IB key アプリ

 

目次

  

イントロダクション

お客様のご資産および個人情報のセキュリティーは弊社にとって極めて重要であり、お客様のセキュリティ保護が口座開設の瞬間から始るために必要な手順の構築に、常に取り組んでいます。 ここで重要になるのがセキュア・ログイン・システム(SLS)です。このシステムはツーファクター認証に基づいてログインを行い、お客様のユーザー名とパスワードを知っていたとしても、このシステムを使用できない人物はお客様の口座にアクセスすることや口座を使用することはできません。 SLSの登録が完了すると口座へのアクセスには必ず2つのセキュリティ要素が必要となります: 1) お客様がご存知のもの(ユーザー名やパスワードの組み合わせ、そして2) お客様がお持ちのもの(フィジカル・セキュリティデバイスかスマートフォン・アプリの作成するランダムなコードの入力)です。

弊社では管理されるご資産の各レベルに合うよう、様々なタイプのSLSデバイスをご用意しています。(KB1131をご覧ください)。以下はご利用のスマートフォンに直接ダウンロードしてご利用になれる、ツーファクター・セキュリティアプリIBKRモバイル認証アプリの概要となります。

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ベネフィット

IB Key認証はIBKRモバイルアプリ経由でご利用のスマートフォンにインストールしてセキュリティデバイスとしてご利用になれるため、口座アクセスのために別のデバイスを持ち歩く必要がなくなります。IB Keyはまた簡単にアクセスできて信用のできるデバイスであるというだけでなく、アプリケーションをほんの数分でダウンロードができるため、フィジカルデバイスの郵送にかかる時間も必要ありません。フィジカルデバイスとさらに異なる点は、複数の口座に対し異なるユーザー名をお持ちのお客様がひとつのIBKRモバイルアプリからすべての口座にアクセスできるようになるということです。詳細はKB2879をご参照ください。

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インストール、有効化、使用方法

IBKR認証システム現在、アンドロイドおよびiOSのオペレーティングシステムを使用し、かつIBKRモバイルをインストールできるスマートフォンでご利用可能です。インストール、有効化および管理に関する手順は以下のリンクよりご確認ください:

アンドロイド: KB2277
iOS: KB2278

注意: IBKR モバイル認証を含めるセキュリティデバイスの無効化および交換は一定の条件の対象となります。アシスタンスが必要な場合にはクライアント・サービスまでご連絡ください。 

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FAQ

IBKR モバイル認証をインストールしたらフィジカルデバイスを返却するのでしょうか?
フィジカルデバイスの返却は必要ありません。フィジカルデバイスはそのままバックアップとしてご利用可能です。 またはDSC+など、セキュリティレベルのさらに高いものをご利用の場合には、制限額の高い資金出金にご利用いただくことができます。デバイスを利用しての出金に関する詳細は: ibkr.com/slsよりご確認ください。
 
IBKRモバイルのPINを紛失してしまいました。どうしたら良いでしょうか?
IBKRモバイルのPINをお忘れになった場合には、ご利用のスマートフォンから一度IBKRモバイルアプリをアンインストールしてから再インストールしてください。アプリを起動してください。リカバリーの指示が表示されたら「いいえ」を選択して拒否してください。「ツーファクターの登録」をタップしてから、「いいえ」を選択して再度リカバリーを拒否してください。この後、画面に表示されるインストラクションに従って有効化を進めてください。 IBKRより有効化用のSMSを送信するため、IBKRモバイル認証の有効化に最初に利用した携帯電話番号へのアクセスが必要になります。
 
携帯電話を紛失してしまいました。どうしたら良いでしょうか?
携帯電話の紛失によりIBKR モバイル認証アプリの無効化が必要になった場合には、こちらよりクライアントサービスの番号をご確認の上、ご連絡ください。
 
SMSによる確認コードが送信されてきません。どうしたら良いでしょうか?
インドを代表とする幾つかの国では、携帯電話への勧誘販売を避けるために「電話禁止」または「着信拒否」国のサービスが設定されています。インドの携帯電話をお持ちの場合や電話会社に公開リストから外してもらうようリクエストされている場合には、携帯会社にご連絡の上、インタラクティブ・ブローカーズからのSMSメッセージを受信できるよう口座を設定してもらう必要があるかもしれません。
これに必要となる手順は国またはご利用のプロバイダーによって異なることにご注意ください。「着信拒否」サービスなどに関するご質問があるバイには、ご利用の携帯電話プロバイダーにご連絡ください。
 
