How to share a security device

Overview: 

IBKR allows individuals to maintain multiple user names within a single account or across distinct accounts under their control.  Individuals who do not wish to maintain multiple physical security devices may elect to consolidate and share a single device across their users. The prerequisites and the procedure for sharing devices are outlined below.

Note: Clients using the IBKR Mobile Authentication (IB Key) should not use the present device sharing procedure, since the IB Key allows multiple users to be enabled directly from the IBKR Mobile app itself (menu item: Authenticate -> Add user). 
 
Background: 

Prerequisites

The possibility of sharing a physical security device will be granted only if ALL the conditions below are respected:

a) The participant users belong either to the same entity or to different entities but with the same identification data (Date of Birth, Citizenship, Country of Legal Residence, Identification Document type and number or Social Security Number for US Citizens and residents). 

b) The participant users do NOT have a temporary security device (Temporary Code, Online Security Code Card) currently assigned to them.

c) The physical device offering the highest level of protection has to be shared. In case all the devices offer the same level of protection, whichever of them can be eligible. You can check the security level of your device in the table below:

Security level

Device name

Device image

Highest Digital Security Card+ (DSC+)
Lowest Security Code Card (SLS card)
 
 

Procedure:

1. Among the possible candidates, identify the device offering the highest level of protection and the user that device belongs to. We will call that user the device owner

2. Log in to your Client Portal page with the requesting user (NOT the device owner)

3. Click on Menu icon in the top-left then select Settings and then User Settings
 
 4. Click on the wheel (Settings) close to Secure Login System
 
5a. In case your user does not have any active device, the system will display the SLS enrollment menu. Select the item "I already have access to a Secure Login Device under a different username" and click on Continue
 
5b. In any other case, the system will display the device list. Click on Share Device to proceed further
 
6. Enter the credentials of the device owner you identified at point 1. and click on Continue.

 
7. According to the SLS Device about to be shared, the system will display a security element (either Challenge Code or Index Numbers). Operate the SLS Device and, using the security element provided by the system, generate a response code. Enter the response code in the correspondent field and click on Continue.
 
8. Once you have reviewed the correctness of the information entered, click on Continue.

 
9. The system will display the status of your request (see note a. for details). Click OK to finalize the procedure.

 

NOTES:

a. In the vast majority of cases your sharing request will be automatically and immediately approved, processed and enforced. In case the approval of our Compliance department is needed, your request will stay in a pending status until this step has been cleared.

b. Once the device sharing request has been processed, you could keep the redundant device/s in a safe place. In the future you might decide to cancel the device sharing and reactivate those devices instead. If you do not feel the need to store them, you can send them (only DSC+) back to us following the instructions contained on this page:
 

c. Here below you can see the most common error messages and their causes:

- Less secure device: This error is returned if you set up the less secure token as the one to be shared. Please identify the most secure device and share that one.

- Different identification information:
This error is returned if the identification data of the entities/individuals involved in the sharing does not match. If the users belong to different entities/individuals, please notice that the token sharing will NOT be possible by design.
If the users belong in fact to the same entity/individual, the mismatch could be due, for example, to an outdated identification document on record. In this case, you can contact our Client services to have the data rectified.

 

 References:
  • Overview of the Secure Login System: KB1131 or ibkr.com/sls 
  • Multiple Two-Factor Authentication System (M2FS): KB2895
  • How to share the Security Login Device between two or more users: KB2481
  • How to opt back into the Secure Login System: KB2545
  • Security considerations following SLS partial opt-out: KB1198
  • Are there any charges or expenses associated with the security devices? KB1861
  • How to troubleshoot Account Management Login Failures: KB1132
  • How to troubleshoot Trading Platform Login Failures: KB1133

 

移动IBKR验证概述—iOS

Overview: 

本文将介绍在iOS设备上安装和使用移动IBKR进行验证以及使用IB Key协议的相关问题。 有关移动IBKR验证的一般性问题,请参见KB2260

 

目录

 

