クライアント・ポータルからのQRコードを使用してiPhoneでIBKRモバイル認証(IB Key)を有効化する方法

クライアント・ポータルにログインした際にQRコードをご覧になった方もいらっしゃると思います。ここではそのコードを利用してIBKRモバイル認証(IB Key)機能を有効化する手順をご説明します。

 

1)クライアント・ポータルにログインしてください。QRコードをスキャンしてIBKRモバイル認証(IB Key)の有効化を薦めるバナーが表示されます:

図 1


 

2)ご利用のスマートフォンの「カメラ」アプリを起動してください。

図 2

 

3)カメラのレンズをQRコードにかざしてください。「写真を撮る」必要はありません。焦点がコードにあたると自動的に読み取られます。レンズがQRコードを読み取らない場合には、QRコードから遠ざけたり知被けたりして焦点をあててください。レンズがQRコードを認識しない場合には、この手順の下にある問題点と解決法の項目をご参照ください。

図 3

 

4)スマートフォンがQRコードを読み取ると、画面の上にバナーが表示されます。

  • スマートフォンのブラウザーからIBKRのウェブサイトを開くように指示がある場合には、(図 4.1のように表示されます)手順 5にそのまま進んでください。
  • IBKRモバイルアプリを開くように指示がある場合には(図 4.2のように表示されます)手順 8に進んでください。

図 4.1                                                                                図 4.2

 

5)画面の上に表示されるIBKRのウェブサイトを開く指示をタップしてください。AppStoreに自動的に進みます。

図 5

 

6)ダウンロードのアイコン取得をタップして、ご利用のスマートフォンにIBKRモバイルをインストールしてください。

図 6

 

7)インストールが完了した時点ではIBKRモバイルアプリを起動しないでください。もう一度カメラを開いてクライアント・ポータルに表示されるQRコードにかざしてください。

図 7

 

8)画面の上に表示されるIBKRモバイルを開く指示をタップしてください。

図 8

 

9)IBKRモバイルの通知を許可するかしないかとの表示が出たら、「許可する」をタップしてください。

図 9

 

10)スマートフォンをアンロックする際のセキュリティ要素(FaceID、指紋またはパスコード)を入力するように指示がでます。

図 10

 

11)IBKRモバイル認証(IB Key)の有効化作業が完了したことを承認するメッセージが送信されます。「完了」をタップして作業を終了してください

図 11

 

 

問題点と解決法

 

  • スマートフォンがQRコードを読み取りませんでした。どうしたら良いでしょうか?

スマートフォンのカメラ設定が「QRコードをスキャンする」ように設定されていることを確認してください。

図 12

 

  • スマートフォンのフロントレンズが有効化されています。後ろのレンズにはどうやって切り替えることができますか?

通常はカメラにボタンが表示され、これをタップしてレンズを切り替えることができます。

図 13

 

  • IBKRモバイル認証(IB Key)の有効化の途中で「エラーが発生しました。再度お試しください」のメッセージを受信しました。

図 14

このエラーメッセージが出る場合、すでに有効化されているIBKRモバイル認証(IB Key)を有効化しようとしている可能性があります。もう一度クライアント・ポータルにログインしてください。ログイン情報を入力した時点でスマートフォンに通知が送信され、これをタップして認証作業が完了したらIBKRモバイル認証(IB Key)の有効化がすでにできています。これ以上手順を進める必要はありません。

エラーメッセージが表示される他の可能性としては、クライアント・ポータルに表示されるQRコードがすでに使用済みで期限が切れていることがあります。この場合には一度クライアント・ポータルからログアウトしてから再度ログインして新しいQWコードを取得してください。

 

参考文献:
  • IBKRモバイル認証(IB Key)の有効および使用方法に関する詳細はKB2260 をご参照ください。
  • IBKRモバイル認証(IB Key)のリカバリーに関する詳細は、KB2748をご参照ください。
  • IBKRモバイルアプリ用通知の有効化に関する詳細は、KB3236 をご参照ください。
  • IBKRモバイル通知がない場合のトラブルシューティング手順に関する詳細は、KB3234をご参照ください。
  • IBKRモバイル認証(IB Key)の新しいスマートフォンへの移行に関する詳細はKB3073をご参照ください。

QRコードを使用してのIBKRモバイル認証(IB Key)の有効化

下記よりお客様の状況に適したシナリオを選択してください:

 

クライアント・ポータルに表示されるQRコードを利用してIBKRモバイル認証(IB Key)を有効化したいのですが、どうしたらいいですか?