IBKRシームレスログイン通知が送信されてきません。どうしたら良いでしょうか?
KB3234に記載されるインストラクションに従ってください
 
モバイル認証をセキュリティデバイスとして使用した場合、いくらまでの出金ができますか?
IBKRモバイル認証をセキュリティデバイスとして使用することにより、1日に200,000米ドル、また5営業日に600,000米ドルの出金をすることができます。
 
IB Key認証はどの口座に使用できますか?
IB Key認証はすべての口座にご利用可能です[1]。 
 
使用可能なPINコードには何か規制がありますか?
PINには英数字および特殊文字を含めることができます。PINに関するガイドラインはこちらをクリックしてください。
 
アプリを複数のデバイスに同時にインストールすることはできますか?
ユーザー名に対し一度にひとつの携帯電話/デバイスの使用が可能です。 
 
携帯電話でアプリが機能するためには、インターネット接続が必要ですか?
     ○ IBKRモバイル認証はユーザーの有効化 が行われている間のみインターネット接続を必要とします
     ○ IBKRモバイル認証はパスコードの作成にインターネット接続を必要としません[2]
 
同じIBKR モバイル認証アプリににユーザーを追加することはできますか?
IBKRモバイル認証には同じPINのユーザーを無制限に追加することができます。
 
 モバイル認証にはどのバージョンのアンドロイドとiOSの使用が可能ですか?
以下のバージョンが必要です:
     ○ アンドロイド・バージョン5.0以上
     ○ iOSバージョン11.0以上

 

[1] 特定のタイプの機関口座は規制の対象となる可能性があります。
[2] IBKRモバイル認証は有効なデータ接続(wifiまたはセル方式)がない場合、ログイン通知メッセージの受信ができなくなりますが、 チャレンジ-レスポンス・モードでは機能します。両モードでのIB Key認証の使用法方に関する手順は、KB2277(アンドロイド用)またはKB2278(iOS用)をご参照ください。
 

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IBKR Mobile Authentication Overview - iOS

概観: 

This page covers specific points of installing and using IBKR Mobile for Authentication purposes and usign the IB Key protocol on iOS devices.  For general questions on IBKR Mobile Authentication, please refer to KB2260.

 

Table of contents

 

Requirements

  • Must be installed on an iOS device with Touch ID (fingerprint reader) or Face ID (facial recognition).
  • Device's software version must be iOS 11.0 or later.
  • Device must have either Touch ID, Face ID or Passcode enabled. Touch ID or Face ID is the recommended choice. Refer to Set up Touch ID or Set up Face ID for directions.
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Installation

You can download IBKR Mobile app on your iPhone directly from the App Store

Get the IB Key from the Apple Store

How to download IBKR Mobile from the App Store:

  1. On your iPhone tap on the App Store App Store icon icon.
  2. Click on the Search icon (magnifying glass) in the lower right corner, then click in the search bar at the top, type IBKR Mobile then click Search.
  3. Look for IBKR Mobile from Interactive Brokers LLC, tap on GET to the right, then tap INSTALL
    (if prompted, enter your Apple ID password or provide your fingerprint.)
  4. Once the installation has completed, tap on Open to launch the IBKR Mobile app.
        

 

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Activation

Once the app is installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone and requires Internet access.

  1. On your phone open the IBKR Mobile app. If you receive a message asking your consent for IBKR notifications, tap Allow.

     
  2. Select Register Two-Factor, review instructions then click Continue.
        
  3. Enter your Account Username and Password then tap Continue.
            
  4. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone number, enter the new number1 and corresponding Country.  Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation SMS.
  5. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field. Then tap Activate.
           
  6. According to your phone hardware capabilities, you might be prompted to provide or define the security element used to secure the app (Fingerprint, Face ID or PIN2). Please provide the requested security element.
         
  7. If the activation has been successful, you will see a confirmation screen. Tap Done to finalize the procedure
     

Once the IBKR Mobile authentication has been activated, you can close the app. Refer to Operation with Touch ID or Operation with Face ID below on how to use IBKR Mobile for authentication.

Notes:

  1. You must enter your phone number without your country's trunk prefix and only enter numbers without any spacing or special characters.
  2. The recovery PIN will be used to enable additional users or re-enable IBKR Mobile if it has been uninstalled. It must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.