要求

  • 必须安装在有Touch ID(指纹识别)或Face ID(人脸识别)iOS设备上。
  • 设备的软件必须为iOS 11.0或以上版本
  • 设备必须启用了Touch ID、Face ID密码这三者中的一个。建议使用Touch ID或Face ID。请参见设置Touch ID设置Face ID说明。
 回到顶部
 

安装

您可直接从App Store将移动IBKR 下载到您的iPhone

从苹果应用商店下载IB Key

如何从App Store下载移动IBKR:

  1. 点击iPhone上的App Store App Store图标图标。
  2. 点击右下角的搜索图标(放大镜),然后点击顶部的搜索框,输入移动IBKR然后点击搜索
  3. 找到Interactive Brokers LLC移动IBKR,点击右边的获取,然后点击安装
    (如有弹出窗口,则输入您的Apple ID密码或按压您的指纹。)
  4. 安装完成后,点击打开以启动移动IBKR程序。
        

 

回到顶部

 

激活

应用程序在设备上安装完成后,您需要为想参加验证计划的用户名激活该程序。该操作将完全在您的手机上完成,且要求联网。

  1. 在您的手机上打开移动IBKR程序。如果收到一条询问您是否允许接收IBKR通知的消息点击允许

     
  2. 选择注册双因素,查看操作说明,然后点继续
        
  3. 输入您账户的用户名密码,然后点击继续
            
  4. 系统将自动选择您账户登记的默认手机号码。如果该号码无法接收短信(SMS),您需要从列表(如适用)中选择其它号码,或添加新号码。要添加新的手机号码,点击添加手机号码,输入新号码1及其对应国家。 从列表中选好手机号码或添加好新的手机号码后,点击获取激活短信
  5. 系统将发送一条带有激活码的短信激活码区域输入激活码。然后点击激活
           
  6. 系统会根据您手机的硬件功能,提示您提供或指定用于保护程序的安全要素(指纹、Face ID或PIN码2)。请提供安全要素
         
  7. 如果激活成功,您将会看到确认页面。点击完成 以完成程序
     

移动IBKR验证激活后,您便可关闭该程序。参见下方的用Touch ID操作用Face ID操作了解如何使用移动IBKR进行验证。

注意:

  1. 您输入的电话号码必须不带国家前缀,且只需输入数字,无需添加空格或特殊字符。
  2. 恢复PIN码将被用于启用额外的使用者或在移动IBKR被卸载后重新启用该程序。恢复PIN码须包含4到6个字符(允许字母、数字和特殊字符)。更多指南请参见KB2269

回到顶部
 

用Touch ID操作

激活后,使用Touch ID进行移动IBKR验证的操作如下:


重要提示:如果在操作移动IBKR验证时没有网络连接,请参考如果我没有收到通知怎么办?


  1. 在交易平台或客户端登录界面输入您的用户名和密码,点击登录。如正确,系统将向您的iPhone发送一条通知。
    双因素验证提示
     
  2. 检查iPhone上的通知菜单并选择移动IBKR应用程序通知。
     
     
  3. 选择通知将启动移动IBKR程序。将您注册过Touch ID的手指放置在Home键上。如果Touch ID尚未激活,IB Key将提示您输入密码。
         

  4. 如验证成功,系统将自动登录。
    验证后继续登录 

回到顶部
 

用Face ID操作

激活后,使用Face ID进行移动IBKR验证的操作如下:
重要提示:如果在操作移动IBKR验证时没有网络连接,请参考如果我没有收到通知怎么办?

  1. 在交易平台或客户端登录界面输入您的用户名和密码,点击登录。如正确,系统将向您的iPhone发送一条通知。
    双因素验证提示
     
  2. 检查iPhone上的通知菜单并选择移动IBKR应用程序通知。
     
     
  3. 选择通知将启动移动IBKR程序。在您的iPhone上,目视屏幕以通过Face ID进行验证。如果Face ID尚未激活,IB Key将提示您输入密码。
            

  4. 如验证成功,系统将自动登录。
    验证后继续登录 

回到顶部
 
 

如果我没有收到通知怎么办?

