figure 9
 
If the battery icon is not present within the Quick Settings panel, you can tap the Settings icon from the screen and tap on Battery. There you can toggle the Battery saver switch (Figures 10, 11, 12)
 Figure 10                                     Figure 11                                                 Figure 12
  

Note: The position and name of the items may vary according to the device vendor and software version.

5. Check whether your mobile Internet connection has enough speed and stability 
Look at the top bar of your device's screen and check whether the Wi-Fi or the carrier data (EDGE / 3G / 4G / LTE) signal reception is enough strong and stable for receiving data. You can perform a quick test by opening a website through the phone web browser and perform a web search or visit ibkr.com
 
6. Ensure your device is not jailbroken/rooted
A jailbroken / rooted device allows the installation of apps and tweaks not authorized by the software and/or hardware vendor. This is achieved by obtaining a complete (root) access to the device's Operating System and removing the security measures and restriction originally built-in. This operation invalidate the device warranty, can compromise or make completely unusable certain functionalities and severely lowers the overall security of the device.
For those reasons, on a jailbroken / rooted device we can not guarantee the IBKR Mobile app will remain in a fully operational state. The whole app or some of its features (especially the authentication module and related notifications) may not function as expected.
 
7. Force a sync between the IBKR Mobile app and the back-end systems
If you went through all the above steps and still do not receive the IBKR Mobile notifications on your device, we recommend that you perform a one time login to the Account Management using the manual challenge/response authentication method. This operation will re-align the app parameters with our back-end systems and should trigger the seamless authentication method to be reinstated for the future login attempts. Please proceed as follows:

a. On www.ibkr.com click on Log in --> Account Management

b. Enter your credentials and click on Login

c. Should you have multiple SLS devices active, select "IB Key" from the device drop-down

d. If you see a note stating that a message has been sent to your phone, click the link "Click here if you did not receive the message" and the system will show you a 6 digits Challenge number

e. On your mobile device, open the IBKR Mobile app, then tap Authenticate  (should you not see the button Authenticate, tap first on the link Services on the top left of the screen)

f. Enter the Challenge number you obtained at point d. in the Challenge field and tap Generate Response. Once you have provided your security element (PIN, FaceID, Passcode) you will receive a 8 digits Response String

g. On the Account Management login screen, enter now the Response String you obtained at point f.

h. If the code has been accepted, you will be logged in to the Account Management.

i. Logout from the Account Management and try to log in again. This time you should receive the notification on your mobile device.
 

If you still do not receive the IBKR Mobile notifications after having checked all the above points from 1. to 7. please contact IB Client Services at your earliest convenience for further troubleshooting.

 

Notes
a. The access to Google services is blocked within China. Because of this restriction, notifications are usually not delivered on Android devices used within that Country. IB has no possibility of intervention or control over this limitation.

 

 References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app
  • See KB2748 for information about IBKR Mobile Authentication recovery

How to enable and use SMS as Two-Factor Authentication method

概観: 

SMS as Two-Factor method is a quick and easy way to carry out your authentication tasks. This article explains how to set up your mobile phone number to receive authentication codes via SMS.

 

How to Enroll into SMS authentication

To enroll into SMS Two-Factor Authentication, you would need to have a verified mobile phone number on record. If the verification of your phone number was not completed during the account application, you can complete it at any time by following these steps:

  • Log in to Account Management.
  • From the side menu, click on Settings and then on User Settings. Click on the configuration gear correspondent to Mobile Number. If you are using the Classic Account Management, this section can be reached from the top menu Manage Account -> Account Information -> Details -> Profile, by clicking on the link "Modify"

  • Click on VERIFY
  • Open your phone's text messages app and you will find the SMS with the Confirm Code we sent you.
    NOTE: message delivery time may vary and in some circumstances it can take few minutes.
     
  • Enter the Confirm Code you have received into the Confirmation Number field, then click CONTINUE.
     
