移動IBKR驗證概述—iOS

Overview: 

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

 

目錄

 

要求

  • 必須安裝在有Touch ID(指紋識別)或Face ID(人臉識別)的iOS設備上。
  • 設備的軟件必須為iOS 11.0或以上版本
  • 設備必須啟用了Touch ID、Face ID密碼這三者中的一個。建議使用Touch ID或Face ID。請參見設置Touch ID設置Face ID說明。
 回到頂部
 

安裝

您可直接從App Store將移動IBKR 下載到您的iPhone

從蘋果應用商店下載IB Key

如何從App Store下載移動IBKR:

  1. 點擊iPhone上的App Store App Store圖標圖標。
  2. 點擊右下角的搜索圖標(放大鏡),然后點擊頂部的搜索框,輸入移動IBKR然后點擊搜索
  3. 找到Interactive Brokers LLC移動IBKR,點擊右邊的獲取,然后點擊安裝
    (如有彈出窗口,則輸入您的Apple ID密碼或按壓您的指紋。)
  4. 安裝完成后,點擊打開以啟動移動IBKR程序。
        

 

回到頂部

 

激活

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。如果收到一條詢問您是否允許接收IBKR通知的消息點擊允許

     
  2. 選擇注冊雙因素,查看操作說明,然后點繼續
        
  3. 輸入您賬戶的用戶名密碼,然后點擊繼續
            
  4. 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,點擊獲取激活短信
  5. 系統將發送一條帶有激活碼的短信激活碼區域輸入激活碼。然后點擊激活
           
  6. 系統會根據您手機的硬件功能,提示您提供或指定用於保護程序的安全要素(指紋、Face ID或PIN碼2)。請提供安全要素
         
  7. 如果激活成功,您將會看到確認頁面。點擊完成 以完成程序
     

移動IBKR驗證激活后,您便可關閉該程序。參見下方的用Touch ID操作用Face ID操作了解如何使用移動IBKR進行驗證。

注意:

  1. 您輸入的電話號碼必須不帶國家前綴,且只需輸入數字,無需添加空格或特殊字符。
  2. 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

回到頂部
 

用Touch ID操作

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?


  1. 在交易平台或客戶端登錄界面輸入您的用戶名和密碼,點擊登錄。如正確,系統將向您的iPhone發送一條通知。
    雙因素驗證提示
     
  2. 檢查iPhone上的通知菜單并選擇移動IBKR應用程序通知。

     
  3. 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。
         

  4. 如驗證成功,系統將自動登錄。
    驗證后繼續登錄 

回到頂部
 

用Face ID操作

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?

  1. 在交易平台或客戶端登錄界面輸入您的用戶名和密碼,點擊登錄。如正確,系統將向您的iPhone發送一條通知。
    雙因素驗證提示
     
  2. 檢查iPhone上的通知菜單并選擇移動IBKR應用程序通知。

     
  3. 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。
            

  4. 如驗證成功,系統將自動登錄。
    驗證后繼續登錄 

回到頂部
 
 

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,請按以下步驟進行移動IBKR驗證: 

  1. 點擊如您未收到通知,點擊此處

     
  2. 點擊后會生成一個挑戰碼及一個文本框,供您輸入響應代碼。    
  3. 在您的智能手機上啟動移動IBKR,然后選擇驗證。將挑戰碼輸入到相應的框內。
        
  4. 如果是用Touch ID,則請將錄入指紋的手指放到Home鍵上。如果Touch ID尚未激活,移動IBKR將提示您輸入密碼。 此時將生成一個響應字符串。如果是用Face ID,則請跳過該步驟,前往下一步。
        
  5. 如果是用Face ID,則請目視屏幕。如果Face ID尚未激活,移動IBKR將提示您輸入密碼。 此時將生成一個響應字符串。
        
  6. 在登錄界面輸入您iPhone的響應字符串,然后點擊確定。 
  7. 如驗證成功,系統將自動登錄。
    登錄繼續

 

回到頂部

 

參考:
  • 參見KB2748了解如何恢復移動IBKR驗證。
  • 參見KB3234了解如何解決沒收到移動IBKR通知的問題
  • 參見KB2745了解如何為移動IBKR程序清除緩存。

 

移動IBKR驗證概述—安卓

Overview: 

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

 

目錄

 

要求

  • 必須安裝在沒有被root的安卓手機上。
  • 設備的安卓版本必須為5.0或以上

 

安裝

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手機助手百度手機助手

從谷歌應用商店下載IB Key          從360手機助手下載IB Key          從百度手機助手下載IB Key
 

如何通過谷歌應用商店安裝移動IBKR:

