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How to set up sFTP for using Certificate Authentication on Linux

These instructions apply to users who are receiving their statements via sFTP. If you elected to receive your statements via sFTP, you would first need to generate an RSA Key pair.

There are many Linux distributions and there are multiple methods to access the IBKR sFTP server. sFTP clients such as Filezilla can be used. In this article we explain how to realize the connection to the IBKR FTP server using Ubuntu Linux and Filezilla.

 

  • How to generate an RSA Key pair

1. On your Linux machine, click on the Applications icon in the bottom left corner of you screen.

2. In the search box, type terminal and then click on the Terminal icon in the search results.
 
3. In the Terminal window, type sudo apt-get install filezilla putty-tools in order to install the required software. Enter your sudo password when requested.


4. Once the software installation is complete, type puttygen -t rsa -b 2048 -o privatekey.ppk in order to generate the RSA Key pair.
You will be asked to enter a passphrase and type it again to confirm.
PLEASE NOTE: Keeping a secure copy of this password is essential. Any loss of this password will require the whole process to be repeated.
 
5. Type puttygen -L privatekey.ppk -o public.key in order to export the public part of the Key pair to the file public.key


6. Click on the Applications icon in the bottom left corner of your screen.
 
7. In the search box, type FileZilla and then click on the FileZilla icon in the search results.

8. Click on the FileZilla top menu File -> Site Manager...
 
9. In the Site Manager window, click on the button New site to create a new connection.
 
10. In the right panel (called General):
  • Select SFTP - SSH File Transfer Protocol as Protocol
  • Enter xfer.interactivebrokers.com in the Host field
  • Enter 32 in the Port field
  • Select Key file as Logon Type
  • Enter the username provided to you by Interactive Brokers in the User field
 
11. Click on Browse next to the Key file field.
 
12. Move to the folder where your Key pair was created (normally your user folder: /users/yourusername/). Select the file privatekey.ppk and click on the Open button. This will set it as the Key file in your connection parameters.
 
13. Click on Rename and select a name of your preference for this connection (e.g. IBKR sFTP). Press Enter to confirm the name.
 
14. Click on OK to save your connection parameters.
 
15. Click on the folder icon on the left hand toolbar of your Desktop. This will launch the File application.
 
16. Move to the folder where you saved your Key pair (normally your user folder: /users/yourusername/). Right click on the file public.key and select Send to...
The file will be attached to an empty email. Send the email to the Reporting Integration Team, as per IBKB3842.
Important Note: do NOT send us your private key. Send us only your public one

 

  • How to connect to our sFTP Server

Once IBKR has configured the parameters for your connection on our servers, you will be notified. After that, you will be able to access your sFTP repository by using the Site connection you have created in FileZilla. In case you have not yet set up a Site connection, please follow the steps from 6. to 14. which are a prerequisite to the below steps:

1. Click on the Applications icon in the bottom left corner of you screen.
 
2. In the search box, type FileZilla and then click on the FileZilla icon in the search results.
 
3. On the FileZilla top toolbar, click the down arrow icon and select the Site connection you previously created (e.g. IBKR sFTP)
 
4. FileZilla will now establish a connection to our sFTP Server and show the files present in your repository.

 

Common issues and solutions

A. The Login Credentials Provided are Incorrect
  1. Ensure the correct login details are being used to connect to the sFTP server. The username and password you are entering should match the ones you have received from the Reporting Integration Team.
  2. Confirm you have configured your sFTP Client to use the Private Key file for the logon authentication (see steps 9. and 10. of the above procedure.)
B. Server Refused Our Key
  1. Try accessing the sFTP server using a different Client (CyberDuck, ect.)
  2. Ensure the Private Key file being used to Authenticate the server login attempt is related to the Public Key you originally sent to the Reporting Integration Team.
  3. Should the above checks be unable to resolve the issue, please generate a new RSA Public/Private Key pair and send only the Public part to the Reporting Integration Team, as per IBKB3842.
C. Connection Timed Out
  1. In case you have an antivirus or a security software installed on your machine, make sure it is not blocking the FTP connection attempt. Normally, security software allows to set up exceptions for specific connections in order to whitelist them.
  2. Verify that the public IP Address of the machine running the sFTP client, is the same you have originally provided to the Reporting Integration Team for being whitelisted. You can discover your public IP Address by searching the Internet for “what is my IP”. If your current IP Address is not the same you provided to us, please send it to our Reporting Integration Team for being whitelisted.
  3. Ask your network administrator/s to confirm that your firewall allows both incoming and outgoing traffic from/to xfer.interactivebrokers.com on port TCP 32.
  4. Should the above steps be unable to resolve the issue, please generate a new RSA Public/Private Key pair and send only the new Public part to our Reporting Integration Team, as per IBKB3842.