  • If the code has been accepted, a green check mark will appear in the column SMS Verified. Click CONTINUE to finalize the procedure.
  • If your user does not have an active SLS device, it will be automatically enrolled in SMS for Two-Factor Authentication shortly afterwards.

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How to login using SMS authentication

Once SMS has been enabled as 2-Factor Authentication method, you will be able to use it in the following way:

  • Launch the management or trading platform you wish to log in to
  • Enter your username and password in the correspondent fields and click Login
      
  • You will then be prompted to enter the authentication code sent to you via SMS. Please open your phone's messages app and look for the message containing the code.

  • Enter the authentication code in the Security Code field present on the login screen, and then click on Login or OK
      


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Regulations Mandating Two-Factor Protection

概観: 

Regulators in certain jurisdictions have imposed requirements that brokerage clients use Two-Factor Authentication when accessing their account. These requirements currently impact residents of Hong Kong and India with details provided below.

Hong Kong-based accounts

On 27 Oct 2017, the Securities & Futures Commission of Hong Kong (SFC) issued revised guidelines aimed at reducing the information security risks associated with internet trading.  All registered and licensed persons engaged in internet trading are required to comply. The Hong Kong Monteary Authority (HKMA) simultaneously issued a circular on the same day requiring all registered institutions to implement the requirements listed in the guidelines.

Per article 1.1 of the SFC guidelines, all clients are required to be enrolled in Two-Factor Authentication. As a result, we are no longer able to provide Hong Kong accounts with the ability to opt out of the Secure Login System.

 

India-based accounts

On March 25, 2014 the National Stock Exchange of India (NSEI) issued a circular with new requirements for stock brokers that operate in India. Per regulation 3b, all brokers must implement Two-Factor Authentication for Indian clients. As a result, we are no longer able to provide India accounts with the ability to opt out of the Secure Login System.

アンドロイド上IBアプリのキャッシュ管理

Background: 

こちらの手順は、不具合のあるIBアプリのリセットを行うため、様々な問題の対処法としてご利用いただくことができます。

 

アンドロイドOS 6.0 (Marshmallow)以上

  1. ご利用のスマートフォンの設定メニューを開いてください
  2. 携帯電話の項目の下にある、アプリMOVED TO... アプリマネージャーを選択してください
    Select Applications  Application Manager
     
  3. スクロールして下に下がり、リセットの必要なIBアプリを選択してください
    Select IB apps
     
  4. ストレージをタップしてください
    Select Storage
     
  5. データの削除 MOVED TO... 削除をタップしてください
    Clear IB app data  Confirm Delete cleared data
     
  6. データが削除されていることを確認してください
    Confirm data is cleared
     
  7. ストレージの横にある、戻る矢印をタップしてください
    Presss back from storage
     
  8. 許可をタップしてください
    (有効化がされていない場合には、携帯電話およびストレージのための許可を両方有効化してください)
    Select app permissions  Enable Phone and Storage permissions
     
  9. スマートフォンをリブートしてください
  10. アプリを再起動してください

 

 

アンドロイドOS 5.0 (Lollipop)およびその前のバージョン

  1. スマートフォンの設定メニューを開いてください
  2. デバイス項目の下の、アプリを選択してください
    Select Apps
     
  3. スクロールして下に下がり、リセットが必要なIBアプリを選択してください
    IB Apps
     
  4. データ削除 MOVED TO... OKをタップしてください
    Clear App data  Delete app data -> OK
     
  5. データが削除されていることを確認してください
    Confirm Data cleared
     
  6. スマートフォンをリブートしてください
  7. アプリを再起動してください


注意: キャッシュの削除して許可をマニュアルで調整し、アンドロイドの再起動をした上で問題が改善されない場合には、IBカスタマーサービスまでご連絡ください。


関連記事:

  • アンドロイド用IB Keyの概要はこちらをご参照ください：KB2277
  • アンドロイド用IB Keyリカバリー手順はこちらをご参照ください：KB2748