如果通知被禁用、没有网络连接或连接不稳定,则有可能无法收到通知。这种情况下,请按以下步骤进行移动IBKR验证: 

  1. 点击如您未收到通知,点击此处

     
  2. 点击后会生成一个挑战码及一个文本框,供您输入响应代码。    
  3. 在您的手机上启动移动IBKR,然后选择验证。将挑战码输入到相应的框内。
        
  4. 如果是用Touch ID,则请将录入指纹的手指放到Home键上。如果Touch ID尚未激活,移动IBKR将提示您输入密码。 此时将生成一个响应字符串。如果是用Face ID,则请跳过该步骤,前往下一步。
        
  5. 如果是用Face ID,则请目视屏幕。如果Face ID尚未激活,移动IBKR将提示您输入密码。 此时将生成一个响应字符串。
        
  6. 在登录界面输入您iPhone的响应字符串,然后点击确定。 
  7. 如验证成功,系统将自动登录。
    登录继续

 

回到顶部

 

参考:
  • 参见KB2748了解如何恢复移动IBKR验证。
  • 参见KB3234了解如何解决没收到移动IBKR通知的问题
  • 参见KB2745了解如何为移动IBKR程序清除缓存。

 

移动IBKR验证概述—安卓

Overview: 

本文将介绍在安卓设备上安装和使用移动IBKR进行验证以及使用IB Key的相关问题。 有关移动IBKR验证的一般性问题,请参见KB2260

 

目录

 

要求

  • 必须安装在没有被root的安卓手机上。
  • 设备的安卓版本必须为5.0或以上

 

安装

您可从以下来源将移动IBKR程序直接下载到您的手机:
谷歌应用商店360手机助手百度手机助手

从谷歌应用商店下载IB Key。          从360手机助手下载IB Key。          从百度手机助手下载IB Key
 

如何通过谷歌应用商店安装移动IBKR:

  1. 点击安卓手机上的应用商店 谷歌应用商店图标程序。
  2. 点击顶部的搜索框输入移动IBKR然后点击搜索
  3. 找到盈透证券集团移动IBKR,然后选择该应用。
  4. 点击右侧的安装
  5. 安装完成后,点击打开以启动移动IBKR程序。

     在谷歌应用商店搜索IB Key   在谷歌应用商店安装IB Key

 

回到顶部

 

激活

应用程序在设备上安装完成后,您需要为想参加验证计划的用户名激活该程序。该操作将完全在您的手机上完成,且要求联网。

1. 在您的手机上打开移动IBKR程序,点击注册双因素,查看操作说明,然后点继续
 
 

2. 输入您的IB账户用户名密码,然后点击继续

 

3. 系统将自动选择您账户登记的默认手机号码。如果该号码无法接收短信(SMS),您需要从列表(如适用)中选择其它号码,或添加新号码。 要添加新的手机号码,点击添加手机号码,输入新号码1及其对应国家。 从列表中选好手机号码或添加好新的手机号码后,点击获取激活码


4. 系统将发送一条带有激活码的短信。激活码区域输入激活码,创建一个PIN码2然后选择激活
   
 

5. 您将会收到一条告知操作结果的消息。点击完成以完成程序。
 

经由移动IBKR的IB Key验证激活后,您便可关闭该程序。 请参考以下操作指南了解如何使用移动IBKR进行验证。

 

注意: 

  1. 您输入的电话号码必须不带国家前缀,且只需输入数字,无需添加空格或特殊字符。
  2. PIN码必须包含4到6个字符(允许字母、数字和特殊字符)。更多指南请参见KB2269
回到顶部
 

操作

激活后,您便可使用移动IBKR验证登录:
重要通知:如果在操作移动IBKR时没有网络连接,请参考如果我没有收到通知怎么办?