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Operation with Touch ID

Once activated, operation of IBKR Mobile Authentication using Touch ID is as follows:


IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"


  1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If correct, a notification will be sent to your iPhone.
    Two Factor Authentication Prompt
     
  2. On your iPhone, check your notifications panel and select the IBKR Mobile app notification.
     
     
  3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, place your finger that was registered for Touch ID on the Home Button. If the Touch ID has not been activated, IB Key will prompt you to enter the Passcode.
         

  4. If authentication succeeds, the log in will now automatically proceed.
    Login proceeds after authentication 

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Operation with Face ID

Once activated, operation of IBKR Mobile Authentication using Face ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"

  1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If correct, a notification will be sent to your iPhone.
    Two Factor Authentication Prompt
     
  2. On your iPhone, check your notification menu and select the IBKR Mobile app notification.
     
     
  3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, look at the screen to authenticate via Face ID. If Face ID has not been activated, IB Key will prompt you to enter the Passcode.
            

  4. If authentication succeeds, the log in will now automatically proceed.
    Login proceeds after authentication 

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What if I don't receive the notification?

If notifications are disabled, no internet access is available or if you have a poor, unstable connection it is possible the notification may not arrive. In these cases operation of IBKR Mobile Authentication is as follows: 

  1. Click the link Click here if you do not receive the notification.

     
  2. This will generate challenge code and box to enter response.    
  3. Launch IBKR Mobile on your Smartphone, then select Authenticate.  Type the Challenge number into the corresponding box.
        
  4. If you use Touch ID, place your finger that was registered on the Home Button. If the Touch ID has not been activated, IBKR Mobile will prompt you to enter the Passcode. A response string will be generated. If you use Face ID, skip this step and go to the next one.
        
  5. If you use Face ID, look into the If the Touch ID has not been activated, IBKR Mobile will prompt you to enter the Passcode. A response string will be generated.
        
  6. Enter the response from your iPhone into the log in screen and click OK
  7. If authentication succeeds, the log in will now automatically proceed.
    Login Proceeds

 

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References:
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.

 

IBKR Mobile Authentication Overview - Android

概観: 

This page covers specific points of installing IBKR Mobile and using the IBKR Mobile Authentication for authentication purposes and using the IB Key protocol on Android devices.  For general questions on the IBKR Mobile Authentication, please refer to KB2260.

 

Table of contents

 

Requirements

  • Must be installed on an Android Phone that has not been rooted.
  • Device's Android Version must be 5.0 or later.

 

Installation

You can download the IBKR Mobile app on your smartphone directly from;
Google Play Store, 360 Mobile Assistant or Baidu Mobile Assistant.

Get the IB Key from the Google Play store          Download IB Key from 360 Mobile Assistance          Download IB Key from Baidu Mobile Assistant
 

How to install IBKR Mobile from the Google Play Store:

  1. On your Android phone tap on the Play Store Google Play Store App icon app.
  2. Tap on the search bar at the top, type IBKR Mobile then tap Search.
  3. Locate the app IBKR Mobile from Interactive Brokers Group, then select it.
  4. Tap on Install to the right.
  5. Once the installation completes, tap on Open to launch the IBKR Mobile app.

     Search for IB Key on Google Play Store   Install IB Key on Google Play Store

 

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Activation

Once the app has been installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone and requires Internet access.

1. On your phone open the IBKR Mobile app, tap Register Two-Factor, review instructions and then tap Continue.
 
 

2. Enter your IB Account Username and Password then tap Continue.

 

3. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone Number, enter the new number1 and corresponding Country.  Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation Code


4. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field, create a PIN2 then select Activate.
   
 

5. You will receive a message with the outcome of the operation. Tap Done to finalize the procedure.
 

Once IB Key Authentication via IBKR Mobile has been activated, you can close the app. Refer to Operation instructions below on how to use the IBKR Mobile for authentication.

 

Notes: 

  1. You must enter your phone number without your country's trunk prefix and only enter numbers without any spacing or special characters.
  2. The PIN must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.
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Operation

Once activated, you can use the IBKR Mobile to authenticate your login attempt as follows:
IMPORTANT NOTE: If you do not have Internet access while operating the IBKR Mobile, please refer to the section "What if I do not receive the notification?"