 

References

KB3968 - Generate a key pair using GPG for Windows
KB4205 - Generate a key pair using GPG Suite on macOS
KB4108 - Decrypt your Reports using GPG for Windows
KB4210 - Decrypting Reports using your PGP Key pair on macOS
KB4407 - Generate RSA Key Pair on Windows
KB4578 - How to Access your Reports using FTP on Windows
KB4580 - How to Access your Reports using FTP on MacOS
KB4409 - How to set up sFTP for using Certificate Authentication on Windows
KB4410 - How to set up sFTP for using Certificate Authentication on macOS
KB4411 - How to backup your public/private Key pair 
KB4323 - How to transfer your public/private key pair from one computer to another

 

Exchange name change

Overview:

Interactive Brokers is completing an effort to update and consolidate exchange names where appropriate. When this effort is complete, the following updates will be in effect:

  • GLOBEX and CMECRYPTO will be consolidated to a single exchange, ‘CME’
  • ECBOT will be updated to ‘CBOT’
  • COMEX listed metals (previously reflected as NYMEX) will be updated to exchange ‘COMEX’
  • NYMEX, no change

Given the breadth of products involved, we are migrating in four waves based on underlying products:

Key Effective Trade Date Products
Wave 1 October 30, 2022 GLOBEX: ZAR, LB, DA, IXE
Wave 2 November 6, 2022 GLOBEX: EMD, BRE, CHF, SOFR3, E7, NKD
CMECRYPTO: BTCEURRR, ETHEURRR, MET
Wave 3 November 13, 2022 GLOBEX: All remaining products
CMECRYPTO: All remaining products
ECBOT: ZO, ZR, 2YY, 30Y
NYMEX: ALI, QI, QC
Wave 4 December 4, 2022 ECBOT: All remaining products
NYMEX: All remaining "Metal" products

 

I am trading via API, how does this impact me?

For API clients the only requirement would be to provide a new exchange name, for example: exchange=”CME”, for existing contracts for the affected exchanges.

Old exchanges names will no longer be available after the change.

More details can be found within our FAQs through the following link: Upcoming Exchange name Changes

Note: If you are using a third party software connected to TWS or IB Gateway and that software does not recognize the new contract definitions, please contact the third party vendor directly.

如何从IBKR平台上传诊断包

Overview: 

某些支持相关的问题除了需要提供截图外还需要上传诊断文件与日志。这些信息可帮助我们调查并解决您遇到的问题。

本文详细说明了如何通各盈透证券交易平台上传诊断文件与日志。

请注意：IBKR不会实时监控诊断包信息库。如果您在没有盈透证券明确要求的情况下自行决定上传诊断包，请通过咨询单或电话通知我们的客户服务人员，否则我们可能会注意不到您的错误报告。

 

请根据您使用的平台点击对应链接：

 
1. 登录TWS，试着重现您遇到的问题
2. 点击左上角的“帮助”，然后选择“上传诊断”。或者，您也可以根据自己的操作系统使用以下按键组合
  • Windows和Linux操作系统：按Ctrl+Alt+Q
  • Mac：按Cmd+Option+H
3. 将出现”上传诊断“窗口。您可以在文本框内输入上传诊断的原因
4. 如果有盈透证券代表明确要求您在上传诊断时将前几天的日志也包含进来或要求您勾选特定选项，请点击右上角的下拉框，选择“高级视图”，然后在左下角勾选对应复选框
5. 确保勾选了“包含整个桌面截图”，然后点击“提交”
6. 在看到弹框确认诊断已成功上传之前请勿进行任何操作
 
 
 
 
A) 如果您位于登录界面：
1. 点击右上角的三个点图标，选择“上传诊断”
2. 在评论区注明您的用户名，然后点击“上传”
 