  1. 點擊安卓手機上的應用商店 谷歌應用商店圖標程序。
  2. 點擊頂部的搜索框輸入移動IBKR然后點擊搜索
  3. 找到盈透證券集團移動IBKR,然后選擇該應用。
  4. 點擊右側的安裝
  5. 安裝完成后,點擊打開以啟動移動IBKR程序。

     在谷歌應用商店搜索IB Key   在谷歌應用商店安裝IB Key

 

回到頂部

 

激活

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。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。

 

注意: 

  1. 您輸入的電話號碼必須不帶國家前綴,且只需輸入數字,無需添加空格或特殊字符。
  2. PIN碼必須包含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
回到頂部
 

操作

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?

  1. 在交易平台或客戶端登錄界面輸入您的IB賬戶用戶名和密碼,點擊登錄。如果用戶名和密碼被接受,系統將向您的手機發送一條通知。
    雙因素驗證提示
  2. 從手機屏幕頂部向下拉,檢查您的通知列表。點擊移動IBKR通知。如您未收到通知,請參見 KB3234
    安卓手機上的IB Key推送通知提示 
  3. 移動IBKR程序將打開,提示您驗證指紋或輸入PIN碼(具體取決於您手機的硬件功能)。請提供相關的安全認證因素。
     
     
  4. 如果驗證成功,交易平台或賬戶管理登錄程序將會自動進入下一步。
    IB Key驗證成功,TWS繼續登錄
 
回到頂部
 

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): 

  1. 在交易平台或賬戶管理登錄界面,點擊“如未收到通知,請點擊此處”
    如您未收到通知,點擊此處
  2. 屏幕上會顯示挑戰码。
    TWS雙因素挑戰/響應
     
  3. 在您的智能手機上啟動移動IBKR程序,選擇驗證(如有必要),輸入您的PIN碼以及您在上一步獲得的挑戰碼。 點擊生成通關碼。
     
     
  4. 屏幕上會顯示一條響應字符串

     
  5. 在交易平台或客戶端登錄界面輸入響應字符串。然后點擊確定
    手動輸入響應字符串并點擊確定
     
  6. 如果驗證成功,交易平台或客戶端登錄程序將會自動進入下一步。
    IB Key驗證成功,TWS繼續登錄

 

回到頂部

 

參考:
  • 參見KB2748了解如何恢復移動IBKR驗證。
  • 參見KB3234了解如何解決沒收到移動IBKR通知的問題
  • 參見KB2745了解如何為移動IBKR程序清除緩存。
 

 

IBKR Mobile Authentication Overview - iOS

Overview: 

This page covers specific points of installing and using IBKR Mobile for Authentication purposes and usign the IB Key protocol on iOS devices.  For general questions on IBKR Mobile Authentication, please refer to KB2260.

 

Table of contents

 

Requirements

  • Must be installed on an iOS device with Touch ID (fingerprint reader) or Face ID (facial recognition).
  • Device's software version must be iOS 11.0 or later.
  • Device must have either Touch ID, Face ID or Passcode enabled. Touch ID or Face ID is the recommended choice. Refer to Set up Touch ID or Set up Face ID for directions.
 Back to top
 

Installation

You can download IBKR Mobile app on your iPhone directly from the App Store

Get the IB Key from the Apple Store

How to download IBKR Mobile from the App Store:

  1. On your iPhone tap on the App Store App Store icon icon.
  2. Click on the Search icon (magnifying glass) in the lower right corner, then click in the search bar at the top, type IBKR Mobile then click Search.
  3. Look for IBKR Mobile from Interactive Brokers LLC, tap on GET to the right, then tap INSTALL
    (if prompted, enter your Apple ID password or provide your fingerprint.)
  4. Once the installation has completed, tap on Open to launch the IBKR Mobile app.
        

 

Back to top

 

Activation

Once the app is installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone and requires Internet access.

  1. On your phone open the IBKR Mobile app. If you receive a message asking your consent for IBKR notifications, tap Allow.

     
  2. Select Register Two-Factor, review instructions then click Continue.
        
  3. Enter your Account Username and Password then tap Continue.
            
  4. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone number, enter the new number1 and corresponding Country.  Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation SMS.
  5. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field. Then tap Activate.
           
  6. According to your phone hardware capabilities, you might be prompted to provide or define the security element used to secure the app (Fingerprint, Face ID or PIN2). Please provide the requested security element.
         