  1. Enter your IB Account credentials into your trading platform or Client Portal login screen and click Login. If your credentials have been accepted, a notification will be sent to your phone.
    Two Factor Authentication Prompt
  2. On your phone, swipe down from the top and check your notification drawer. Tap on the IBKR Mobile notification. If you have not received the notification, please refer to KB3234.
    IB Key Push Notification prompt on Android Phone 
  3. The IBKR Mobile app will open, prompting you for your fingerprint or your PIN, according to the hardware capabilities of your phone. Please provide the requested security element.
     
     
  4. If the authentication has succeeded, the trading platform or Account Management login process will automatically move ahead to the next phases.
    IB Key authenticate successful, TWS continues to login
 
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What if I do not receive the notification?

If notifications are disabled, no internet access is available or if you have a poor, unstable connection, the notifications may not reach your phone. In these cases the seamless authentication may not be available but you can still use the manual Challenge/Response authentication method as described below: 

  1. On your trading platform or Account Management login screen, click the link "Click here if you do not receive the notification".
    Click here if you do not receive the notification
  2. Challenge code will be displayed on the screen.
    TWS Two Factor Challenge/Response
     
  3. Launch the IBKR Mobile app on your Smartphone, select Authenticate (if necessary), enter your PIN and the Challenge code you obtained in the previous step. Tap Generate Passcode.
     
     
  4. Response String will be displayed.

     
  5. Enter the Response String into your trading platform or Client Portal login screen. Then click OK.
    Manually enter response string and click OK
     
  6. If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.
    IB Key authenticate successful, TWS continues to login

 

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References:
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.
 

 

PIN Guidelines

Certain security devices used for accessing your IB account require the creation of a numeric PIN code at the point of request or activation. This PIN is intended as an additional layer of protection as it effectively prevents unauthorized individuals who may inadvertently come into possession of your device from operating it. It’s therefore important to select a PIN which you can easily remember, yet which is difficult for others to guess. Outlined below are a series of guidelines or best practices to be taken into consideration when creating your PIN:

• Do not use your own date of birth
• Do not use the date of birth of your children or any other immediate family member
• Do not use parts of your personal or business address, such as street name and number, ZIP and/or Postal Code
• Do not use any part of your Citizen ID (such as SSN or ID document number)
• Do not use phone numbers
 

IBKR Mobile Authentication

 

Table of contents

  

Introduction

The security of your assets and personal information is of utmost concern to IBKR and we are committed to taking the steps necessary to make certain that you are protected from the moment you open your account.  A key component of protection is the Secure Login System (SLS), a login process which relies upon Two-Factor Authentication to prevent anyone from accessing or using your account, even if they know your User Name and password. Once SLS enrolled, your account can only be accessed through use of 2 security factors: 1) something you know (entry of your User Name and password combination); and 2) something you have (entry of a random code generated from a physical security device or Smartphone application).

IBKR offers a variety of SLS devices, with the technical design of each corresponding to the level of assets maintained (see KB1131). The following article provides an overview of the IBKR Mobile Authentication app, a Two-Factor security application which can be installed directly onto your Smartphone.

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Benefits

IB Key Authentication is available on your Smartphone via our IBKR Mobile app and can function as a security device, thereby eliminating the need to carry a separate physical device when logging into your IBKR account. In addition to the convenience of using a device which is trusted and routinely accessible, this app can be downloaded and activated in minutes, thereby eliminating the delays associated with the mailing of physical devices. Moreover, unlike in the case of physical devices, clients maintaining multiple accounts with distinct User Names may access IB Key all from the same IBKR Mobile app. Please refer to KB2879 for more details.

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Installation, Activation, and Operation

IBKR Authentication is currently supported on smartphones that use either Android or iOS operating system and can install IBKR Mobile. Installation, activation, and operating instructions can be found at the following links:

Android: KB2277
iOS: KB2278

PLEASE NOTE: Disabling and replacing any security device, including IBKR Mobile Authentication, is subject to conditions. Please contact Client Services for assistance in this process. 