B) 如果您已登录应用程序：
1. 点击左上角的三个点图标打开菜单
2. 点击“配置”>“故障报告”>勾选“故障排除模式”旁边的复选框
3. 如果有盈透证券代表明确要求，勾选“扩展日志”旁边的复选框
4. 前往您遇到问题的页面
5. 点击屏幕右上角的三个点图标，选择“上传诊断”
6. 在评论区输入您的评论并勾选“附上截图”旁边的复选框。然后点击“上传”
 
 
 
 
A) 如果您位于登录界面：
1. 连续快速点击IBKR标志五次打开测试菜单
2. 在配置下，打开“故障排除模式“旁边的开关
3. 点击“上传诊断”旁边的“发送”
4. 在评论区输入您的用户名，然后点击“确定”
 
B) 如果您已登录应用程序：
1. 直接在手机上对出现问题的界面截屏（同时按住电源和音量加按键）
2. 点击屏幕右下角的“更多”选项
3. 点击“配置”，展开“故障报告”
4. 打开“故障排除模式”旁边的开关，然后点击“上传诊断”旁边的“发送”
 
5. 将出现“发送诊断”页面。在评论区输入您的评论
6. 点击“附上图片”按钮附上您已保存到相册的问题页面截图
7. 点击“发送”
 
 
 
1. 登录应用程序
2. 点击左上角的使用者图标，选择“设置”
3. 点击“高级”选项，打开“故障排除模式“旁边的开关
4. 如果有盈透证券代表明确要求，打开“扩展日志”旁边的开关
5. 您将看到“上传诊断”弹框。输入您的评论，点击“上传”
 
请注意：如果需要向我们发送IMPACT或IBKR GlobalTrader（Android版）的截图，您需要在消息中心将截图作为附件添加到咨询单发送，具体步骤请参见IBKB1071
 
 
 
1. 登录应用程序
2. 直接在手机上对出现问题的界面截屏（同时按住电源和音量加按键）
3. 点击左上角的使用者图标，选择“设置”
4. 点击“高级”
5. 打开“故障排除模式”旁边的开关，点击“上传诊断”
6. 将出现“发送诊断”界面

7. 输入您的评论，点击“附上图片”按钮附上您已保存到相册的问题页面截图

8. 点击“发送”
 

 

客户端的诊断上传请参见IBKB3512

 

How to Upload a Diagnostic Bundle from an IBKR Platform

Overview: 

Some support related issues require diagnostics files and logs to be uploaded along with screenshots. The information will help our team to investigate and resolve the issue that you are experiencing.

This article will help you with detailed steps on how to upload diagnostics files and logs from various Interactive Brokers’ trading platforms.

Note: IBKR does not monitor the diagnostic bundle repository throughout the day. Should you spontaneously decide to upload a diagnostic bundle, without being instructed by Interactive Brokers, please inform our Client Services via Message Center ticket or phone call otherwise your error report will go unnoticed.

 

Please click on one of the links below, according to the platform you are using:

 
1. Log in to TWS and try to replicate the issue that you are experiencing
2. Press ‘Help’ at the top left corner and select ‘Upload Diagnostics’. Alternatively, depending on your Operating System, you can use the following keyboard combinations
  • For Windows and Linux Operating system: Press Ctrl+Alt+Q
  • For Mac: Press Cmd+Option+H
3. The ‘Upload Diagnostics’ window will appear. You may enter the reason for uploading diagnostics in the text box
4. If an Interactive Brokers representative has instructed you to include previous days logs or select specific options when uploading diagnostics, click the dropdown on the right top corner, select ‘Advanced View’ and tick the correspondent checkboxes which will appear on the bottom left part
5. Make sure the checkbox ‘Include screenshot of entire desktop’ is enabled and press ‘Submit’
6. Do not perform any action/activity on your computer until you see the below pop-up, confirming that the diagnostics have been successfully uploaded
 
 
 
 
A) If you are at the login Screen:
1. Tap the three dots icon in the right top corner and select ‘Upload Diagnostics’
2. Add your username in the comment section and tap ‘Upload’
 
B) If you are already logged  in to the app:
1. Tap the three lines icon in the top left corner to open the menu
2. Tap ‘Configuration’> ‘Trouble Reporting’> enable the check box next to ‘Debug mode’
3. If requested by an Interactive Brokers representative, enable the check box next to ‘Extended Log’ as well
4. Navigate to the page where you are experiencing the issue
5. Tap the three dots icon in the top right corner of the screen and select ‘Upload Diagnostics’
6. Enter your comments in comment section and enable the checkbox next to ‘Attach Screenshot’. Then tap ‘Upload’
 