  • ご利用のスマートフォンのオペレーティングシステムによって、下記より該当するリンクをクリックしてください:

 

クライアント・ポータルからQRコードをスキャンすることができません。IBKRモバイル認証(IB Key)はどうやって有効化できますか?

  • ご利用のスマートフォンのオペレーティングシステムによって、下記より該当するリンクをクリックしてください:

 

クライアント・ポータルに表示されるQRコードを利用してIBKRモバイル認証(IB Key)にユーザーを追加したいのですが、どうしたらいいですか?

  • ご利用のスマートフォンのオペレーティングシステムによって、下記より該当するリンクをクリックしてください:

 

クライアント・ポータルからQRコードをスキャンすることができません。IBKRモバイル認証(IB Key)にはどうやってユーザーを追加できますか?

  • ご利用のスマートフォンのオペレーティングシステムによって、下記より該当するリンクをクリックしてください:

 

I am unable to scan the QR Code in Client Portal. How can I add a User to IBKR Mobile Authentication (IB Key) for Android?

Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this Android device.
  • For more information on the installation and activation on Android devices, please consult KB2277.

 

Instructions: 

1) On your Android device, open the IBKR Mobile app.

     1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)

     1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the top-left corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

 

Figure 1                                                 Figure 2                                               Figure 3                         
    

Figure 4                                            

2) Tap on AUTHENTICATE (Figure 5) and then on Add User (Figure 6).

Figure 5                                                      Figure 6                                      
         

3) Read the instructions and then tap on SESSION ID (Figure 7).

Figure 7                                   


4) Type the alphanumeric string present below the QR code in the Session ID field (Figure 8).

Figure 8

5) Provide your PIN then tap ACTIVATE (Figure 9).

Figure 9                        

6) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).

Figure 10                              

 

 

Possible Issues and Solutions
 
  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 11

This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

I am unable to scan the QR Code in Client Portal. How can I add a User to IBKR Mobile Authentication (IB Key) for iPhone?

 
Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this iOS device.
  • For more information on the installation and activation on iOS devices, please refer to KB2278.

 

Instructions:

1) On your iOS device, open the IBKR Mobile app.

     1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)

     1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the bottom-right corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

Figure 1                                                 Figure 2                                              Figure 3                        

     

Figure 4                                                        

 

2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).

Figure 5                                                  Figure 6

      

3) Tap Setup IB Key using QR code (Figure 7).

Figure 7                      

     

4) Type the alphanumeric string present below the QR code in the Activation Code field (Figure 8).

Figure 8

8) Tap Activate IB Key (Figure 9).

Figure 9

9) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 10).

Figure 10

 

 

 

 

Possible issues and solutions

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 11

This error message (Figure 11) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to add a User to IBKR Mobile Authentication (IB Key) for Android with the QR Code from Client Portal

 
Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this Android device.
  • For more information on the installation and activation on Android devices, please consult the IBKR Knowledge Base.

 

Instructions: 

1) On your Android device, open the IBKR Mobile app.

     1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)

     1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the top-left corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

 

Figure 1                                                 Figure 2                                               Figure 3                         
    

Figure 4                                            

2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).

Figure 5                                                      Figure 6                                      
         

3) Read the instructions and then tap on SESSION ID (Figure 7).

Figure 7                                   


4) Tap QR CODE (Figure 8).

Figure 8                                            

5) Tap Allow if asked for permission to use the phone camera (Figure 9).

Figure 9                     

6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 10

7) Provide your PIN then tap on ACTIVATE (Figure 11).

Figure 11                               

8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to confirm (Figure 12).

Figure 12                            

 

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).

Figure 13

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).

Figure 14

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 15

This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to add a User to IBKR Mobile Authentication (IB Key) for iPhone with the QR Code from Client Portal

 
Requirements:
  • The IBKR Mobile app must be installed and IBKR Mobile Authentication (IB Key) already activated on this iOS device.
  • For more information on the installation and activation on iOS devices, please refer to the IBKR Knowledge Base.