  7. If the activation has been successful, you will see a confirmation screen. Tap Done to finalize the procedure
     

Once the IBKR Mobile authentication has been activated, you can close the app. Refer to Operation with Touch ID or Operation with Face ID below on how to use IBKR Mobile for authentication.

Notes:

  1. You must enter your phone number without your country's trunk prefix and only enter numbers without any spacing or special characters.
  2. The recovery PIN will be used to enable additional users or re-enable IBKR Mobile if it has been uninstalled. It must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.

Back to top
 

Operation with Touch ID

Once activated, operation of IBKR Mobile Authentication using Touch ID is as follows:


IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"


  1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If correct, a notification will be sent to your iPhone.
    Two Factor Authentication Prompt
     
  2. On your iPhone, check your notifications panel and select the IBKR Mobile app notification.
     
     
  3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, place your finger that was registered for Touch ID on the Home Button. If the Touch ID has not been activated, IB Key will prompt you to enter the Passcode.
         

  4. If authentication succeeds, the log in will now automatically proceed.
    Login proceeds after authentication 

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Operation with Face ID

Once activated, operation of IBKR Mobile Authentication using Face ID is as follows:
IMPORTANT NOTE: If you do not have Internet access while operating IBKR Mobile Authentication, please refer to the section "What if I don't receive the notification?"

  1. Enter your username and password into the trading platform or Client Portal login screen and click Login. If correct, a notification will be sent to your iPhone.
    Two Factor Authentication Prompt
     
  2. On your iPhone, check your notification menu and select the IBKR Mobile app notification.
     
     
  3. Selecting the notification will launch the IBKR Mobile app. On your iPhone, look at the screen to authenticate via Face ID. If Face ID has not been activated, IB Key will prompt you to enter the Passcode.
            

  4. If authentication succeeds, the log in will now automatically proceed.
    Login proceeds after authentication 

Back to top
 
 

What if I don't receive the notification?

If notifications are disabled, no internet access is available or if you have a poor, unstable connection it is possible the notification may not arrive. In these cases operation of IBKR Mobile Authentication is as follows: 

  1. Click the link Click here if you do not receive the notification.

     
  2. This will generate challenge code and box to enter response.    
  3. Launch IBKR Mobile on your Smartphone, then select Authenticate.  Type the Challenge number into the corresponding box.
        
  4. If you use Touch ID, place your finger that was registered on the Home Button. If the Touch ID has not been activated, IBKR Mobile will prompt you to enter the Passcode. A response string will be generated. If you use Face ID, skip this step and go to the next one.
        
  5. If you use Face ID, look into the If the Touch ID has not been activated, IBKR Mobile will prompt you to enter the Passcode. A response string will be generated.
        
  6. Enter the response from your iPhone into the log in screen and click OK
  7. If authentication succeeds, the log in will now automatically proceed.
    Login Proceeds

 

Back to top

 

References:
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.

 

IBKR Mobile Authentication Overview - Android

Overview: 

This page covers specific points of installing IBKR Mobile and using the IBKR Mobile Authentication for authentication purposes and using the IB Key protocol on Android devices.  For general questions on the IBKR Mobile Authentication, please refer to KB2260.

 

Table of contents

 

Requirements

  • Must be installed on an Android Phone that has not been rooted.
  • Device's Android Version must be 5.0 or later.

 

Installation

You can download the IBKR Mobile app on your smartphone directly from;
Google Play Store, 360 Mobile Assistant or Baidu Mobile Assistant.

Get the IB Key from the Google Play store          Download IB Key from 360 Mobile Assistance          Download IB Key from Baidu Mobile Assistant
 

How to install IBKR Mobile from the Google Play Store:

  1. On your Android phone tap on the Play Store Google Play Store App icon app.
  2. Tap on the search bar at the top, type IBKR Mobile then tap Search.
  3. Locate the app IBKR Mobile from Interactive Brokers Group, then select it.
  4. Tap on Install to the right.
  5. Once the installation completes, tap on Open to launch the IBKR Mobile app.

     Search for IB Key on Google Play Store   Install IB Key on Google Play Store

 

Back to top

 

Activation

Once the app has been installed on your device you will need to activate it for the username you would like to enroll. This operation happens entirely on your phone and requires Internet access.