 
 
 
A) If you are at the login Screen:
1. Tap five times in a quick sequence on the IBKR logo to open the testing menu
2. Under Configuration, enable the toggle button next to ‘Debug mode’
3. Tap ‘Send’ next to ‘Upload diagnostics’
4. Enter your username in the comments section and tap ‘OK’
 
B) If you are already logged in to the app:
1. Capture screenshots displaying the issue you are experiencing directly on the phone (pressing together the physical buttons Power + Volume Up)
2. Tap the option ‘More’ in the right bottom corner of the screen
3. Tap ‘Configuration’ and expand the section ‘Trouble Reporting’
4. Enable the toggle button next to ‘Debug mode’ and, next to ‘Upload diagnostics’, tap ‘Send’
 
5. The ‘Send Diagnostics’ page will appear. Enter your comments in comment section
6. Tap the ‘Attach Image’ button to attach screenshots of the issue that you have previously saved in your camera roll
7. Tap ‘Send’
 
 
 
1. Log in to the app
2. Tap the User icon in the top left corner and select ‘Settings’
3. Tap the option ‘Advanced’ and enable the toggle button next to ‘Debug mode’
4. If requested by an Interactive Brokers representative, enable as well the toggle button next to ‘Extended Log’
5. You will see an ‘Upload Diagnostics’ pop-up. Enter your comments in the field and tap ‘Upload’
 
Note: If you need to send us screenshots of IMPACT or IBKR GlobalTrader for Android, you would have to attach them to a Message Center web ticket, as explained in IBKB1071
 
 
 
1. Log in to the app
2. Capture one or more screenshots displaying the issue you are experiencing directly on the phone (pressing the physical buttons Power + Volume Up simultaneously)
3. Now tap the User icon in the top left corner and select ‘Settings’
4. Tap ‘Advanced’
5. Enable the toggle button next to ‘Debug mode’ and tap ‘Upload Diagnostics’
6. The ‘Send Diagnostics’ screen will appear

7. Enter your comments in the field and tap ‘Attach Image’ to attach the screenshot/s you previously saved in your camera roll

8. Tap ‘Send’
 

 

A diagnostic trace for Client Portal can be captured following the steps on IBKB3512

 

如何生成".har"文件

Background: 

在解决重大的网站问题时，有时我们的客服团队需要您提供有关您的浏览器的更多信息。我们可能会要求您录制并提供.har文件。该文件包含有关您的浏览器发送及收到的网络请求的更多信息。您的浏览器可在问题发生时记录HTTP/HTPS请求和响应的内容、时间轴及状态，从而生成此类文件。

我们将在本文中解释如何生成.Har文件。请在下方点击您正在使用的浏览器：

 

要为Google Chrome生成HAR文件：

1. 打开Google Chrome并前往发生问题的页面。

2. 点击键盘上的 CRTL +SHIFT + I。或者，点击Chrome菜单图标（浏览器窗口右上角的三个垂直点），然后选择 “更多工具” > “开发者工具”

3. “开发者工具”会以停靠面板的形式在Chrome侧面或底部打开。选择 “网络”选项卡（如图1）

图1

4. 在“开发者工具” 工具栏左上角找到圆形的“录制”按钮并确保它是红色的。 如果它是灰色的，点击一次开始录制或点击 CTRL+E（如图2)

图2

5. 激活 “保留日志”选项框（如图3）

图3

6. 点击 “清除” 按钮清除已有的日志。“清除” 按钮显示为停止图标，位于 “录制” 按钮的右侧 （如图4）

图4

7. 再现您遇到的问题并录制网络请求。

8. 当您完成问题再现后，右击已记录的网络请求列表上的任意地方，选择 “以HAR格式保存所有内容”, 并将文件保存在您计算机上任意您想保存的位置 （如桌面）。

9. 在IBKR客户端中， 前往消息中心并创建 一个新的网络咨询单（或使用已有的咨询单）

10. 在网络咨询单内，将之前生成的.har文件作为附件添加。 如果IBKR客服向您提供过咨询单号或客服代表的名字，请在咨询单中加上这些信息。

11. 提交网络咨询单

 