 

PINに関するガイドライン

IB口座のアクセスに使用されるセキュリティデバイスには、リクエストまたは有効化の時点で、数字や数字と文字の組み合わせからなるPINコードの作成を必要とするものがあります。このPINは、お客様のデバイスを手違いで所有する可能性のある、無許可の人物の使用に対する保護を強化します。このためご自身で覚えやすく、また他人に当てられにくいPINの選択が重要となります。下記はPINの作成にあたってのガイドラインです。こちらに沿ってPINの文字構成をお考えください:

• 生年月日は使用しないでください。
• お子様やその他ご家族の誕生日は使用しないでください。
• 番地や郵便番号などお勤め先・職場の住所を使用しないでください。
• 住民票コードなどのIDは使用しないでください。
• 電話番号を使用しないでください。
• PINの数字以外の部分には、ご自身やご家族、またはご親戚の方のイニシャル、または住所の一部やスポーツチームなどは使用しないでください。
• ご自身やご家族、またはご親戚の方の氏名は使用しないでください。
• 大文字、小文字、また数字を組み合わせてください。
• 文章を作った上で、使用した言葉のイニシャルをつなげることにより、必要事項を達成し、かつ覚えやすいPINができます。


 

How to reactivate or transfer the IBKR Mobile authentication?

概観: 

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

You will be able to perform the reactivation without having to contact the IB 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. Requirements are listed on the right side

  • 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. Requirements are listed on the right side

  • 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 IB 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

 

Mobile Phone Verification during the account application

Introduction

IB requires that clients verify their mobile phone in order to receive account and trade related communication directly via SMS.  Clients who fail to verify their phone will be subject to trade restrictions pending completion of this process. Verification is performed online and the steps for doing so are outlined below.
In case your account has been already opened but your mobile number has not been yet verified, please jump directly to KB2552 to complete the verification process.

 

Phone Verification

When completing your Interactive Brokers Account Application, you will see a blue bar at the top of the page that says "CONFIRM MOBILE NUMBER."

You can click on that bar any time during steps 1-4.   Once you do, you will see this window:

Once you have entered your full number, it will be recognized and a confirmation message is sent immediately.  Validate your phone number by entering the SMS Code received in the Confirmation Code field and click Submit.

If you are unable to do this during the application process, you can always confirm it on the Application Status page

 

Please consider the following as certain restrictions may apply:

  • SMS messages may be blocked if you participate in your Countries NDNC (National Do Not Call) registry.
  • Due to fraud prevention measures, virtual number providers may be blocked.
  • Some carriers may restrict the Hours of delivery for SMS messages.

 

Multiple 2Factor System (M2FS)

Overview

This page covers specific points on what the Multiple 2Factor System (M2-FS) is and how it functions. For general questions on the Secure Login System, please refer to KB1131.

 

Table of contents

 

What is M2-FS?

M2-FS allows any client to maintain more than one active security device at the same time. No more do you have to pick and choose whether you prefer to use a physical security device or the IBKR Mobile app as either can be used interchangeably.

 

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Activation

For any clients with an active security device, any further device activation will result in both devices remaining active.

I currently use the Security Code Card / Digital Security Card+: Clients who currently use a physical security device, simply need to download and activate the IBKR Mobile app. Refer to the directions for Android and iOS for details.

I currently use the IB Key or the IBKR Mobile app: Clients who currently use the IB Key or IBKR Mobile app and qualify for the Digital Security Card+, can proceed to login to Account Management and request that device1 by following the instructions here.

 

1: The DSC+ is available to accounts with a balance greater than USD 500,000. If your account is below this limit we recommend the activation of the IBKR Mobile authentication, as explained here

 

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Operation

Once you have both a Physical device and the IBKR Mobile app enabled, M2-FS is represented by a drop-down menu upon login. You can now choose the device you wish to authenticate with.