1. On your phone open the IBKR Mobile app, tap Register Two-Factor, review instructions and then tap Continue.
 
 

2. Enter your IB Account Username and Password then tap Continue.

 

3. The default mobile phone number on record for your account will be already selected. If you are not able to receive text messages (SMS) on that number, you should choose a different one from the list (if applicable) or add a new one. To add a new mobile phone number, tap Add Phone Number, enter the new number1 and corresponding Country.  Once you have selected your preferred mobile number from the list or added the new mobile number, tap Get Activation Code


4. An SMS message will be sent with an Activation Token. Enter the token in the Activation Code field, create a PIN2 then select Activate.
   
 

5. You will receive a message with the outcome of the operation. Tap Done to finalize the procedure.
 

Once IB Key Authentication via IBKR Mobile has been activated, you can close the app. Refer to Operation instructions below on how to use the IBKR Mobile for authentication.

 

Notes: 

  1. You must enter your phone number without your country's trunk prefix and only enter numbers without any spacing or special characters.
  2. The PIN must be at least 4 and up to 6 characters (letters, numbers and special characters allowed). Refer to KB2269 for additional guidelines.
Back to top
 

Operation

Once activated, you can use the IBKR Mobile to authenticate your login attempt as follows:
IMPORTANT NOTE: If you do not have Internet access while operating the IBKR Mobile, please refer to the section "What if I do not receive the notification?"

  1. Enter your IB Account credentials into your trading platform or Client Portal login screen and click Login. If your credentials have been accepted, a notification will be sent to your phone.
    Two Factor Authentication Prompt
  2. On your phone, swipe down from the top and check your notification drawer. Tap on the IBKR Mobile notification. If you have not received the notification, please refer to KB3234.
    IB Key Push Notification prompt on Android Phone 
  3. The IBKR Mobile app will open, prompting you for your fingerprint or your PIN, according to the hardware capabilities of your phone. Please provide the requested security element.
     
     
  4. If the authentication has succeeded, the trading platform or Account Management login process will automatically move ahead to the next phases.
    IB Key authenticate successful, TWS continues to login
 
Back to top
 

What if I do not receive the notification?

If notifications are disabled, no internet access is available or if you have a poor, unstable connection, the notifications may not reach your phone. In these cases the seamless authentication may not be available but you can still use the manual Challenge/Response authentication method as described below: 

  1. On your trading platform or Account Management login screen, click the link "Click here if you do not receive the notification".
    Click here if you do not receive the notification
  2. Challenge code will be displayed on the screen.
    TWS Two Factor Challenge/Response
     
  3. Launch the IBKR Mobile app on your Smartphone, select Authenticate (if necessary), enter your PIN and the Challenge code you obtained in the previous step. Tap Generate Passcode.
     
     
  4. Response String will be displayed.

     
  5. Enter the Response String into your trading platform or Client Portal login screen. Then click OK.
    Manually enter response string and click OK
     
  6. If the authentication has succeeded, the trading platform or Client Portal login process will automatically move ahead to the next phases.
    IB Key authenticate successful, TWS continues to login

 

Back to top

 

References:
  • See KB2748 for instructions on how to recover IBKR Mobile Authentication.
  • See KB3234 for troubleshooting missing IBKR Mobile notifications
  • See KB2745 for instructions on how to clear the cache for the IBKR Mobile app.
 

 

如何要求替換安全設備

如果安全設備丟失、失竊或無法使用,請按下列步驟申請替換:

1. 通知客戶服務 - 您需要聯繫客戶服務安排替換設備並獲取臨時登錄權。請注意出於安全考慮,該服務僅能在電話核對過帳戶持有人身份後才能提供。核對過後,將為您分配臨時碼,這是您的永久設備隨機生成的密碼的靜態版,因此在登錄時需要與您的用戶名和密碼一起輸入。

2. 獲得在線安全密碼卡 - 臨時碼設有時限(2天內可以進入整個帳戶管理和交易平台,之後10天僅能進入帳戶管理部分區域),可供您登入帳戶管理替換為在線安全密碼卡。該卡提供更高級的安全性、帳戶管理的全部功能(包括取款)並可以讓您在不另聯繫客戶服務的情況下重新啟動永久設備。 請見KB1873瞭解獲取在線安全密碼卡的步驟說明。

3. 要求替換設備 - 啟動在線安全密碼卡時,頁面將顯示下列四個選項。選擇申請新的安全登錄設備並點擊繼續

接下來螢幕將顯示詳情如您將收到哪一種類型的替換設備、設備將寄到哪個地址以及預計郵寄日期和方式。如果您的替換設備要求輸入PIN碼才能啟動(如電子安全卡、金或白金設備),我們還會為您提供在線說明,指導您建立PIN碼並確定您的要求。

 

重要信息

- 作為安全預警,替換設備將在預計郵寄時間後短期內自動啟動。而在線安全密碼卡在郵寄日期之後也不會過期,我們強烈建議您在收到替換設備後重新啟動您的永久設備,以防止帳戶登錄受到干擾。重新啟動說明請見KB1942

- 如果您的設備丟失、損毀、失竊或帳戶關閉後未歸還,我們將收取一定費用以支付成本。該費用與設備功能相關,金額從20美元到150美元不等。

 

 

 

如何將我的安全設備歸還給盈透證券?