要为Firefox生成HAR文件：

1. 打开Firefox并前往发生问题的页面

2. 点击键盘上发 F12 。或者，点击Firefox菜单按钮（浏览器窗口右上角的三条平行线），然后选择 “Web 开发者工具”> “网络”

3. 开发者网络工具会以停靠面板的形式在Firefox底部打开。选择 “网络”选项卡（如图5）

图5

4. 激活 “保存日志”选项框（图6）

图6

5. 再现您遇到的问题。系统会自动开始录制网络请求。

6. 再现问题后，右击已录制的请求列表并选择 “所有内容另存为HAR”

7. 将文件保存在计算机上的任意位置（如桌面)

8. 在IBKR客户端中， 前往消息中心并创建 一个新的网络咨询单（或使用已有的咨询单）

9. 在网络咨询单内，将之前生成的.har文件作为附件添加。 如果IBKR客服向您提供过咨询单号或客服代表的名字，请在咨询单中加上这些信息。

10. 提交网络咨询单

 

为Microsoft Edge生成HAR文件:

1. 打开Edge并前往发生问题的页面。

2. 点击键盘上发 F12 。或者点击Edge菜单图标（浏览器窗口右上角的三个平行点），然后选择 “更多工具” > “开发者工具”

3. 点击 “网络” 图标（如图10）

图10

4. 再现您遇到的问题并录制网络请求。

5. 完成后，点击软盘图标 （导出为HAR） 或按CTRL+S（如图11）

图11

6. 为文件命名并将文件保存在您计算机上的任意位置（如桌面）。然后点击 “保存” 按钮

7. 在IBKR客户端中，前往消息中心并创建一个新的网络咨询单（或使用已有的咨询单）

8. 在网络咨询单内，将之前生成的.har文件作为附件添加。 如果IBKR客服向您提供过咨询单号或客服代表的名字，请在咨询单中加上这些信息。

9. 提交网络咨询单

 

为Safari生成HAR文件：

注：在生成HAR文件前，请确保您可在Safari中看到 “开发者” 菜单。如果您看不到这个菜单， 请点击Safari, 浏览器，选择 “偏好设置”，前往 “高级” 选项卡并激活菜单栏 “显示开发” 菜单旁的选项框。

1. 打开 “开发” 菜单并选择 “显示网页检查器” 或点击CMD+ALT+I

2. 点击“网络” 选项卡 （如图12）

图12

3. 激活 “保留日志”选项卡（图13）

图13

4. 点击 “导出” 图标（或按 CMD+S)为文件命名并将其保存在计算机上的任意位位置（如桌面）并保存.har文件

5. 在IBKR客户端中，前往消息中心并创建一个新的网络咨询单（或使用已有的咨询单）

6. 在网络咨询单内，将之前生成的.har文件作为附件添加。 如果IBKR客服向您提供过咨询单号或客服代表的名字，请在咨询单中加上这些信息。

7. 提交网络咨询单

 

Generate RSA Key Pair on Windows

These instructions apply to users who are receiving their statements via sFTP. If you elected to receive your statements via sFTP, you would first need to generate an RSA Key pair.

To generate an RSA Key pair:

1. Download WinSCP.

2. Run the installer and make sure to check PuTTYgen (key generator) as one of the components to install.

3. Start WinSCP and from the button Tools select Run PuTTYgen.


4. Once the tool PuTTYgen has been launched, click Generate. Select RSA as Type of key to generate, 2048 as Number of bits in generated key and click on the button Generate.

5. Click "Save private key" and give the file a name (like private). Leave the extension as .ppk  ('ale.ppk', in the picture below is an example filename).
Important Note: do NOT save your public key yet. Save only your private one.

6. Open WinSCP, create a new connection and:
  • Select SFTP as File protocol.
  • Enter xfer.interactivebrokers.com in the Host name field.
  • Enter 32 in the Port number field.
 
7. Click on the button Advanced.

8. In the Advanced Site Settings screen, left side menu, expand SSH and select Authentication. Click on the button ... at the end of the field Private Key file and open the private key you previously saved at point 5):

9. Click on the button Display public key:
 
10. Click on the button Copy Key.

11. Open Notepad, press CTRL+V to paste the key string (which is one string of characters without spaces) and then save the file with the name public.key in a folder of your preference:


12. Send the file you saved at the previous step to us via Message Center ticket or email as per instructions on IBKB3842
 
13. In the WinSCP Window, click on "OK" in the information pop-up showing the key, then "OK" in the Advanced Site Settings screen, then click on Save to save the new connection you have created.
 
