I am not receiving IBKR Mobile notifications

Overview: 

What is a notification?

A push notification is a brief message which is sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively reach the recipients, even if they are not currently engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.

Background: 

Does the IBKR Mobile app use notifications?

The IBKR Mobile application uses notifications to deliver alerts and other information, as well as for the needs of the 2-Factor authentication. In this last case, the user is invited to tap on the notification - this will automatically call the IBKR Mobile app, through which the authentication process needs to be completed.

 

What are the prerequisites for receiving IBKR Mobile notifications?

In order to receive the IBKR Mobile notifications the following requirements have to be met:

  • The IBKR Mobile app must be installed on your device
  • Your device must be connected to the Internet (through WiFi or through a mobile data connection, such as EDGE / 3G / 4G / LTE). If you are located in China, please check additionaly Note a. on this topic
  • If you are aiming to receive the Seamless Login notifications, the authentication module of the IBKR Mobile app has to be active. For details please see KB2260

 

I do not receive IBKR Mobile notifications. What can I do?

If you met the prerequisites listed above but you still have troubles receiving IBKR Mobile push notifications, please perform the additional checks listed below.

 
1. Ensure you are not actually just missing or overlooking the notifications
Certain device configurations may cause the notifications to hide quickly or not to be shown when the device screen is locked. Please bear in mind that you can, at any time, access your unread notifications history, usually by swiping your finger down from the top edge of your screen.
 
2. Ensure your phone is not currently in "Airplane", "Flight" or "Do not disturb" mode
The "Airplane"(also called "Flight") mode cuts off all the device connections, preventing the device from interfering with plane instruments during a flight. Usually, when this mode is active, a small airplane icon is displayed in the top bar of your device's screen.
The "Do not disturb" mode is used to cut off calls, alerts and notifications when the device owner does not want to be disturbed. Usually, when this mode is active, a half moon or a stop icon is displayed in the top bar of your screen.
The easiest way is to disable those modes is from the quick settings panel, which can be opened by swiping the finger up from the bottom of your screen on Apple iOS devices (Figure 1) or by swiping your finger down from the top of your screen on Android devices (Figure 2)
Figure 1                                                                            Figure 2
    
Note: On Android devices, the position and name of the items may vary according to the device vendor and software version.
 
3. Make sure the notifications are enabled for the IBKR Mobile app
When you installed the IBKR Mobile app on your device, the system prompted you to allow the notifications for the app itself. If at that time you denied that access, you would now need to manually enable the notifications from your smartphone settings. Should you need additional guidance for this procedure, please see KB3236.
 
4. Check whether the power saving mode of the phone is not preventing notifications
Conservative power mode settings usually lower battery consumption by limiting or disabling background app communication and refresh. This often prevents as well notifications from being delivered to your device. You can check the power scheme currently in use on your smartphone as follows, according to your device Operating System:

Click here if you want to skip those instructions and jump directly to the next item - point 5.

 

Apple iOS

If the Power Saving Mode is on, the battery indicator on the top right of your Desktop will show the charge level in yellow
 Figure 3
You can switch off the Power Saving by swiping the finger up from the bottom of your screen and tap the battery icon in the Control Center (Figure 4)
Figure 4
 
 
If the battery icon is not present there, you can toggle the switch Low Power Mode from the Settings of your phone, section Battery (Figure 5, 6, 7)
  Figure 5                                             Figure 6                                     Figure 7
  

 

Android

If Battery Saver is on, the top and bottom bars of your device Desktop will have an orange background and the battery icon will contain a "+" sign.
 Figure 8
 
The easiest way to disable the function is from the Quick Settings panel, which you can open by swiping your finger down from the top of your screen. You can then tap the battery icon (Figure 9)
 Figure 9
 
If the battery icon is not present within the Quick Settings panel, you can tap the Settings icon from the screen and tap on Battery. There you can toggle the Battery saver switch (Figures 10, 11, 12)
 Figure 10                                     Figure 11                                                 Figure 12
  

Note: The position and name of the items may vary according to the device vendor and software version.