  1. Enter your username and password into the trading platform2 or Account Management login screen and click Login. If correct, a drop down option will allow you to Select Second Factor Device:

    TWS:
    TWS Login -> Select Two Factor Device

    Account Management:
    Acct Mgmt Login -> Select Second Factor Device
     
  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 authentication succeeds, the Log-in will now automatically proceed.

    TWS:
    TWS Login completes after two factor authentication

    Account Management:
    Ascct Mgmt Login completes after two factor authentication

 

 

2: Requires TWS Build 966 and above.

 

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Withdrawal limits

The device used to authenticate your withdrawal, will dictate the withdrawal limit at that time. See details below:

Security Device
used for Withdrawal

Maximum Withdrawal
Per Day

Maximum Withdrawal
in Five Business Days
Security Code Card USD 200,000 USD 600,000
IB Key / IBKR Mobile app USD 200,000 USD 600,000
Digital Security Card3 USD 1,000,000 USD 1,500,000
Digital Security Card+ Unlimited Unlimited
Gold Device3 Unlimited Unlimited
Platinum Device3 Unlimited Unlimited

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

 

For example if you have both the IBKR Mobile app and the Digital Security Card+ enabled and need to withdrawal more than USD 200,000, you can use either device to login to Account Management but will be required to use the Digital Security Card+ to confirm your withdrawal request.

 

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Benefits

M2-FS provides even more flexibility to IB'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 as a 2-Factor Solution

概観: 

At IB, we are committed to protecting your account through the use of 2-Factor log in protection. With 2-factor protection, account access is provided through use of "Something you Know" (i.e. entry of user name and password combination) along with "Something you Have" (i.e., a tool which generates a random code to be entered after the user name and password).  This 2-Factor protection is intended to mitigate the risk of online hackers (who've acquired your password via malware or social engineering) accessing your account.

While IB offers multiple 2-Factor options, IBKR Mobile Authentication is generally viewed as the most convenient to access and operate. Outlined below are some of the convenience factors offered by this app.

 

1. Always Available: 
Your smartphone is always with you, as well as your tool to grant you secure access to your IB account

2. Convenient:
No additional devices to carry, track and watch out for. In the event of loss or change of phone, the IB Client Services can assist you to get the app back up and running at a moment’s notice.

3. Quick Activation:
A couple of minutes within the download of the app, you can already use it to authenticate into your account.

4. No Shipping, Delivery or Return:
No delivery delays, no return of devices with depleted batteries. A quick download suffices.

5. Secure, but quick and No-Hassle Login with our Seamless Authentication:
When logging into the Trading Platforms or the Account Management, you only need to enter your username and password - IBKR will send you a notification and you will use the IB Key protocol to complete the authentication, via fingerprint or PIN, depending on your configuration.

6. Allows for multiple users to authenticate with the same app:
If you have one security device for your personal IB account, one for your joint account with your spouse and one for your business account you will be happy to know that you can activate the same app for all those users (and more).

7. Available for every smartphone, everywhere:
IBKR Mobile can be downloaded from the Apple App Store if you have an iPhone. Android phone users can get the app as usual from the Google Play store. Clients in China can obtain the application on both Baidu and the 360.cn stores.

8. Works even Offline:
Should your phone be offline (like when on vacation or with a bad reception), you can still use IBKR Mobile Authentication. Even though Seamless Authentication won't be accessible, the application can generate the codes you need to access your account and trade.

9. Secure delivery for your Password Reset:
With IBKR Mobile installed and the  IB Key authentication activated, you can have the IB Client Services send you a temporary password to your phone in a secure way without exposing it through text messages and other means of communication. More services for interaction with

10. Small footprint:
IBKR Mobile can be downloaded even on the most restrictive data plans and be installed on your smartphone without hogging resources. The application size and its operational use of resources are limited to the absolute minimum, while not compromising on its security.

 

For a general overview of IBKR Mobile Authentication including installation, activation and operation, please see KB2260.

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
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