14. Once the IBKR Sales Engineering Team has configured the parameters for your connection on our servers, you will be able to access your SFTP repository by using the connection you have created.
 
Related articles

KB3842 - Using GPG/RSA encryption keys to guarantee the privacy and security of your Reports
KB3968 - Generate a key pair using GPG for Windows
KB4205 - Generate a key pair using GPG Suite on macOS
KB4108 - Decrypt your Reports using GPG for Windows
KB4210 - Decrypting Reports using your PGP Key pair on macOS
KB4578 - How to Access your Reports using FTP on Windows
KB4580 - How to Access your Reports using FTP on MacOS
KB4409 - How to set up sFTP for using Certificate Authentication on Windows
KB4410 - How to set up sFTP for using Certificate Authentication on macOS
KB4411 - How to backup your public/private Key pair 
KB4323 - How to transfer your public/private key pair from one computer to another 
 

Transferring your Key Pair From One Computer To Another

Background: 

If you need to decrypt files that were encrypted with your private Key on an additional computer, you need to copy both your private and public keys (the entire Key pair) to that computer.

Note: this tutorial assumes you have already set up a Key pair. If you need guidance to set up the Key pair please refer to this article, which is a prerequisite to the instructions below.

 

How to transfer your Key pair:

Please select one of the below links, according to your Operating System:

 

Windows

1. On the machine where the encryption keys are stored, connect a USB drive to a free USB port.

2. Launch the Kleopatra application and select the encryption key you want to transfer. Then right-click on the selection and choose Backup Secret Keys...

Note: Do NOT use Export..., as this will only export the public part of the Key while you need to have a backup of both public and private parts.

3. Select your USB drive as destination and a filename of your preference (e.g. secret-key-KEYID.asc) for your backup copy. Then click Save.

4. Enter the passphrase you have set when you created the Key and click OK.

5. A pop-up will confirm the backup has been successfully created. Click OK.

6. Eject your USB drive safely through the Windows interface to prevent data loss and connect it to a free USB port on the other computer (the one you want to transfer the key to). All the next steps have to be executed on that machine.

7. Make sure the the GPA software is installed, otherwise please install it. Make sure that the component Kleopatra is selected as one of the sub components to include in the installation.

8. Launch the Kleopatra application and click on the top menu File and select Import...

9. Click on the letter correspondent to your USB drive and select the file you have previously saved (e.g. secret-key-KEYID.asc). Then click Open.

10. Click on Yes, It's Mine.

11. A pop-up will confirm the Key has been successfully imported. Click OK. You may now want to delete the key file from the USB drive and empty the Trash.

 

macOS

1. On the machine where the encryption keys are stored, connect a USB drive to a free USB port.

2. Launch the GPG Keychain application and select the encryption key you want to transfer. Please make sure that you see the text Type: Secrete and public key, in the Type column.

3. With the desired encryption key highlighted, click Export. Please make sure to check the box for the option Include secret key in exported file, as illustrated in the above screenshot. Save the key pair to the USB drive.

4. Eject the USB drive and connect it to a free USB port on the other computer (the one you want to transfer the key to). All the next steps have to be executed on that machine.

5. Make sure the GPG Tools suite is installed, otherwise please install it.

6. Launch the GPG Keychain application and click the icon Import on the top toolbar.

7. Click the USB Drive and select the previously saved .ASC file that contains the Public and Private key. Then click Open.

8. The confirmation should read Import successful.

9. Once the key has been successfully imported, delete the key file from the USB drive and empty the Trash.

 

Related articles

KB3842 - Using GPG/RSA encryption keys to guarantee the privacy and security of your Reports
KB3968 - Generate a key pair using GPG for Windows
KB4205 - Generate a key pair using GPG Suite on macOS
KB4108 - Decrypt your Reports using GPG for Windows
KB4210 - Decrypting Reports using your PGP Key pair on macOS
KB4407 - Generate RSA Key Pair on Windows
KB4578 - How to Access your Reports using FTP on Windows
KB4580 - How to Access your Reports using FTP on MacOS
KB4410 - How to set up sFTP for using Certificate Authentication on macOS
KB4411 - How to backup your public/private Key pair 
 
 

Decrypting Reports Using Your PGP Key Pair on macOS

Note: This tutorial assumes you received reports via email or via FTP that were encrypted with the public key you sent to IBKR . If you need guidance to set up the encrypted statement delivery, please refer to this article, which is a prerequisite to the instructions below.