  1. 在交易平台或客户端登录界面输入您的IB账户用户名和密码,点击登录。如果用户名和密码被接受,系统将向您的手机发送一条通知。
    双因素验证提示
  2. 从手机屏幕顶部向下拉,检查您的通知列表。点击移动IBKR通知。如您未收到通知,请参见KB3234
    安卓手机上的IB Key推送通知提示 
  3. 移动IBKR程序将打开,提示您验证指纹或输入PIN码(具体取决于您手机的硬件功能)。请提供相关的安全认证因素。
     
     
  4. 如果验证成功,交易平台或账户管理登录程序将会自动进入下一步。
    IB Key验证成功,TWS继续登录
 
回到顶部
 

如果我没有收到通知怎么办?

如果通知被禁用、没有网络连接或连接不稳定,则有可能无法收到通知。这种情况下,可能无法使用无缝验证,但您仍可采用手动挑战/响应验证方式(如下): 

  1. 在交易平台或账户管理登录界面,点击“如未收到通知,请点击此处”
    如您未收到通知,点击此处
  2. 屏幕上会显示挑战码。
    TWS双因素挑战/响应
     
  3. 在您的手机上启动移动IBKR程序,选择验证(如有必要),输入您的PIN码以及您在上一步获得的挑战码。 点击生成通关码。
     
     
  4. 屏幕上会显示一条响应字符串

     
  5. 在交易平台或客户端登录界面输入响应字符串。然后点击确定
    手动输入响应字符串并点击确定
     
  6. 如果验证成功,交易平台或客户端登录程序将会自动进入下一步。
    IB Key验证成功,TWS继续登录

 

回到顶部

 

参考:
  • 参见KB2748了解如何恢复移动IBKR验证。
  • 参见KB3234了解如何解决没收到移动IBKR通知的问题
  • 参见KB2745了解如何为移动IBKR程序清除缓存。
 

 

移动IBKR验证

 

目录

  

简介

IBKR高度重视您的资产和个人信息安全,并致力于采取必要措施确保您的账户自开立起便受到保护。 这其中非常重要的一项便是安全登录系统(SLS),这一登录程序采用双因素验证防止任何其他人访问或使用您的账户,即使他们掌握了您的用户名和密码。一旦加入SLS,便只可通过使用两项安全因素访问账户:1) 您已知的(用户名和密码);2) 您已有的(实物安全设备或手机应用程序生成的随机代码)。

IBKR提供多种SLS设备,每种设备的技术设计对应一种资产水平(参见KB1131)。下方文章概述了移动IBKR验证应用程序,一种可直接安装在手机上的双因素安全应用程序。

回到顶部 

 

优势

可直接在手机上通过移动IBKR应用程序进行IB Key验证,功能与安全设备一样,因此在登录IBKR账户时便无需再另行携带实物设备。除了具备与实物设备同样的可靠性和便利外,这款程序可在数分钟内完成下载与激活,因此避免了邮寄实物设备所带来的延迟问题。此外,与实物设备不同,持有多个账户且用户名各不相同的客户完全可以从同一个移动IBKR程序访问IB Key。更多详情,请参见KB2879

回到顶部

 

安装、激活及运行

IBKR验证目前仅可在使用安卓或iOS且可安装移动IBKR应用程序的智能手机上使用。安装、激活及运行说明请见下方链接:

安卓KB2277
iOS:KB2278

请注意:禁用或更换任何安全设备(包括移动IBKR验证)均需满足一定条件。该过程中如需帮助,请联系客户服务。 

回到顶部

 

常见问题解答

移动IBKR 验证激活后,需要归还实物设备吗?
不需要归还实物设备—实物设备仍将保持激活状态,并可用作备用;如果是较高安全级别的设备(如DSC+),其还可用来发起限额更高的资金取款。更多有关设备取款限额的信息,请参见:ibkr.com/sls
 
忘记了移动IBKR的PIN码该怎么办?
如果忘记了移动IBKR的PIN码,请在手机上卸载并重新安装移动IBKR。打开应用程序。如果系统提示您进行恢复,请选择“否”拒绝。点击“注册双因素”,再次选择“否”拒绝进行恢复。然后根据屏幕上的说明操作,继续进行激活。 请注意,您会需要最初用来激活移动IBKR验证的手机号码,因为IBKR会向该号码发送激活短信(SMS)。
 