 

Instructions:

1) On your iOS device, open the IBKR Mobile app.

     1.a) If the app opens with the login screen (Figure 1), tap on Services on the top-left corner (red arrow) and proceed with step 2)

     1.b) If the app opens with your Home Page, Portfolio, Watchlists, or similar, tap on More on the bottom-right corner (Figure 2). Then tap on Two-Factor Authentication (Figure 3), followed by Add User (Figure 4) and proceed with step 3)

Figure 1                                                 Figure 2                                              Figure 3                        

     

Figure 4                                                        

 

2) Tap on Authenticate (Figure 5) and then on Add User (Figure 6).

Figure 5                                                  Figure 6

      

3) Tap Setup IB Key using QR code (Figure 7).

Figure 7                      

     

4) Tap Launch Camera (Figure 8).

Figure 8            

             

5) Tap OK if you are asked for permission to use camera (Figure 9).

Figure 9                                       

       

6) Point the lens of your smartphone camera towards the QR code (Figure 10). You don't need to "take a picture." When the code is in focus, it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 10                                        

         

7) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode). Please provide it (Figure 11).

Figure 11                                   

           

8) You will receive a message indicating the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to confirm (Figure 12).

Figure 12                                  

 

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 13).

Figure 13

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 14).

Figure 14

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again." 

Figure 15

This error message (Figure 15) may indicate you are attempting to activate the IBKR Mobile Authentication (IB Key) for a user which was already enrolled. Please try to log that user in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then the user was already enrolled and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

 

I am unable to scan the QR Code in Client Portal. How can I activate IBKR Mobile Authentication (IB Key) for iPhone?

 

Requirements:
  • Your iOS device must have Touch ID (fingerprint reader) or Face ID (facial recognition).
  • The device's Operating System version must be iOS 11.0 or later.
  • The 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.

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

Get the IB Key from the Apple Store

 

Instructions:

1) On your iPhone tap the App Store App Store icon icon.

2) Tap the Search icon (magnifying glass) in the lower right corner,

Figure 2

3) Tap in the search bar at the top, type IBKR Mobile. The search results should automatically appear below the search box.

Figure 3

4) Select the IBKR Mobile from Interactive Brokers LLC and tap on the download icon GET (if prompted, enter your Apple ID password or provide your FaceID / Fingerprint).

Figure 4

5) Once the installation has completed, tap OPEN to launch the IBKR Mobile app.

Figure 5

6) Tap Setup IB Key using QR code.

Figure 6

7) Type the alphanumeric string present below the QR code in the Activation Code field.

Figure 7

8) Tap Activate IB Key

9) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to complete the procedure

Figure 9

 

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

 

I am unable to scan the QR Code in Client Portal. How can I activate IBKR Mobile Authentication (IB Key) for Android?

Requirements:

  • Your Android Phone must not be rooted.
  • The Android OS version must be 6.0 or later.

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

 
Instructions:

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 the magnifying glass to search.

Figure 2

3) Locate and select the app IBKR Mobile from Interactive Brokers Group, then tap on Install to the right.

Figure 3

  

4) Once the installation completes, tap on Open to launch the IBKR Mobile app.

Figure 4

5) Tap REGISTER TWO-FACTOR

Figure 5

6) Tap SESSION ID

Figure 6

7) Type the alphanumeric string present below the QR code in the Session ID field

Figure 7

8) Create a PIN of your preference then tap ACTIVATE. The PIN must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Tap +PIN Guidelines or refer to KB2269 for additional guidelines.

Figure 8

9) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to complete the procedure

Figure 9

 

 

Possible Issues and Solutions

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 14

This error message (Figure 14) may indicate you are attempting to activate an IBKR Mobile Authentication (IB Key) instance that is already activated. Please try to log in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then your IBKR Mobile Authentication (IB Key)  instance is already activated and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to activate IBKR Mobile Authentication (IB Key) for Android with the QR Code from Client Portal

 

Requirements:

  • Your Android Phone must not be rooted.
  • The Android OS version must be 6.0 or later.

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

 

Instructions:

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 the magnifying glass to search.

Figure 2

3) Locate and select the app IBKR Mobile from Interactive Brokers Group, then tap on Install to the right.