如果您要向盈透證券歸還您的安全登錄設備(因損壞、破損、帳戶整合或關閉),請按下列說明操作:

  1. 下載並列印安全登錄設備歸還表格
  2. 完成表格並與設備一起包裝好。
  3. 將包裹郵寄到下面適用的地址。 

因為您要對設備的歸還負責,為保護您的利益,我們強烈建議您在歸還時使用加墊的信封和提供追蹤號碼的運輸服務(如UPS、FedEx、DHL或USPS的特快專遞)。寄出後請等待3天,以便盈透在您的帳戶中反映已收到歸還的設備。請注意時間可能因運輸服務的延遲而不同。

歸還並替換需要額外行動
如果歸還是為了替換而不是關閉帳戶,請致電我們的技術支援部門,撥打1-877-442-2757,選擇選項2、6,再選擇3,通知我們您的設備無法使用,我們會向您提供臨時碼供您進入帳戶,直到您收到新的安全登錄設備。盈透提供多種設備類型,與每種類型相關的替換說明在下面列出:
 

白金用戶:

如果您要歸還白金安全登錄設備(圖1)並需要替換的設備,您需要登錄帳戶管理申請新的設備。鑒於此設備的高度安全性,此步驟必須進行。只有在盈透確認收到了您歸還的設備後您才可以申請新設備,因為一次只能有一份設備與您的帳戶相連。完成申請後,請確保您列印了確認頁,上面有您的PIN碼和獨有的密碼供您到時候啟動新設備用。

圖1

 

Alpine用戶:

如果您要歸還的是Alpine安全登錄設備(圖2),請在安全登錄設備歸還表格的問題“您是否需要替換設備?”回答“是”,盈透將為您安排替換設備。您不需要在網站上進行額外操作。

圖2

 

電子安全卡(DSC)用戶:
如果您要歸還電子安全卡,並需要替換設備,您需要登錄帳戶管理申請新卡。因為該卡使用PIN功能,此步驟必須進行。請記住您的PIN碼,啟動過程中需要用到。

 

安全密碼卡用戶:
此類卡片不需要歸還給盈透,可以直接銷毀棄用。

美國和加拿大客戶郵寄地址: 歐洲客戶郵寄地址: 亞洲客戶郵寄地址: 澳大利亞客戶郵寄地址:
Interactive Brokers, LLC.
Attn: Token Return Department
2 Pickwick Plaza
Greenwich, CT 06830
(203) 618-4006

Interactive Brokers (U.K.) LTD.
Attn: Token Return Department
Gotthardstrasse 3
CH-6301 Zug
Switzerland
+41-41-726-9500

Interactive Brokers LLC
Attn: Token Return Department
Suite 1512, Two Pacific Place,
88 Queensway, Admiralty,
Hong Kong

盈透證券有限公司
致:安全裝置退回部
香港金鐘道88號太古廣場第二期1512室

廣東話:+852-2156-7907
國語:+86 (21) 6086 8586

Interactive Brokers, LLC.
Attn: Token Return Department
Grosvenor Place, Level 42
225 George Street
Sydney, 2000
+61 (2) 8093-7300

關閉帳戶

在您歸還設備並關閉了帳戶後,仍可以進入帳戶管理查看並/或列印活動報表和稅表。關閉後,您不需要安全設備,只需要輸入用戶名和密碼便能登錄。

 

如有疑問或需要進一步說明,請致電1-203-618-4006聯繫我們的資深安全專家,或發送電郵到tac@interactivebrokers.com


 
丟失、失竊、損壞或帳戶關閉後不歸還的安全設備替換費用資訊請見KB1861

 

How to request a Digital Security Card+ (DSC+) replacement

The following steps are required in order to replace a Digital Security Card+ which has been lost, stolen or became inoperable

1. Notify IB Client Services - Contact IB Client Services to obtain a temporary account access (Temporary Code). This service can only be provided via telephone and requires the identity of the account holder to be verified, as detailed in KB70

2. Obtain an Online Security Code Card - Activate an Online Security Code Card, which offers enhanced protection and full Account Management functionality for an extended period of 21 days. Please consult KB1873 should you need guidance for this specific step

3. Request the DSC+ replacement - Once you have completed the Online Security Code Card activation, please remain in the Secure Login System section of your Account Management and order your replacement DSC+ as follows

4. Click on the button Request Physical Device

5. The shipping address will be shown in the device information screen. If your address is outdated or invalid, you can amend it by clicking on Change Address and following the on-screen instructions. If you do not need to update your address, please proceed to step 6.