5. Check whether your mobile Internet connection has enough speed and stability 
Look at the top bar of your device's screen and check whether the Wi-Fi or the carrier data (EDGE / 3G / 4G / LTE) signal reception is enough strong and stable for receiving data. You can perform a quick test by opening a website through the phone web browser and perform a web search or visit ibkr.com
 
6. Ensure your device is not jailbroken/rooted
A jailbroken / rooted device allows the installation of apps and tweaks not authorized by the software and/or hardware vendor. This is achieved by obtaining a complete (root) access to the device's Operating System and removing the security measures and restriction originally built-in. This operation invalidate the device warranty, can compromise or make completely unusable certain functionalities and severely lowers the overall security of the device.
For those reasons, on a jailbroken / rooted device we can not guarantee the IBKR Mobile app will remain in a fully operational state. The whole app or some of its features (especially the authentication module and related notifications) may not function as expected.
 
7. Force a sync between the IBKR Mobile app and the back-end systems
If you went through all the above steps and still do not receive the IBKR Mobile notifications on your device, we recommend that you perform a one time login to the Account Management using the manual challenge/response authentication method. This operation will re-align the app parameters with our back-end systems and should trigger the seamless authentication method to be reinstated for the future login attempts. Please proceed as follows:

a. On www.ibkr.com click on Log in --> Account Management

b. Enter your credentials and click on Login

c. Should you have multiple SLS devices active, select "IB Key" from the device drop-down

d. If you see a note stating that a message has been sent to your phone, click the link "Click here if you did not receive the message" and the system will show you a 6 digits Challenge number

e. On your mobile device, open the IBKR Mobile app, then tap Authenticate  (should you not see the button Authenticate, tap first on the link Services on the top left of the screen)

f. Enter the Challenge number you obtained at point d. in the Challenge field and tap Generate Response. Once you have provided your security element (PIN, FaceID, Passcode) you will receive a 8 digits Response String

g. On the Account Management login screen, enter now the Response String you obtained at point f.

h. If the code has been accepted, you will be logged in to the Account Management.

i. Logout from the Account Management and try to log in again. This time you should receive the notification on your mobile device.
 

If you still do not receive the IBKR Mobile notifications after having checked all the above points from 1. to 7. please contact IB Client Services at your earliest convenience for further troubleshooting.

 

Notes
a. The access to Google services is blocked within China. Because of this restriction, notifications are usually not delivered on Android devices used within that Country. IB has no possibility of intervention or control over this limitation.

 

 References:
  • See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication
  • See KB3236 for instructions on how to enable notifications for the IBKR Mobile app
  • See KB2748 for information about 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.

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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
      


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Regulations Mandating Two-Factor Protection

Overview: 

Regulators in certain jurisdictions have imposed requirements that brokerage clients use Two-Factor Authentication when accessing their account. These requirements currently impact residents of Hong Kong and India with details provided below.

Hong Kong-based accounts

On 27 Oct 2017, the Securities & Futures Commission of Hong Kong (SFC) issued revised guidelines aimed at reducing the information security risks associated with internet trading.  All registered and licensed persons engaged in internet trading are required to comply. The Hong Kong Monteary Authority (HKMA) simultaneously issued a circular on the same day requiring all registered institutions to implement the requirements listed in the guidelines.

Per article 1.1 of the SFC guidelines, all clients are required to be enrolled in Two-Factor Authentication. As a result, we are no longer able to provide Hong Kong accounts with the ability to opt out of the Secure Login System.

 

India-based accounts

On March 25, 2014 the National Stock Exchange of India (NSEI) issued a circular with new requirements for stock brokers that operate in India. Per regulation 3b, all brokers must implement Two-Factor Authentication for Indian clients. As a result, we are no longer able to provide India accounts with the ability to opt out of the Secure Login System.

IB程序在安卓設備上的緩存維護

Background: 

該操作能解決多個問題,因為它能完全重置發生故障的IB程序。

 

對於安卓6.0(Marshmallow)及以上的操作系統

  1. 進入手機的設置菜單
  2. 在“手機”板塊下,選擇應用 MOVED TO... 應用管理
    Select Applications  Application Manager
     
  3. 向下滑動并選擇要重置的IB程序。
    Select IB apps
     
  4. 點擊存儲
    Select Storage
     
  5. 點擊刪除數據 MOVED TO... 刪除
    Clear IB app data  Confirm Delete cleared data
     
  6. 確認數據已刪除。
    Confirm data is cleared
     
  7. 點擊存儲旁的返回箭頭
    Presss back from storage
     
  8. 點擊權限
    (如尚未激活,則啟用電話存儲權限)
    Select app permissions  Enable Phone and Storage permissions
     
