How to use Voice callback for receiving login authentication codes

Background: 

 If you have SMS enabled as two-factor authentication method, you may use Voice callback to receive your login authentication codes. This article will provide you steps on how to select voice callback when logging in to our platforms.

 

How to use Voice callback
 
You may select Voice if you do not receive your login authentication code. You will then receive your login authentication code via an automated callback. Follow the instructions below, depending on which platform you are trying to login to.
 

 

Client Portal

1. Click on "Didn't receive a security code?"

2. From the two options, select "Voice" and wait for the callback.

3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

TWS

1. Click on "Request new Security Code"

2. From the two options, select "Voice" and click on OK. Then wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

Note: Voice callback for the TWS is only available in the LATEST and BETA version.

 

IBKR Mobile - iOS

1. Click on "Request New Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

IBKR Mobile - Android

1. Click on "Request New Security Code"

2. From the two options, select "Voice" and wait for the callback.

 3. After selecting Voice, you should receive the callback within a minute. Please wait for the callback and be ready to write down the code that will be provided over the callback.

 

References:

 

IB Key Challenge / Response method and missing notifications

In case your smartphone is unable to receive IB Key notifications, you can still complete the login process using the IB Key Challenge/Response method, described on the following pages (according to your device operating system):

The same information applies to you if your phone has no Internet connectivity (you are in roaming, out of coverage, without an active mobile data plan, etc.)

If your smartphone is unable to receive IB Key notifications despite having Internet connectivity, we recommend you to perform the steps outlined in IBKB3234.

 

在其它手机上启用了IB Key的情况下如何登录移动IBKR

Background: 
本文主要面向已经在一个手机上激活了移动IBKR验证、但另外还持有一个移动设备并且想在该移动设备上进行交易的客户。
属于这种情况的客户可以在备用设备上登录移动IBKR交易平台,用手机完成双因素验证程序。

 

为进行说明,本文中我们将采用以下命名规则:

验证设备:这是您激活了移动IBKR验证(IB Key)的智能手机

交易设备:这是您想使用移动IBKR程序进行交易的设备。

 

程序

请根据您手机的操作系统点击下方对应链接:

 

iOS

1. 交易设备上打开移动IBKR应用程序。在登录界面输入用户名和密码,点击登录
 图 1
 
2. 点击双因素验证 (图 2)。屏幕会出现一条挑战码(图 3
  图 2                                                            图 3
    
 
3.验证设备上打开移动IBKR应用程序
 图 4
 
4a.如果没有自动登录,点击左上角的服务图 5),然后点击验证图 6)。
 图 5                                                          图 6
 
 
4b.如果已经登录,点击右下角的更多按钮。然后向下滚动,点击验证
  图 7

5.输入在第2步中获得的挑战码。然后点击生成响应码 图 8)。提供安全验证要素后(图 9),您便会收到一条响应字符串(图 10)。
  图 8                                                     图 9                                                  图 10
   

6. 交易设备上,将响应字符串输入到“输入响应码“区域,然后点击发送以最终完成验证程序。
 图 11

 

 

安卓

1. 交易设备上打开移动IBKR应用程序。在登录界面输入用户名和密码,点击登录
  图 1
 
2. 点击双因素验证 (图 2)。  您会看到一条挑战码(图 3
 图 2                                                          图 3
  
 
3.验证设备上打开移动IBKR应用程序
 图 4
 
4a.如果没有自动登录,点击服务图 5),然后点击验证图 6)
 图 5                                                            图 6
   
 
4b.如果已经登录,点击菜单按钮(图 7),向下滚动,然后点击验证图 8)。
图 7                                                          图 8
 
5.输入您移动IBKR的PIN码以及您在第2步中获得的挑战码,然后点击生成响应码图 9)。屏幕上会显示一条响应字符串(图 10
图 9                                                         图 10
  
 
6. 交易设备上,将响应字符串输入到“输入响应码“区域,然后点击登录以最终完成验证程序。
 图 11
 


参考
  • 参见KB2260 了解如何使用移动IBKR验证的一般说明
  • 参见KB3073了解如何将IB Key / 移动IBKR验证迁移到新手机的说明
  • 参见KB2748了解如何进行IB Key/移动IBKR验证恢复的说明

 

I am not receiving text messages (SMS) from IBKR on my mobile phone

Background: 

Once your mobile phone number has been verified in the Client Portal, you should immediately be able to receive text messages (SMS) from IBKR directly to your mobile phone. This article will provide you with basic troubleshooting steps in case you are unable to receive such messages.