6. Enter a four-digit numeric  Soft PIN1 for your DSC+. Please make sure to remember the PIN you are typing since it will be necessary to activate and to operate your device. When applicable and desired, you may change the account on which the 20 USD deposit will be kept on hold2.  Click then on Continue

7. The system will show you a summary of your order. Please make sure of the correctness of all the information displayed. Should you need to perform changes, click on the button Back, otherwise submit the request by clicking on Continue

8. You will receive a final confirmation containing the estimated shipment date3. Click on Ok to finalize the procedure

 


Notes

1. For PIN guidelines, please consult KB2269

2. The Security token and the shipment are both free of charge. Nevertheless, when you order your device, we will freeze a small amount of your funds (20 USD).  If your device is lost, intentionally damaged, stolen or if you close your account without returning it to IB, we will use that amount as a compensation for the loss of the hardware. In any other case, the hold will be released once youre device has been returned to IB. More details on KB1861

3. For security reasons, the replacement device is set to auto-activate within three weeks from the shipment date. IB will notify you when the auto-activation is approaching and when it is imminent.

 

References
  • See KB1131 for an overview of the Secure Login System
  • See KB2636 for information and procedures related to Security Devices
  • See KB2481 for instructions about sharing the Security Login Device between two or more users
  • See KB2545 for instructions on how to opt back in to the Secure Login System
  • See KB975 for instructions on how to return your security device to IB
  • See KB2260 for instructions on activating the IB Key authentication via IBKR Mobile
  • See KB2895 for information about Multiple 2Factor System (M2FS)
  • See KB1861 for information about charges or expenses associated with the security devices
  • See KB69 for information about Temporary passcode validity

 

Security considerations following SLS opt out

Overview: 

Account holders who have elected to opt out of IBKR's Secure Login System (SLS) effectively relinquish the protections afforded by Two-Factor Authentication. They are strongly encouraged to utilize alternative security measures, with one of those being the IP Restrictions. By selecting this setting through Client Portal, you're telling Interactive Brokers that you only want access to your trading platforms from a specified IP address. In addition, should you have multiple authorized traders for a given account, these restrictions can be set at the individual trader level by the master user of the account. 

 

Preliminary checklist:

Before setting up the IP Restrictions, you will need to:

  • Know your WAN IP Address. That is the IP address exposed on the external (Internet) side of your network and it is different from your local IP address (called as well LAN IP address). If you trade from a company office, you can ask your IT or Networking department for the WAN IP address of your computer. If you connect to the Internet through a private broadband/cable/satellite connection you can get this information from your ISP (Internet Service Provider).
  • Make sure that your IP address is static. This means your IP address will always remain the same, and will not change upon router/modem reboot or after a certain time period. The same entities which provided you with the WAN IP address, can as well clarify whether it is a static or dynamic one.
  • Be aware that IP Restrictions are not effective immediately. Our systems apply the filters during their daily overnight restart. It can take up to 24 hours until they are active, depending on the time you submit your IP Restrictions request. The same applies when you modify or remove existing IP Restrictions. Please be sure to consider this when you are planning your course of action.
  • The IP Restrictions will be applied to ALL Trading Platforms offered by IB. It will not affect Client Portal access, which will remain accessible from any IP address.

Note:

Please take note that the technical ability to misrepresent one's IP address exists, and full account protection is only ensured by using SLS Two-Factor Authentication (ibkr.com/sls).

If you have any questions on the topic, please feel free to contact IB's Technical Assistance Center.