  9. 重啟手機
  10. 重新打開應用程序

 

 

對於安卓5.0(Lollipop)及之前版本的操作系統

  1. 進入手機的設置菜單
  2. 設備板塊下,選擇應用
    Select Apps
     
  3. 向下滑動并選擇要重置的IB程序。
    IB Apps
     
  4. 點擊刪除數據 MOVED TO... 確認
    Clear App data  Delete app data -> OK
     
  5. 確認數據已刪除
    Confirm Data cleared
     
  6. 重啟手機
  7. 重新打開應用程序


注:如果您已清空了緩存、手動調整了權限并重啟了安卓設備,但問題仍然存在,請聯系IB客戶服務獲取故障排除的進一步幫助。


相關文章:

  • 知識庫文章KB2277IB Key安卓概述
  • 知識庫文章KB2748在安卓上恢復IB Key的流程

 

PIN碼設置指南

某些用來登錄您IB賬戶的安全設備在申請或激活時需創建一個數字或字母與數字組合的PIN碼。該PIN碼可提供額外的一層保護,有效防止意外拿到您的設備但又未被授權的個體操作設備。因此,選擇一個您容易記住且別人難以猜到的密碼尤為重要。以下列出了一系列您創建PIN碼時應考慮的指導原則或最佳方案:

• 請勿使用您個人的生日
• 請勿使用您孩子或者任何直系親屬的生日
• 請勿使用您個人或者辦公地址信息,如街道名稱、門牌號碼、郵政編碼
• 請勿使用您身份證件信息(如社保號或者身份證號碼)
• 請勿使用電話號碼
• 對於PIN碼的非數字部分,避免使用您或您的家庭成員或親屬的姓名首字母,或您所在城市的名稱或球隊的名稱
• 避免使用您本人、您的家庭成員或親屬的姓和/或名
• 我們建議在PIN碼中包含大小寫字母和數字
• 要滿足以上要求搆造一個方便記憶的PIN碼,您可以想一個句子,然后將該句子的首字母組合起來。
 


 

如何重新激活或遷移移動IBKR驗證

Overview: 

本文詳細介紹了通過移動IBKR重新激活IB Key驗證的步驟。

在下列情況下,您可以無需聯系IB客服直接進行重新激活:

 

案例A) 在同一手機上重新激活

  • 您在同一個智能手機上卸載并重新安裝移動IBKR應用程序

請根據您手機的操作系統點擊下方對應鏈接。右側是相關要求

  • 安卓移動IBKR的PIN碼+最初用來激活應用程序的手機號
  • iOS手機PIN碼/指紋/FaceID+最初用來激活應用程序的手機號

 

案例B) 在另一手機上重新激活

  • 您更換了手機
  • 手機丟了,您現在換了一個新手機
  • 您在主要使用的手機上激活了移動IBKR驗證,但現在想遷移
    (臨時或永久)到備用手機上。

請根據您手機的操作系統點擊下方對應鏈接。右側是相關要求

  • 安卓最初用來激活應用程序的手機號
  • iOS手機PIN碼/指紋/FaceID+最初用來激活應用程序的手機號
 
注:如果您的使用者另外還有已激活的實物安全設備,那么在上述情況下(A B)您隨時都可以重新激活/遷移移動IBKR驗證(IB Key)。這樣就不需要最初用來激活應用程序的手機號,因為系統會在重新激活/遷移過程中自動提示您使用實物安全設備,而不會向您發送短信。
 

    如果不屬於上述情況,請撥打ibkr.com/support頁面列出的號碼聯系IB客服(安全登錄部門)申請臨時賬戶訪問。

     

參考:

  • 參見KB2879KB2260了解有關移動IBKR驗證(IB Key)的基本信息
  • 參見KB2260了解移動IBKR應用程序的安裝/激活/操作說明
  • 參見KB2278了解在蘋果手機上操作IB Key的說明
  • 參見KB2277了解在安卓手機上操作IB Key的說明 
  • 參見KB3279了解在另一手機上啟用了IB Key的情況下如何登錄移動IBKR

 

How to reactivate or transfer the IBKR Mobile authentication?

Overview: 

This article details the steps needed to reactivate the IB Key authentication via IBKR Mobile.