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FAQ

Should I return my physical device after activating IBKR Mobile Authentication?
No need to return your physical device – it remains active and can be used as backup, or in the case of a higher security level device such as the DSC+, it can be used to initiate funds withdrawals with a higher limit. More on device withdrawal limits can found at: ibkr.com/sls
 
I lost my IBKR Mobile PIN. What do I do?
If you have forgotten your IBKR Mobile PIN, please uninstall and reinstall the IBKR Mobile app on your smartphone. Launch the app. When you are prompted to perform the recovery, reject by answering "No". Tap on "Register Two-Factor", reject again the recovery by answering "No". Then proceed with the activation, following the on-screen instructions. Please notice you would need to have access to the mobile phone number you originally used for the IBKR Mobile Authentication activation, since IBKR will send the Activation SMS to that number.
 
I lost my phone. What do I do?
If you have lost your phone and require that the IBKR Mobile Authentication app be disabled, please contact Client Services at one of the numbers found here.
 
I am not receiving the SMS confirmation code. What do I do?
Some countries, most notably India, provide national "Do Not Call" or "Do Not Disturb" services to prevent telemarketing to mobile numbers. If you have an Indian phone number, or have explicitly requested your phone carrier to exclude you from public lists, you might need to contact your wireless carrier, and ask them for your account to be configured appropriately in order to receive SMS messages from Interactive Brokers.
Please note that the required steps will vary by country and mobile phone provider. It is best to contact your mobile phone provider if you have any questions regarding such "Do Not Disturb" services.
 
I am not receiving the IBKR Seamless login notifications. What do I do?
Please follow the instructions on KB3234
 
How much money can I withdraw using the IBKR Mobile Authentication as a security device?
IBKR Mobile Authentication as a security device allows you to withdraw 200K USD per day and 600K USD in 5 Business Days.
 
To what accounts is the IB Key Authentication available?
IB Key Authentication is supported for all accounts[1]
 
Are there any limits on the PIN code I can use?
Your PIN can be alphanumeric and can contain special characters. Please click here for details on PIN guidelines.
 
Can I install the application on multiple devices at the same time?
Only ONE phone/device can be active at a time for use with your username. 
 
Does my phone need an Internet connection for the app to work?
     ○ IBKR Mobile Authentication requires an Internet connection ONLY during the Enable User process
     ○ IBKR Mobile Authentication does NOT require an Internet connection in order to generate a passcode[2]
 
Can I add additional users to the same IBKR Mobile Authentication app?
IBKR Mobile Authentication supports an unlimited number of additional users with the same PIN.
 
What version of Android and iOS does the IBKR Mobile Authentication support?
You need:
     ○ Android version 5.0 and higher.
     ○ iOS version 11.0 or higher.

 

[1] Restrictions for some specialized Institutional Account types may apply.
[2] Without a working data connection (WiFi or cellular), IBKR Mobile Authentication will not receive the login notification message but can still be operated in Challenge-Response mode. Refer to KB2277 (Android) or KB2278 (iOS) for detailed instructions on how to use IB Key Authentication in both available modes.
 

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新しいセキュリティ・ディバイスの申請方法

 セキュリティ・ディバイスが紛失、盗難、操作不能の状態になった場合は、以下の手順にて、新しいセキュリティ・ディバイスを申請してください。

1. カスタマーサービスに連絡 - まず、カスタマーサービス にお電話いただき、新しいディバイスの申請を行ってください。その際、新しいディバイスが届くまでの間、口座へのログイン時にご利用いただくテンポラリー・コードも入手してください。このサービスは、セキュリティの関係上、口座保有者様の本人確認が必要となるため、お電話でのみの対応となります。本人確認を行った後、テンポラリー・コードを発行いたします。テンポラリー・コードは、ログイン時にユーザー名とパスワードとあわせて必要となりますので大切に保管してください。

2. オンライン・セキュリティ・コード・カードの入手 - テンポラリー・コードの有効期限 (トレーディング・プラットフォームやアカウント・マネジメントのすべての項目へのアクセスできる期間は2日間、制限されたアカウント・マネジメントへのアクセスは10日間) は限られておりますため、この期間内にアカウント・マネジメントよりオンライン・セキュリティ・コード・カードを入手し、有効化の作業を行ってください。このカードは、更なるセキュリティ強化を提供するもので、出金も含めたすべてのアカウント・マネジメントの機能をご利用になれるほか、当社カスタマーサービスへお問い合わせいただかなくても、ご自身でお手元のディバイスの有効化が可能となります。オンライン・セキュリティ・コード・カードの入手方法については、 KB1873 より詳細をご確認ください。