How to set the IP Restrictions:

  1. Login to Client Portal and click the menu icon in the top-left corner.
  2. From the left side menu, click on Settings, then on User Settings. Then click on the wheel (configure) icon next to IP Restrictions.
  3. You will see a brief description of the effects of IP Restrictions. To set up a new IP Restriction, click on Add IP Restriction.
  4. Select the Trader from the drop-down list and enter the IP Address (in the format xxx.xxx.xxx.xxx) you want to allow for him. Then click on Continue.
  5. If you logged into Client Portal without using the Two-Factor Authentication, you will now receive an email1 containing a Confirmation Number. Enter it in the Confirmation Number field. Once done, click on Continue to submit the request. If you logged in to the Account Management using a security device, please proceed directly to point 5.
  6. If the operation completed successfully, you will see a confirmation screen. Click OK.
  7. The system will now list your active IP Address restrictions. Should you want to create an additional one, click again on Add IP Restriction, otherwise navigate away from this section

 

Opt-out and IP Restrictions for Penny Stocks traders:

Clients who have elected to perform an opt-out, thus using the Two-Factor Authentication only for the Client Portal, must activate the IP Restrictions in order to be able to activate Penny Stocks Trading Permissions.


Additional best practices for securing your computer and your network

  • When logging into the TWS, activate the checkbox “Use SSL” on the login screen. SSL (Secure Socket Layer) guarantees that all the information exchanged between your computer and our servers is protected using 128-bit encryption.
  • Use a firewall to prevent unauthorized access to the services exposed by your network or/and computer. During the firewall set-up, please make sure you authorize the host/ports listed in section DESKTOP TWS of KB2816.
  • Use antivirus software to identify and eliminate viruses which might have infected your computer.  As new viruses are constantly being created, you need to update the threats database of your antivirus software regularly.
  • Use anti-malware software to detect and remove spyware/malware programs which can collect various types of personal information, monitor your browsing activity and interfere with the control of your computer. Nowadays many antivirus solutions include a built-in anti-malware protection.
  • Refrain from using wireless connections (Wi-fi) which are public, unsecured or not operated by you. If the use of a unsecured network (e.g. public Wi-Fi hotspot) becomes necessary, do not log into any financial institution account you may have, including your IB account.

 

Notes:
1. If you have not received the email, please make sure it did not land in the Spam/Junk folder of your mailbox and possibly add the email addresses donotreply@interactivebrokers.com and help@interactivebrokers.com to the trusted senders list. You can then request a new email to be sent to you with the button Resend Confirmation Number.

 

Troubleshooting Account Management Login Failures

Click on the link below which best describes your situation:

  1. Receiving “Invalid user name password combination” message
  2. Receiving “Login Failed” message upon entering security device values
  3. I’ve forgotten my user name and/or password
  4. I’m temporarily without possession of my security device
  5. My security device has been lost or damaged
  6. I’ve been issued a temporary passcode which has expired
  7. I’ve been issued an online security card which has expired
  8. I’m awaiting delivery of my physical security device and can now no longer log into my account
  9. I am able to log into Account Management with my temporary passcode but not the trading platform
  10. I am in possession of my security device and wish to activate it
  11. Receiving “BAD CHARACTER” message after entering my user name

IMPORTANT NOTE: If you are unable to resolve your account access issue from the information above, please contact your local Customer Service Center.  Also note that for security purposes, all requests for login assistance must be initiated via telephone as it requires prior verification of the account holder's identity. A listing of Customer Service Centers, contact numbers and hours of operations may be found via the following website link: http://individuals.interactivebrokers.com/en/p.php?f=customerService&ib_...

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
a. Make sure that the Caps Lock key is not on as user name is case sensitive and is required to be input in lower case format.
IMPORTANT SECURITY NOTICE: If an account experiences 10 consecutive failed Account Management login attempts within any 24-hour period, it will be locked out from login regardless of subsequent attempts using the correct user name and password combination. This lock out, intended as a security measure to prevent hackers from random attempts to guess the password, will remain in force until 24 hours have passed since the last unsuccessful log in attempt.
 
If you believe that your account has or is about to be been locked due to consecutive failed login attempts, you will need to contact to contact your regional Customer Service Center via telephone for assistance. Note that assistance for log in matters is only provided via telephone and after the identity of the account holder has been verified.
 
 
 
 
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a. If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format

b. If operating a security card or electronic device, note that there are no spaces between characters

 
 
 
 
a. For security purposes, all requests for assistance with a user name and/or password must be initiated via telephone and require prior verification of the account holder’s identity. Requests are to be directed to one of the regional Customer Service Centers. 
 
 
 
 
a. If you are temporarily without possession of your security device, interim access may be provided by contacting your regional Customer Service Center via telephone where, once your identity has been verified, you will be provided with a temporary passcode.
 
The temporary passcode is a static alpha-numeric code which replaces the randomly generated code provided through your security device and which will provide full access to Account Management and the trading platforms for 2 days. Should a lengthier period of interim access be necessary, and to obtain enhanced protection, it is recommended that you use the temporary passcode to log into Account Management and print out the on-line security card which will operate as a replacement to your security device for up to 3 weeks.  
 