 

1. Activate the IBKR Mobile Authentication (IB Key) as 2-Factor security device

In order to be independent of wireless/phone carrier-related issues and have a steady delivery of all IBKR messages we recommend to activate the IBKR Mobile Authentication (IB Key) on your smartphone.

The smartphone authentication with IB Key provided by our IBKR Mobile app serves as a 2-Factor security device, thereby eliminating the need to receive authentication codes via SMS when logging in to your IBKR account. 

Our IBKR Mobile app is currently supported on smartphones running either Android or iOS operating system. The installation, activation, and operating instructions can be found here:

Android: KB2277
iOS: KB2278

 

2. Restart your phone:

Power your device down completely and turn it back on. Usually this should be sufficient for text messages to start coming through. 

Please note that in some cases, such as roaming outside of your carrier's coverage (when abroad) you might not receive all messages.

 

3. Use Voice callback

If you do not receive your login authentication code after restarting your phone, you may select 'Voice' instead. You will then receive your login authentication code via an automated callback. Further instructions on how to use Voice callback can be found in IBKB 3396.

 

4. Check whether your phone carrier is blocking the SMS from IBKR

Some phone carriers automatically block IBKR text messages, as they are wrongly recognized as spam or undesirable content. According to your region, those are the services you can contact to check if a SMS filter is in place for your phone number:

In the US:

In India:

In China:

  • Call your phone carrier directly to check whether they are blocking IBKR messages

 

References:

 

How to log in to IBKR Mobile when the IB Key is enabled on another phone

Background: 
This article is intended for clients who have activated the IBKR Mobile authentication on their smartphone and possess as well an additional mobile device, on which they desire to trade.
Clients with this setup will be able to log in to the IBKR Mobile trading platform on their secondary device, using their smartphone to complete the Two-Factor Authentication step.

 

For the purposes of this article, we will use the following naming convention:

Authentication device: this is the smartphone on which you activated the IBKR Mobile Authentication (IB Key)

Trading device: this is where you want to use IBKR Mobile app for trading.

 

Procedure

Please click on one of the link below according to your phone operating system:

 

Apple iOS

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
 Figure 1
 
2. Tap Two-Factor Authentication (Figure 2).  A Challenge code will be displayed (Figure 3)
  Figure 2                                                            Figure 3
    
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) on the top left, then tap Authenticate (Figure 6).
 Figure 5                                                          Figure 6
 
 
4b. If you are already logged in, tap on the More button on the bottom right. Then, scroll down and tap on Authenticate
  Figure 7

5. Enter the Challenge code you obtained at point 2. Then tap Generate Response (Figure 8). Once you have provided your security element (Figure 9), you will receive a Response String (Figure 10).
  Figure 8                                                     Figure 9                                                  Figure 10
   

6. On your Trading device, enter the Response String into the "Enter response code" field and tap Send to finalize the authentication process.
 Figure 11

 

 

Android

1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
  Figure 1
 
2. Tap on the option Two-Factor Authentication (Figure 2).  You will see a Challenge code (Figure 3)
 Figure 2                                                          Figure 3
  
 
3. On the Authentication device, launch the IBKR Mobile app
 Figure 4
 
4a. If you are not automatically logged in, tap Services (Figure 5) and then tap Authenticate (Figure 6).
 Figure 5                                                            Figure 6
   
 
4b. If you are already logged in, tap the Menu button (Figure 7), scroll down and tap Authenticate (Figure 8).
  Figure 7                                                          Figure 8
  
 
5. Enter your IBKR Mobile PIN and the Challenge code you obtained at point 2. Then tap Generate Response (Figure 9). A Response String will be displayed (Figure 10)
  Figure 9                                                         Figure 10
  
 
6. On your Trading device, enter the Response String in to the "Enter response code" field and then tap Log In to finalize the authentication process.
 Figure 11
 


References
  • See KB2260 for general instructions on how to use IBKR Mobile Authentication
  • See KB3073 for instructions on how to migrate the IB Key / IBKR Mobile authentication to a new smartphone
  • See KB2748 for instructions on how to perform the IB Key / IBKR Mobile authentication recovery

 

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

Overview: 

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

 

How to Enroll into SMS authentication

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

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

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

    Back to top


 

How to login using SMS authentication

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

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

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


Back to top

 

IB TWS和IB Key整合为移动IBKR

概况

如何迁移账户使用者取决于您当前使用何种应用程序:

1. 您的智能手机仅用于交易(安装了IB TWS)- 点击此处
2. 您的智能手机仅用于验证(安装了IB Key) -  点击此处
3. 您的智能手机既用于交易,也用于验证(安装了IB TWS和IB Key) - 点击此处
4. 您的智能手机用于进行借记卡交易(安装了IB Key) -  点击此处
 