You will be able to perform the reactivation without having to contact the IB Client Services in the following cases:

 

Case A) Reactivation on the same smartphone

  • You uninstalled and reinstalled the IBKR Mobile app on the same smartphone

Please click on one of the links below according to your phone operating system. Requirements are listed on the right side

  • Android: IBKR Mobile PIN + Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation

 

Case B) Reactivation on a different smartphone

  • You are replacing your smartphone with a new one
  • You have lost your smartphone and you are now in possession of a new one
  • You activated the IBKR Mobile authentication on your primary smartphone but you now want to transfer
    the activation (either temporarily or permanently) to the secondary one.

Please click on one of the links below according to your phone operating system. Requirements are listed on the right side

  • Android: Access to the mobile phone number originally used for the app activation
  • Apple iOS: Smartphone PIN / Fingerprint / FaceID + Access to the mobile phone number originally used for the app activation
 
Note: In the above cases (A, B) you will always be able to reactivate / transfer the IBKR Mobile Authentication (IB Key) when you possess an additional physical security device currently active for your user. With this setup, you will not need to have access to the mobile phone number originally used for the app activation, since the system will automatically prompt you to operate your physical security device instead of sending you a text message (SMS) during the reactivation / transfer procedure.
 

    In any other case, we would kindly ask you to request a temporary account access by contacting IB Client Services (Secure Login department) on the phone number best suitable for your location, among the ones listed on ibkr.com/support

     

References:

  • See KB2879, KB2260 for General information about IBKR Mobile Authentication (IB Key)
  • See KB2260 for instructions on how to install/activate/operate the IBKR Mobile app
  • See KB2278 for instructions on how to operate your IB Key on an Apple iPhone
  • See KB2277 for instructions on how to operate your IB Key on an Android smartphone: 
  • See KB3279 for instructions on how to log in to IBKR Mobile when IB Key is enabled on another phone

 

Mobile Phone Verification during the account application

Introduction

IB requires that clients verify their mobile phone in order to receive account and trade related communication directly via SMS.  Clients who fail to verify their phone will be subject to trade restrictions pending completion of this process. Verification is performed online and the steps for doing so are outlined below.
In case your account has been already opened but your mobile number has not been yet verified, please jump directly to KB2552 to complete the verification process.

 

Phone Verification

When completing your Interactive Brokers Account Application, you will see a blue bar at the top of the page that says "CONFIRM MOBILE NUMBER."

You can click on that bar any time during steps 1-4.   Once you do, you will see this window:

Once you have entered your full number, it will be recognized and a confirmation message is sent immediately.  Validate your phone number by entering the SMS Code received in the Confirmation Code field and click Submit.

If you are unable to do this during the application process, you can always confirm it on the Application Status page

 

Please consider the following as certain restrictions may apply:

  • SMS messages may be blocked if you participate in your Countries NDNC (National Do Not Call) registry.
  • Due to fraud prevention measures, virtual number providers may be blocked.
  • Some carriers may restrict the Hours of delivery for SMS messages.

 

Multiple 2Factor System (M2FS)

Overview

This page covers specific points on what the Multiple 2Factor System (M2-FS) is and how it functions. For general questions on the Secure Login System, please refer to KB1131.

 

Table of contents

 

What is M2-FS?

M2-FS allows any client to maintain more than one active security device at the same time. No more do you have to pick and choose whether you prefer to use a physical security device or the IBKR Mobile app as either can be used interchangeably.

 

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Activation

For any clients with an active security device, any further device activation will result in both devices remaining active.

I currently use the Security Code Card / Digital Security Card+: Clients who currently use a physical security device, simply need to download and activate the IBKR Mobile app. Refer to the directions for Android and iOS for details.

I currently use the IB Key or the IBKR Mobile app: Clients who currently use the IB Key or IBKR Mobile app and qualify for the Digital Security Card+, can proceed to login to Account Management and request that device1 by following the instructions here.

 

1: The DSC+ is available to accounts with a balance greater than USD 500,000. If your account is below this limit we recommend the activation of the IBKR Mobile authentication, as explained here

 

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Operation

Once you have both a Physical device and the IBKR Mobile app enabled, M2-FS is represented by a drop-down menu upon login. You can now choose the device you wish to authenticate with.