1. Open Finder

2. Right click on the .gpg file you want to decrypt

3. Select Services > OpenPGP: Decrypt File

 

Common Issues/Questions

  • Decryption failed with error 'No Secret Key'

This is commonly caused when the wrong encryption key is used to decrypt the file.  If decryption is being done on a computer other than the original computer used to create the public/private keys, the keys would have to be transferred from the original computer to the new computer. 

If the above does not help, then a new public/private key pair needs to be created and sent to us.

 

Related articles

KB3842 - Using GPG/RSA encryption keys to guarantee the privacy and security of your Reports
KB3968 - Generate a key pair using GPG for Windows
KB4205 - Generate a key pair using GPG Suite on macOS
KB4108 - Decrypt your Reports using GPG for Windows
KB4407 - Generate RSA Key Pair on Windows
KB4578 - How to Access your Reports using FTP on Windows
KB4580 - How to Access your Reports using FTP on MacOS
KB4409 - How to set up sFTP for using Certificate Authentication on Windows
KB4410 - How to set up sFTP for using Certificate Authentication on macOS
KB4411 - How to backup your public/private Key pair 
KB4323 - How to transfer your public/private key pair from one computer to another 
 

收不到通知的情况下如何使用移动IBKR验证程序（IB Key）

即使您的手机无法接收移动IBKR程序通知，您仍可以采用移动IBKR验证程序（IB Key）挑战/响应方式完成登录，详细步骤请参见以下文章（根据设备操作系统选择）：

如果您的手机没有网络连接（您在漫游、没有信号覆盖或没有移动数据等），您也可以采用相同步骤登录。

如果您的手机有网络连接，但仍然收不到移动IBKR程序通知，那么我们建议您根据该IBKR知识库文章所述步骤操作。

 

Decrypt Your Reports Using GPG for Windows

Note: This tutorial assumes you received reports via email or via FTP that were encrypted with the public key you sent to IBKR. If you need guidance to set up the encrypted statement delivery, please refer to this article, which is a prerequisite to the instructions below.

How to decrypt files using Kleopatra:

1. Save all the encrypted Reports you received via email or FTP in a folder on your preference (e.g. Desktop)

2.  Start the Kleopatra application (included in Gpa4win software). The entry for your Key should be listed in the All Certificates panel. Click the top menu File and select Decrypt/Verify...

 
3.  Open the folder containing your encrypted files and select the ones you want to decrypt.
 
 
4.  Provide the passphrase you set when you create your Key.
 
 
5.  The files will be decrypted and the outcome of the operation will be displayed within the panel. You can change the output folder (where the decrypted files will be saved) if you wish. Click Save All to finalize the process.
Note: do NOT click Discard, otherwise the decrypted files will not be saved.
 
 
6.  Open the Windows File Explorer and navigate to the output folder you selected at the previous step. From there, you can access and open your clear-text files.
 
 
 
 

Common Issues/Questions

  • Decryption failed with error 'No Secret Key'

This is usually caused by the wrong encryption key being used to decrypt the file.  If decryption is being done on a computer other than the original computer used to create the public/private keys, the keys would have to be transferred from the original computer to the new computer. 

If the above does not help, then a new public/private key pair needs to be created and sent to us.

 

References

KB3842 - Using GPG/RSA encryption keys to guarantee the privacy and security of your Reports
KB3968 - Generate a key pair using GPG for Windows
KB4205 - Generate a key pair using GPG Suite on macOS
KB4210 - Decrypting Reports using your PGP Key pair on macOS
KB4407 - Generate RSA Key Pair on Windows
KB4578 - How to Access your Reports using FTP on Windows
KB4580 - How to Access your Reports using FTP on MacOS
KB4409 - How to set up sFTP for using Certificate Authentication on Windows
KB4410 - How to set up sFTP for using Certificate Authentication on macOS
KB4411 - How to backup your public/private Key pair 
KB4323 - How to transfer your public/private key pair from one computer to another 
 
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