您是IB TWS用户

您使用手机上的IB TWS交易,但您未使用IB Key。
1. 在首次打开应用程序时,您将看到以下新的主页面。
图1是iOS设备上的移动IBKR主页面。图2是安卓设备的版本。

    
图1                                                                 图2

2. 点击“交易”按钮。
3. 应用程序的其它方面与您之前使用的一样。
 

 

通过“交易”页面访问其它功能

如您希望使用移动IBKR的其它功能,比如验证模块或借记卡功能:

对于iOS设备(图3)
1. 打开菜单上的“更多”(页面右下角)。
2. 滚动到页面底部。
对于安卓设备(图4)
1. 打开“应用”菜单
2. 滚动到底部的App设置

   
图3                                                                                        图4
 

您是IB Key使用者

激活

1. 打开移动IBKR并点击“验证”。
2. 应用程序会检测设备上是否安装了IB Key并提示您下一步如何操作 - 要么自动迁移(图5),要么先更新、然后再自动迁移。
您也可选择之后再手动迁移。

     
图5                                                          图6                                                            图7

迁移完成后,如您尝试运行独立的IB Key应用 - 即您之前验证过的IB Key - 您将看到以下界面(图8)。


 图8

 

日常操作


A. 如您有网络连接,则日常登录没有任何变化 - 系统会使用无缝验证:
1. 在(TWS、账户管理、网页交易者或移动IBKR)的相应区域内输入您的登录信息。点击“登录”。
2. 系统会向您的手机发送一条通知 - 点击该通知。
3. 取决于您的设备,(在iOS设备上)将面部置于摄像头前或在指纹传感器上按压指纹,或(在安卓设备上)输入您的PIN码。系统会自动登录。


B. 如您没有互联网连接,您可通过验证-响应的模式使用移动IBKR:
1. 在(TWS、账户管理、网页交易者或移动IBKR)的相应区域内输入您的登录信息。点击“登录”。
2. 点击“我没有收到通知”。
3. 打开移动IBKR并点击“验证”。
4. 在您手机的“验证码”区域输入登录界面上显示的值。点击“生成”按钮。
5. 在登录界面的“响应字符串”区域输入您智能手机应用显示的值。点击“登录”。

 

您既是IB TWS的使用者,也是IB Key的使用者

1. 请先激活移动IBKR程序的“验证”模块(点击此处)。
2. 点击您新的移动IBKR应用主页面上的“交易”按钮登录交易界面(点击此处)。

 

您使用IB借记卡

1. 请先激活移动IBKR程序的“验证”模块(点击此处)。
2. 在移动IBKR应用的主页面上点击“借记卡”按钮。其它功能的使用和过去一样

 

 

IB TWS and IB Key Merger into IBKR Mobile

OVERVIEW

The migration for your user depends upon your current use of the apps as follows:

1. Your Smartphone is solely used for trading (IB TWS installed) - Click Here
2. Your Smartphone is solely used for authentication (IB Key installed) -  Click Here
3. Your Smartphone is used for both trading and authentication (IB TWS and IB Key installed) - Click Here
4. Your Smartphone is used for Debit Card transactions (IB Key installed) -  Click Here
 

You are a user of IB TWS

You have been trading on your smartphone with IB TWS and you have not used IB Key.
1. Upon first launch of the application you will see the following new Home Screen.
Figure 1 is the Home Screen of IBKR Mobile for iOS devices. Figure 2 is the Android device version.

     
Figure 1                                                     Figure 2

2. Tap on the Trade button.
3. The rest of the application experience is identical to what you have already used in the past.
 

 

Access to the other functions from the Trading Screen

If you wish to access the other functions of the IBKR Mobile, such as the Authentication module or the
Debit Card functions:

For iOS (Figure 3)
1. Open the menu ‘More’ (lower right-hand corner of your screen).
2. Scroll to the very bottom of this page
For Android (Figure 4)
1. Open the Application menu
2. Scroll to the bottom section - App Settings

       

Figure 3

    

Figure 4
 

You are an IB Key user

Activation

1. Launch the IBKR Mobile and tap on Authentication.
2. The app will detect the installation of the IB Key and will suggest a course of action - either an
automated migration (Figure 5) on an update and then automated migration.
You can as well choose to manually migrate at a later point.

     
Figure 5                                                 Figure 6                                                 Figure 7

After the migration is completed, should you run the IB Key standalone application - the one you have
authenticated with in the past - you will see the following screen (Figure 8).