3. 新しいディバイスの申請 - オンライン・セキュリティ・コード・カードの有効化をした後、4つの選択肢が表示されます。選択肢より 「新しいセキュリティログイン・ディバイスを申請」 を選択し、「次に進む」 ボタンをクリックしてください。

画面上に新しく送付されるディバイスの種類、送付先住所、発送予定日、送付方法などの情報が表示されます。新しいディバイスが有効化の際にPINコードが必要となるものである場合 (例:デジタル・セキュリティ・カード、デジタル・セキュリティカード・プラス)、オンライン上でPINの作成方法から最終申請手続きまでの案内が表示されますので、指示に従って操作を行ってください。

 

ご注意いただきたい点:

- セキュリティ対策として、ご申請いただいた代替用の新しいディバイスは、発送予定日より一定期間経過した時点で自動的に有効な状態となるよう設定されています。オンライン・セキュリティ・コード・カードは、代替用の新しいディバイスが届き次第、無効となるわけではございませんが、新しいディバイスがお手元に届き次第、有効化の作業を行っていただくことを強くお勧めいたします。セキュリティ・ディバイスの有効化の方法については、KB1942 より詳細をご確認ください。

- 万が一、ディバイスが紛失または破損した場合、盗難の被害に合ってしまった場合、または口座閉鎖後に返却が確認できなかった場合には、費用を負担していただくこととなりますのでご了承ください。費用は、ご利用のディバイスによって異なりますが、20.00 – 150.00 USDとなります。

 

オンライン・セキュリティ・コード・カードの入手方法

概要:

オンライン・セキュリティ・コード・カードは、お手元に有効なセキュリティ・ディバイスがないお客様や、一時的にテンポラリー・パスコードを利用して口座へアクセスされているお客様にご利用いただく暫定的なセキュリティ・ディバイスです。テンポラリー・パスコードを発行されたお客様には、アカウント・マネジメントよりオンライン・セキュリティ・カードを入手してご利用いただくことを強くお勧めいたします。

オンライン・セキュリティ・カードの入手をお勧めする理由:

- ログイン時に無規則なパスコードを利用していただくことにより、ハッカーなどに対する強固なセキュリティ対策となります。

- 既存のセキュリティ・ディバイスが利用できなくなった後も、保護期間を2日間有効なテンポラリー・コードから21日間へと延長することができ、また、一度無効になったセキュリティ・ディバイスの有効化も可能となります。

- テンポラリー・パスコードのご利用時に発生する、口座情報の変更や出金可能額の制限を緩和できます。

- アカウント・マネジメントより直接入手できるため、当社カスタマーサービスへ問い合わせをいただかなくても、お客様自身でセキュリティ・ディバイスを再有効化していただけます。

 

 

アカウント・マネジメントからカードを入手する方法:

 

1. メニュー項目から 口座管理 --> セキュリティ --> セキュアログイン・システム --> セキュリティディバイス を選択してください。

 

2. 「はい、セキュアログイン・システムを利用します」 を選択し、 「次に進む」 ボタンをクリックしてください。

 

3. 画面上にオンライン・セキュリティ・コード・カードの画像が表示されます。

 

4. 印刷される場合は、「プリントする」 ボタンをクリックしてください。プリンターがない場合は、画像上にて右クリックより 「名前をつけて保存」 にてお客様のPC内に保存してください。

 

5. 「確認」 ボタンをクリックして、有効化の画面に進んでください。画面上に2組の番号が表示されます。もし、上記プロセスにて表示されたカードが正しく印刷、または保存されていない場合は 「戻る」 ボタンをクリックして、再度オンライン・セキュリティ・コード・カードを印刷、保存してください。

 

6. 印刷、または保存していただいたオンライン・セキュリティ・カードの画像上で1つ目の番号を探してください。番号の右に記されている3桁の英数字から成るコードを 「入力欄」 に入力し、2つ目の番号も1つ目と同じようにスペースを空けず、詰めてご入力ください。ご入力が終わりましたら、「送信」 ボタンを押して、次に進んでください。

 

7. 印刷、または保存していただいたカードが無事に有効化されますと、ログインされているユーザーネームに紐づいたセキュリティ・ディバイスの情報が選択肢とともに表示されます。必要に応じ、選択肢より該当の箇所を選択して次のステップに進んでいただき、終了となります。

新しいセキュアログイン・ディバイスを申請された場合は、次に進んで画面にてディバイスの送付先住所をご確認ください。

 

 

セキュリティ・コード・カードを利用したログイン方法を説明したビデオをご覧になる場合は、 KB1042 をご参照ください。

セキュリティ・ディバイスの有効化方法については KB1942 をご参照ください。

新しいセキュリティ・ディバイスの申請方法については KB1943 をご参照ください。

 

 

Welcome to Interactive Brokers

概観: 

Now that your account is funded and approved you can start trading. The information below will help you getting
started as a new customer of Interactive Brokers.

