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.
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.
Security level |
Device name |
Device image |
Highest | Digital Security Card+ (DSC+) | ![]() |
Lowest | Security Code Card (SLS card) | ![]() |
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)
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.
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.
本文將介紹在iOS設備上安裝和使用移動IBKR進行驗證以及使用IB Key的相關問題。 有關移動IBKR驗證的一般性問題,請參見KB2260。
您可直接從App Store將移動IBKR 下載到您的iPhone
如何從App Store下載移動IBKR:
應用程序在設備上安裝完成后,您需要為想參加驗證計划的用戶名激活該程序。該操作將完全在您的手機上完成,且要求聯網。
移動IBKR驗證激活后,您便可關閉該程序。參見下方的用Touch ID操作或用Face ID操作了解如何使用移動IBKR進行驗證。
恢復PIN碼將被用於啟用額外的使用者或在移動IBKR被卸載后重新啟用該應用。恢復PIN碼須包含4到6個字符(允許字母、數字和特殊字符)。更多指南請參見KB2269。
激活后,使用Touch ID進行移動IBKR驗證的操作如下:
重要提示:如果在操作移動IBKR驗證時沒有網絡連接,請參考“如果我沒有收到通知怎么辦?”
選擇通知將啟動移動IBKR程序。將您注冊過Touch ID的手指放置在Home鍵上。如果Touch ID尚未激活,IB Key將提示您輸入密碼。
如驗證成功,系統將自動登錄。
激活后,使用Face ID進行移動IBKR驗證的操作如下:
重要提示:如果在操作移動IBKR驗證時沒有網絡連接,請參考“如果我沒有收到通知怎么辦?”
選擇通知將啟動移動IBKR程序。在您的iPhone上,目視屏幕以通過Face ID進行驗證。如果Face ID尚未激活,IB Key將提示您輸入密碼。
如驗證成功,系統將自動登錄。
如果通知被禁用、沒有網絡連接或連接不穩定,則有可能無法收到通知。這種情況下,請按以下步驟進行移動IBKR驗證:
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本文將介紹在安卓設備上安裝和使用移動IBKR進行驗證以及使用IB Key的相關問題。 有關移動IBKR驗證的一般性問題,請參見KB2260。
您可從以下來源將移動IBKR程序直接下載到您的手機:
谷歌應用商店、360手機助手或百度手機助手。
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應用程序在設備上安裝完成后,您需要為想參加驗證計划的用戶名激活該程序。該操作將完全在您的手機上完成,且要求聯網。
1. 在您的手機上打開移動IBKR程序,點擊注冊雙因素,查看操作說明,然后點繼續。
2. 輸入您的IB賬戶用戶名和密碼,然后點擊繼續。
3. 系統將自動選擇您賬戶登記的默認手機號碼。如果該號碼無法接收短信(SMS),您需要從列表(如適用)中選擇其它號碼,或添加新號碼。 要添加新的手機號碼,點擊添加手機號碼,輸入新號碼1及其對應國家。 從列表中選好手機號碼或添加好新的手機號碼后,點擊獲取激活碼
4. 系統將發送一條帶有激活碼的短信。在激活碼區域輸入激活碼,創建一個PIN碼2然后選擇激活。
5. 您將會收到一條告知操作結果的消息。點擊完成以完成程序。
經由移動IBKR的IB Key驗證激活后,您便可關閉該程序。 請參考以下操作指南了解如何使用移動IBKR進行驗證。
激活后,您便可使用移動IBKR驗證登錄:
重要通知:如果在操作移動IBKR時沒有網絡連接,請參考“如果我沒有收到通知怎么辦?”
如果通知被禁用、沒有網絡連接或連接不穩定,則有可能無法收到通知。這種情況下,可能無法使用無縫驗證,但您仍可釆用手動挑戰/響應驗證方式(如下):
IBKR高度重視您的資產和個人信息安全,并致力於釆取必要措施確保您的賬戶自開立起便受到保護。 這其中非常重要的一項便是安全登錄系統(SLS),這一登錄程序釆用雙因素驗證防止任何其他人訪問或使用您的賬戶,即使他們掌握了您的用戶名和密碼。一旦加入SLS,便只可通過使用兩項安全因素訪問賬戶:1) 您已知的(用戶名和密碼);2) 您已有的(實物安全設備或手機應用程序生成的隨機代碼)。
IBKR提供多種SLS設備,每種設備的技朮設計對應一種資產水平(參見KB1131)。下方文章概述了移動IBKR驗證應用程序,一種可直接安裝在手機上的雙因素安全應用程序。
可直接在手機上通過移動IBKR應用程序進行IB Key驗證,功能與安全設備一樣,因此在登錄IBKR賬戶時便無需再另行攜帶實物設備。除了具備與實物設備同樣的可靠性和便利外,這款程序可在數分鐘內完成下載與激活,因此避免了郵寄實物設備所帶來的延遲問題。此外,與實物設備不同,持有多個賬戶且用戶名各不相衕的客戶完全可以從同一個移動IBKR程序訪問IB Key。更多詳情,請參見KB2879。
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IBKR驗證目前僅可在使用安卓或iOS且可安裝移動IBKR應用程序的智能手機上使用。安裝、激活及運行說明請見下方鏈接:
請注意:禁用或更換任何安全設備(包括移動IBKR 驗證)均需滿足一定條件。該過程中如需幫助,請聯系客戶服務。
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[1] 某些特殊機構賬戶類型可能會有一定限制。
[2] 沒有有效數據連接(wifi或蜂窩數據),移動IBKR驗證將無法接收登錄通知信息,但仍能以挑戰—響應碼模式進行操作。參見KB2277(安卓)或KB2278(iOS)了解在兩種模式下如何使用IB Key驗證的詳細說明。
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.
You can download IBKR Mobile app on your iPhone directly from the App Store
How to download IBKR Mobile from the App Store:
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.
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.
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.
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?"
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.
If authentication succeeds, the log in will now automatically proceed.
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?"
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.
If authentication succeeds, the log in will now automatically proceed.
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:
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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.
You can download the IBKR Mobile app on your smartphone directly from;
Google Play Store, 360 Mobile Assistant or Baidu Mobile Assistant.
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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.
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?"
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:
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
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.
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.
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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:
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.
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[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.
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
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 Information / Users guide
Requirements: How to install Java for Windows / How to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWS / Download 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
HEARTBLEED漏洞是指開源應用項目SSL(保安接層加密技術)和TLS(安全傳輸協議)協議的安全漏洞,它能讓攻擊者從服務器內存中讀取密碼和密鑰。
SSL(保安接層加密技術)是一種安全協議,用於指令機器對網絡通信中的數據進行加密和解密。
盈透未受該漏洞的影響。在發現漏洞並有補丁發布之時,我們已經更新並修復了少數幾個使用受影響的OpenSSL的盈透服務器。
安全登錄系統(SLS)為您在通過主要的登錄憑證(用戶名和密碼)訪問賬戶之外增添了另一層保護。用戶名和密碼並不是阻止未經授權而訪問賬戶的唯一防線。使用SLS設備可確保只有您才能訪問您的賬戶。
盈透採取了其他安全措施,因此您的密碼不會受到此漏洞的影響。
定期更換密碼是防止賬戶被他人攻擊的好方法,但是您不必在看到有關Heartbleed的報導時專門去更改密碼。