手机丢了该怎么办?
如果您丢了手机并希望禁用移动IBKR验证应用程序,请拨打此页面上列出的号码联系客户服务。
 
没有收到短信确认码该怎么办?
有些国家,尤其是印度提供“请勿拨打”或“请勿打扰”服务以防止电信营销。如果您使用的是印度手机号码或明确请求手机运营商将您从公共联系方式中剔除,您可能需要联系您的无线运营商对账户进行适当地设置以接收IB的短信。
请注意,上述步骤因国家和手机供应商而异。如果您对此类“请勿打扰”服务有任何疑问,请联系您的手机供应商。
 
没收到IBKR无缝登录通知该怎么办?
请根据KB3234中的说明操作
 
使用移动IBKR验证作为安全设备 的取款限额是多少?
使用移动IBKR验证作为安全设备,每日取款上限20万美元,每5个工作日上限60万美元。
 
IB Key验证适用于哪些账户?
所有账户都可使用IB Key验证[1]。 
 
Pin码设置有什么限制?
您的Pin码可以是字母数字,也可包含特殊字符。请点击此处查看有关Pin码指南的详细信息。
 
该程序是否可同时安装在多个设备上?
您的用户名一次只能激活一个手机/设备。 
 
手机需要联网才能使用程序吗?
     ○ 移动IBKR验证只在启用使用者时需要联网
     ○ 移动IBKR验证生成通关码无需联网[2]
 
可以在一个移动IBKR验证应用程序 中添加多个使用者吗?
移动IBKR验证对于使用相同PIN码的使用者无人数限制。
 
移动IBKR验证支持哪些 安卓和iOS版本?
您需要:
     ○ 安卓5.0及以上版本。
     ○ iOS 11.0或以上版本

 

[1] 某些特殊机构账户类型可能会有一定限制。
[2] 没有有效数据连接(wifi或蜂窝数据),移动IBKR验证将无法接收登录通知信息,但仍能以挑战—响应码模式进行操作。参见KB2277(安卓)或KB2278(iOS)了解在两种模式下如何使用IB Key验证的详细说明。
 

回到顶部

 

IBKR Mobile Authentication Overview - iOS

Overview: 

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.
 Back to top
 

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.
        

 

Back to top

 

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.

Back to top
 

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 

Back to top
 

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 

Back to top
 
 

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

 

Back to top

 

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

Overview: 

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

 

Back to top

 

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.
Back to top
 

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
 
Back to top
 

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

 

Back to top

 

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.

Back to top 

 

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.

Back to top

 

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. 

Back to top

 

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.
 

Back to top

 

Welcome to Interactive Brokers

Overview: 

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 漏洞 ("Heartbleed 漏洞") 常见问题解答

这是一个什么问题? “HEARTBLEED”是指什么?

HEARTBLEED漏洞是指开源应用项目SSL(保安接层加密技术)和TLS(安全传输协议)协议的安全漏洞,它能让攻击者从服务器内存中读取密码和密钥。

什么是SSL?

SSL(保安接层加密技术)是一种安全协议,用于指令机器对网络通信中的数据进行加密和解密。

盈透是否受到“HEARTBLEED”漏洞的影响?

盈透未受该漏洞的影响。
在发现漏洞并有补丁发布之时,我们已经更新并修复了少数几个使用受影响的OpenSSL的盈透服务器。

出现这种问题及相似问题时,SLS是否可以更好的保护账户?

安全登录系统(SLS)为您在通过主要的登录凭证(用户名和密码)访问账户之外增添了另一层保护。
用户名和密码并不是阻止未经授权而访问账户的唯一防线。
使用SLS设备可确保只有您才能访问您的账户。

我是否需要更改密码?

盈透采取了其他安全措施,因此您的密码不会受到此漏洞的影响。
定期更换密码是防止账户被他人攻击的好方法,但是您不必在看到有关Heartbleed的报道时专门去更改密码。
 

Syndicate content