  1. Your Money
  2. Configure your account to trade
  3. How to trade
  4. Trade all over the World
  5. Five points to enrich your IB experience

 

1. Your Money
Deposits & Withdrawals General Info. All transactions are administered through your secure Account Management
Deposits
First, you create a deposit notification through your Account Management > Funding > Fund Transfers > Transaction Type: “Deposit” How to create a deposit notification. The second step is to instruct your Bank to do the wire transfer with the bank details provided in your Deposit Notification.
Withdrawals
Create a withdrawal instruction via your secure Account Management > Funding > Fund Transfers > Transaction Type: "Withdrawals" How to create a withdrawal instruction
If you instruct a withdrawal over the Withdrawal limits, it will be considered an exceptional withdrawal and we will therefore need to match bank account holder and IB account. If destination bank account has been used for a deposit, withdrawal will be processed; otherwise, you must contact customer service and provide the documents needed.
Troubleshooting
Deposits: My bank sent the money but I do not see it credited into my IB account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) A Deposit Notification is missing. You have to create it via your Account Management and send a ticket to Customer Service
c) Amending details are missing. Your name or IB account number is missing in the transfer details. You have to contact your bank and ask for the full amending details.
d) ACH initiated by IB is limited to 100k USD in a 7 business period. If you opened a Portfolio Margin account where the initial requirement is 110k, a wire deposit might be the better deposit option to reduce wait time for your first trade. If selecting ACH a wait time of almost 2 weeks or a temporary downgrade to RegT can be possible solutions.
Withdrawals: I have requested a withdrawal but I do not see the money credited to my bank account. Possible reasons:
a) A fund transfer takes 1-4 business days
b) Rejected. Over the max it can be withdrawn. Please check your account cash balance. Note that for regulatory requirements, when the funds are deposited, there is a 3 day holding period before they can be withdrawn.
c) Your bank returned the funds. Probably because receiving bank account and remitting bank account names do not match.

 

2. Configure your account to trade
Difference between Cash and Margin accounts: If you have chosen the FastTrack application, by default your account type is a cash account with US stock permission. If you would like to get leverage and trade on margin, here how to upgrade to a RegT Margin account
Trading Permissions
In order to be able to trade a particular asset class in a particular country, you need to get the trading permission for it via your Account Management. Please note that trading permissions are free. You might however be asked to sign risk
disclosures required by local regulatory authorities. How to Request Trading Permissions
Market Data
If you want to have market data in real-time for a particular product/exchange, you need to subscribe to a market data package charged by the exchange. How to subscribe to Market data
The Market data assistant will help you choose the right package. Please watch this Video explaining how it works.
Customers have the option to receive delayed market data for free by clicking the Free Delayed Data button from a non-subscribed ticker row.
Advisor Accounts
Have a look at the user guide getting started as advisors. Here you see how to create additional users to your advisor account and grant them access and much more.

 

3. How to trade
The Trader's University is the place to go when you want to learn how to use our Platforms. Here you will find our webinars, live and recorded in 10 languages and tours and documentation about our various Trading Platforms.
Trader Workstation (TWS)
Traders who require more sophisticated trading tools can use our market maker-designed Trader Workstation (TWS), which optimizes your trading speed and efficiency with an easy-to-use spreadsheet interface, support for more than 60 order types, task-specific trading tools for all trading styles, and real-time account balance and activity monitoring. Try the two models
TWS Mosaic: for intuitive usability, easy trading access, order management, watchlist, charts all in one window or
TWS Classic: the Advanced Order Management for traders who need more advanced tools and algos.
General Description and Information / Quick start guide / Usersguide
Interactive Tours: TWS Basics / TWS configuration / TWS Mosaic
How to place a trade:  Video Classic TWS / Video Mosaic
Trading tools: General Description and InformationUsers guide
Requirements: How to install Java for WindowsHow to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWSDownload TWS
WebTrader
Traders who prefer a clean and simple interface can use our HTML-based WebTrader, which makes it easy to view market data, submit orders, and monitor your account and executions. Use the latest WebTrader from every browser
Quick Start Guide / WebTrader User's Guide
Introduction: Video WebTrader
How to place a Trade: Video WebTrader
Login WebTrader
MobileTrader
Our mobile solutions allow you to trade your IB account on the go. The mobileTWS for iOS and the mobileTWS for BlackBerry are custom-designed for these popular models, while the generic MobileTrader supports most other Smart phones.
General Description and Information
Order Types Order Types available and Description / Videos / Tour / Users guide
Paper Trading General Description and Information / How to get a Paper Trading Account
Once your paper account is created, you can share the market data of your real account with your paper trading account: Account Management > Manage Account > Settings > Paper trading