Figure 8

 

Daily Operation


A. Nothing changes in the daily login experience if you have an Internet connection - the Seamless
Authentication process will be used:
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or
IBKR Mobile). Click on Login.
2. The system will send you a notification on your smartphone’s screen - tap on it.
3. Depending on your device, present your face to the camera or fingerprint on the sensor (iOS) or
enter your PIN code (Android). The system will the automatically proceed with the login.


B. If you have no Internet connection, you will use the IBKR Mobile in Challenge-Response mode:
1. Enter your credentials in the corresponding fields (in the TWS, Account Management, WebTrader or
IBKR Mobile). Click on ‘Login'.
2. Click on the link saying “I did not receive a notification”.
3. Launch the IBKR Mobile and tap on ‘Authentication’.
4. In the field Challenge of your smartphone application enter the values displayed on the Login
Screen. Tap the ‘Generate’ button.
5. Enter the values displayed by your smartphone app into the field Response string on the Login
Screen. Click ‘Login’.

 

You are a user of both IB TWS and IB Key

1. Please complete first the procedure for the activation of the Authentication module of the IBKR
Mobile app (Click Here).
2. Login to the trading screen by taping on the Trade button of the Home Screen in your new IBKR
Mobile app (Click Here).

 

You use an IB Debit Card

1. Please complete first the procedure for the activation of the Authentication module of the IBKR
Mobile app (Click Here).
2. On the Home Screen of the IBKR Mobile app tap on the Debit Card button. The rest of the experience
is identical to what you have already used in the past.

 

 

IB程序在安卓设备上的缓存维护

Background: 

该操作能解决多个问题,因为它能完全重置发生故障的IB程序。

 

对于安卓6.0(Marshmallow)及以上的操作系统

  1. 进入手机的设置菜单
  2. 在“手机”板块下,选择应用 MOVED TO... 应用管理
    Select Applications  Application Manager
     
  3. 向下滑动并选择要重置的IB程序。
    Select IB apps
     
  4. 点击存储
    Select Storage
     
  5. 点击删除数据 MOVED TO... 删除
    Clear IB app data  Confirm Delete cleared data
     
  6. 确认数据已删除。
    Confirm data is cleared
     
  7. 点击存储旁的返回箭头
    Presss back from storage
     
  8. 点击权限
    (如尚未激活,则启用电话存储权限)
    Select app permissions  Enable Phone and Storage permissions
     
  9. 重启手机
  10. 重新打开应用程序

 

 

对于安卓5.0(Lollipop)及之前版本的操作系统

  1. 进入手机的设置菜单
  2. 设备板块下,选择应用
    Select Apps
     
  3. 向下滑动并选择要重置的IB程序。
    IB Apps
     
  4. 点击删除数据 MOVED TO... 确认
    Clear App data  Delete app data -> OK
     
  5. 确认数据已删除
    Confirm Data cleared
     
  6. 重启手机
  7. 重新打开应用程序


注:如果您已清空了缓存、手动调整了权限并重启了安卓设备,但问题仍然存在,请联系IB客户服务获取故障排除的进一步帮助。


相关文章:

  • 知识库文章KB2277IB Key安卓概述
  • 知识库文章KB2748在安卓上恢复IB Key的流程

 

移动IBKR验证(IB Key)的恢复

Background: 

下列情况下需采用本文中介绍的恢复程序:

A) 您在同一台手机上重新安装了移动IBKR应用程序
B) 您的手机操作系统进行了更新

 

操作程序:

要通过移动IBKR重新启用IB Key验证,请根据您手机的操作系统点击下方对应链接

 

iOS

  1. 打开移动IBKR应用程序。程序会询问您是否恢复设置。点击
  2. 系统会根据您手机的硬件功能,提示您提供最初用来保护程序的安全要素(指纹、Face ID、PIN码)。请根据屏幕提示操作
  3. 重新激活顺利完成后,您会看到一条确认消息。点击完成以最终完成该程序

 回到顶部

 

 

安卓

  1. 打开移动IBKR应用程序。程序会询问您是否恢复设置。点击恢复设置
  2. 阅读恢复指南,然后点击继续
  3. 输入用户名和密码,然后点击初始化恢复
  4. 您会收到一条包含有激活码的短信(SMS)。将其输入到激活码对应框。 系统还会根据您手机的操作系统和硬件功能,提示您提供最初用来保护程序的安全要素(PIN码、指纹)。完成后,点击提交
  5. 重新激活顺利完成后,您会看到一条确认消息。点击完成以最终完成该程序
     

回到顶部

 
 
参考
  • 参见KB2260了解如何使用移动IBKR验证的一般说明
  • 参见KB3073了解如何将IB Key / 移动IBKR验证迁移到新手机的说明
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