Figure 3

  

4) Once the installation completes, tap on Open to launch the IBKR Mobile app.

Figure 4

5) Tap REGISTER TWO-FACTOR

Figure 5

6) Tap SESSION ID

Figure 6

7) Tap QR CODE

Figure 7

8) Tap Allow if asked for permission to use the phone camera.

Figure 8

9) Point the lens of your smartphone camera towards the QR code. You don't need to "take a picture." When the code is in focus it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 9

10) Create a PIN of your preference then tap ACTIVATE. The PIN must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Tap +PIN Guidelines or refer to KB2269 for additional guidelines.

Figure 10


 

11) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap DONE to complete the procedure

Figure 11

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone (Figure 12)

Figure 12

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses (Figure 13)

Figure 13

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 14

This error message (Figure 14) may indicate you are attempting to activate an IBKR Mobile Authentication (IB Key) instance that is already activated. Please try to log in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then your IBKR Mobile Authentication (IB Key) instance is already activated and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications (IB Key).
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.

I want to activate IBKR Mobile Authentication (IB Key) for iPhone with the QR Code from Client Portal

You may have seen a QR code when you logged into Client Portal. In this article we will cover the steps for activating IBKR Mobile Authentication (IB Key) using that code.

 

1) Log into Client Portal. You will see a banner recommending that you activate IBKR Mobile Authentication (IB Key) by scanning the accompanying QR Code:

Figure 1


 

2) On your smartphone, launch the "Camera" app.

Figure 2

 

3) Point the lens of your smartphone camera towards the QR code. You don't need to "take a picture." When the code is in focus it is automatically captured. If your phone does not seem to recognize the QR code try to move your phone closer or farther away to the QR code in order to gain focus. If your phone does not recognize the QR code, please see the section Possible Issues and solutions at the bottom of this article.

Figure 3

 

4) If your device was able to read the QR code successfully, you will see a banner on the top of your smartphone screen.

  • If the banner asks you to open the IBKR web site on your smartphone browser (as in Figure 4.1), please proceed directly to next step, 5)
  • If the banner asks you to open the IBKR Mobile app (as in Figure 4.2), please jump to step 8)

Figure 4.1                                                                                Figure 4.2

 

5) Tap on the banner on the top of your smartphone screen, asking you to open the IBKR Web site. You will be redirected to the AppStore.

Figure 5

 

6) Tap the download icon GET to install IBKR Mobile on your phone.

Figure 6

 

7) Once the installation is complete, do not launch the IBKR Mobile app. Open your camera and again focus on the QR code displayed in Client Portal.

Figure 7

 

8) Tap on the banner on the top of your screen, asking you to open the IBKR Mobile app.

Figure 8

 

9) Tap Allow if asked whether to allow or disallow notifications for IBKR Mobile.

Figure 9

 

10) You will be asked to provide the security element you use to unlock your phone (FaceID, Fingerprint or Passcode).

Figure 10

 

11) You will receive a message confirming the successful activation of IBKR Mobile Authentication (IB Key). Tap Done to complete the procedure

Figure 11

 

 

Possible issues and solutions

 

  • My smartphone did not manage to read the QR code. What should I do?

Make sure you have activated the switch "Scan QR codes" from the Camera Settings of your smartphone.

Figure 12

 

  • My phone activates the front camera. How can I switch to the rear one?

Usually there is a specific button in the camera view to switch from front to rear lenses.

Figure 13

 

  • During the IBKR Mobile Authentication (IB Key) activation, I receive an error message "An error has occurred. Please try again."

Figure 14

This error message may indicate you are attempting to activate an IBKR Mobile Authentication (IB key) instance that is already activated. Please try to log in to the Client Portal again. If you receive a notification on your smartphone once you have entered the credentials and you are able to complete the authentication once you tap on that notification, then your IBKR Mobile Authentication (IB Key) instance is already activated and you no longer need to follow the steps on this article.

Alternatively, the error message may be displayed when the QR code shown in the Client Portal was already used to attempt an activation and is expired. In this case, please log out of the Client Portal and log back in to obtain a fresh QR code.

 

References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication (IB Key).
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication (IB Key).
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications.
  • See KB3073 for instructions on how to migrate the IBKR Mobile Authentication (IB Key) to a new smartphone.
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