  1. Enter your username and password into the trading platform2 or Account Management login screen and click Login. If correct, a drop down option will allow you to Select Second Factor Device:

    TWS:
    TWS Login -> Select Two Factor Device

    Account Management:
    Acct Mgmt Login -> Select Second Factor Device
     
  2. Once you select a security device, you will now be presented with the corresponding screen for authentication. Refer to the directions for:

    - IB Key via IBKR Mobile (iOS) 
    - IB Key via IBKR Mobile (Android)
    - Security Code Card
    - Digital Security Card+
     
  3. If authentication succeeds, the Log-in will now automatically proceed.

    TWS:
    TWS Login completes after two factor authentication

    Account Management:
    Ascct Mgmt Login completes after two factor authentication

 

 

2: Requires TWS Build 966 and above.

 

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Withdrawal limits

The device used to authenticate your withdrawal, will dictate the withdrawal limit at that time. See details below:

Security Device
used for Withdrawal

Maximum Withdrawal
Per Day

Maximum Withdrawal
in Five Business Days

Security Code Card USD 200,000 USD 600,000
IB Key / IBKR Mobile app USD 200,000 USD 600,000
Digital Security Card3 USD 1,000,000 USD 1,500,000
Digital Security Card+ Unlimited Unlimited
Gold Device3 Unlimited Unlimited
Platinum Device3 Unlimited Unlimited

3: Represents a legacy device that is no longer issued.

 

For example if you have both the IBKR Mobile app and the Digital Security Card+ enabled and need to withdrawal more than USD 200,000, you can use either device to login to Account Management but will be required to use the Digital Security Card+ to confirm your withdrawal request.

 

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Benefits

M2-FS provides even more flexibility to IB's Secure Login System by allowing you to choose what security device you want to authenticate with. In addition to the convenience of using a device which is trusted and routinely accessible, you can eliminate delays associated with authenticating at times a trade needs to be entered quickly.

 

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IBKR Mobile Authentication as a 2-Factor Solution

Overview: 

At IB, we are committed to protecting your account through the use of 2-Factor log in protection. With 2-factor protection, account access is provided through use of "Something you Know" (i.e. entry of user name and password combination) along with "Something you Have" (i.e., a tool which generates a random code to be entered after the user name and password).  This 2-Factor protection is intended to mitigate the risk of online hackers (who've acquired your password via malware or social engineering) accessing your account.

While IB offers multiple 2-Factor options, IBKR Mobile Authentication is generally viewed as the most convenient to access and operate. Outlined below are some of the convenience factors offered by this app.

 

1. Always Available: 
Your smartphone is always with you, as well as your tool to grant you secure access to your IB account

2. Convenient:
No additional devices to carry, track and watch out for. In the event of loss or change of phone, the IB Client Services can assist you to get the app back up and running at a moment’s notice.

3. Quick Activation:
A couple of minutes within the download of the app, you can already use it to authenticate into your account.

4. No Shipping, Delivery or Return:
No delivery delays, no return of devices with depleted batteries. A quick download suffices.

5. Secure, but quick and No-Hassle Login with our Seamless Authentication:
When logging into the Trading Platforms or the Account Management, you only need to enter your username and password - IBKR will send you a notification and you will use the IB Key protocol to complete the authentication, via fingerprint or PIN, depending on your configuration.

6. Allows for multiple users to authenticate with the same app:
If you have one security device for your personal IB account, one for your joint account with your spouse and one for your business account you will be happy to know that you can activate the same app for all those users (and more).

7. Available for every smartphone, everywhere:
IBKR Mobile can be downloaded from the Apple App Store if you have an iPhone. Android phone users can get the app as usual from the Google Play store. Clients in China can obtain the application on both Baidu and the 360.cn stores.

8. Works even Offline:
Should your phone be offline (like when on vacation or with a bad reception), you can still use IBKR Mobile Authentication. Even though Seamless Authentication won't be accessible, the application can generate the codes you need to access your account and trade.

9. Secure delivery for your Password Reset:
With IBKR Mobile installed and the  IB Key authentication activated, you can have the IB Client Services send you a temporary password to your phone in a secure way without exposing it through text messages and other means of communication. More services for interaction with

10. Small footprint:
IBKR Mobile can be downloaded even on the most restrictive data plans and be installed on your smartphone without hogging resources. The application size and its operational use of resources are limited to the absolute minimum, while not compromising on its security.

 

For a general overview of IBKR Mobile Authentication including installation, activation and operation, please see KB2260.

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