 
4. Trade all over the World
IB accounts are multi-currency accounts. Your account can hold different currencies at the same time, this allows you to trade multiple products around the world from a single account.
Base Currency
Your base currency determines the currency of translation for your statements and the currency used for determining margin requirements. Base currency is determined when you open an account. Customers may change their base currency at any time through Account Management.
We do not automatically convert currencies into your Base currency
Currency conversions must be done manually by the customer. In this video you can learn how to do a currency conversion.
In order to open a position denominated in a currency that you do not have in your account, you have two possibilities:
A) Currency conversion.
B) IB Margin Loan. (Not available for Cash Accounts)
Please see this course explaining the mechanics of a foreign transaction.

 

5. Five points to enrich your IB experience
1. Contract Search
Here you will find all our products, symbols and specifications.
2. IB Knowledge Base
The Knowledge Base is a repository of glossary terms, how-to articles, troubleshooting tips and guidelines designed to assist IB customers with the management of their IB accounts. Just enter in the search button what you are looking for and you will get the answer.
3. Account Management
As our trading platforms give you access to the markets, the Account Management grants you access to your IB account. Use Account Management to manage account-related tasks such as depositing or withdrawing funds, viewing your statements, modifying market data and news subscriptions, changing your trading permissions, and verifying or changing your personal information.
Log In Account Management / AM Quick Start Guide / AM Users Guide
4. Secure Login System
To provide you with the highest level of online security, Interactive Brokers has implemented a Secure Login System (SLS) through which access to your account is subject to two-factor authentication. Two-factor authentication serves to confirm your identity at the point of login using two security factors: 1) Something you know (your username and password combination); and 2) Something you have (an IB issued security device which generates a random, single-use security code). As both knowledge of your username/password and physical possession of the security device are required to login to your account, participation in the Secure Login System virtually eliminates the possibility of anyone other than you accessing your account.
How to Activate your Security Device / How to Obtain a Security Code Card / How to return Security device
In case you forgot your password or lost your security code card, please call us for immediate assistance.
5. Statements and Reports
Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account. How to view an Activity Statement 

 

SSL の脆弱性 ("Heartbleed Bug") に関するFAQ

どういった問題ですか? «HEARTBLEED»とは何ですか?

オープンソースのSSL/TLSプロトコルの実装において指摘された脆弱性は、サーバーのメモリ上にあるパスワードや暗号化キーを読み取られてしまう可能性があるという極めて重大なものです。

SSLとは何ですか?
 

SSLとは、パソコンに対して、ネットワーク上で通信されるデータの暗号化、復号化を指示するプロトコルです。

IBで«HEARTBLEED»の影響はありますか?

現時点では確認されておりません。

脆弱性が確認されたOpenSSLのバージョンを使ってるIBサーバーはごく僅かで、弊社では脆弱性が指摘され、パッチがリリースされてからすぐに対応策を講じています。

セキュアログインシステム(SLS)を使用することで、こういった場合でもセキュリティ強化になりますか?

主なログイン時の主な認証(ユーザー名、パスワードの入力)に加え、セキュアログイン・システム(SLS)をご利用いただくことで更に高いセキュリティを確保することができます。

また、セキュアログイン・ディバイス(SLS)をご利用いただくことで、他の人が口座へアクセスできないよう対処することができます。

パスワード変更をした方が良いですか?

弊社にて講じた追加のセキュリティ対策により、パスワードはこの脆弱性の影響は受けておりません。

パスワードを定期的に更新することは、セキュリティ上良いことですが、«Heartbleed»対策としてすぐにパスワードを変更する必要はございません。

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

 

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