After the expiration of the temporary passcode or on-line security card, or if you regain possession of your security device beforehand, you will need to log into Account Management and select the menu option to re-activate your security device.
 
 
 
 
 
a. In the case of a lost or damaged security device, you will need to contact our Customer Service center to arrange for a replacement and to provide for interim access. As the time frame for shipping a replacement device may range form 3 to 14 days depending upon your country of residence, interim access is provided via an on-line security card. The on-line security card may be retrieved for printing or saving as an image to your desktop once a temporary passcode has been provided for Account Management access.
 
 
 
 
 
a. The temporary passcode is intended to provide full access to both Account Management and the trading platforms for a period of 2 days. After 2 days, the temporary passcode may no longer be used to access the trading platforms but may be used to access Account Management for an additional period of 10 days. The Account Management access, however, is limited solely for the purpose of printing or saving the on-line security card.  
 
If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days. If you are unable to log into Account Management, you will need to contact your regional Customer Service center for assistance.
 
 
 
 
 
a. The on-line security card is intended to provide full access to both Account Management and the trading platforms for a period of 21 days. This time frame, while limited, is intended to provide sufficient opportunity for the account holder to either regain possession of a temporarily unavailable security device or request and receive a replacement device.
 
If you are unable to log in using the on-line security card, you will need to contact your regional Customer Service center for assistance and to provide information as to the status of your permanent security device.
 
 
 
 
 
a. Depending upon your location, the physical security device should be delivered to the address of record on your account within 2 days in the case of US residents and within 2 weeks for all other accounts. It’s important to note that the permanent devices are set to automatically activate after a set timeframe if not yet manually activated by the account holder. If this is the case and you encounter difficulties logging into your account, please contact our Technical Assistance Department at 1-877-442-2757.
 
 
 
 
 
a. If your window of access to Account Management using the temporary passcode remains, you may print or save the on-line security card through which full access to both Account Management and the trading platforms is provided for a period of 21 days.
 
If you are unable to log into Account Management, you will need to contact your regional Customer Servicecenter for assistance.
 
 
 
 
 
a. To activate either a replacement device or one which was temporarily unavailable and which required issuance of a temporary passcode, you will need to log into Account Management and select the reactivate security device menu option. Once reactivated, neither the temporary passcode nor on-line security card will remain operable.

 

 

11. Receiving “BAD CHARACTER” message after entering my user name.

a. Re-enter your user name and make sure that you do not include any spaces or characters which are not either alpha or numeric (e.g. !@#$%^&*(.,”:...etc.).

...Top

Overview of Secure Login System

Table of contents

 

The security of your assets and personal information is of utmost concern to us and we are committed to taking the steps necessary to ensure you are protected from the moment you open your account.  

To provide you with the highest level of 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 elements: 1) Something you know (your username and password combination); and 2) Something you have (an IBKR 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.
 
 

Benefits of Enrollment

The principal benefit of SLS enrollment is to protect your account from unauthorized access. There is no fee associated with enrollment and participants have the added benefits of:
  1. Higher withdrawals thresholds over both single and five day rolling periods.
  2. Ability to change your banking instructions and email address without contact from a member of our Security Team.
  3. Ability to effect ACH & EFT funding transactions beyond an initial USD 20,000 account funding transaction.
  4. The ability to share a single device among multiple usernames registered to the same individual.
 
 

How to Enroll

Enrollment is easy. In the case of new applicants, you will be provided with an email link with instructions for printing and activating an on-line security card during the account configuration step of the online application. This on-line card is intended as a temporary device expiring 21 days after your account has been funded, during which time a permanent device will be shipped to you. Once you receive your permanent device and follow the instructions for its activation, your on-line card will be automatically deactivate and may be disposed. It’s important to note that the permanent devices are set to automatically activated after a set time frame if not manually activated by the account holder. If you choose to use the IBKR Mobile Authentication, (smartphone digital access key application) you will need to validate your phone number. You can do so directly in the smartphone app. Detailed instructions are available in KB2260.
 
If you are an existing user and haven’t already enrolled in SLS, you will need to log into Client Portal, select the Menu icon in the top-left corner and go to Settings User Settings > Security > Secure Login System menu options. You will be presented with a screen displaying the device that you will receive and through which you will confirm your address of record. You can alternatively activate the IBKR Mobile Authentication on your device immediately. How to activate the app, conditions and requirements can be found in KB2260.
 
 
 

Lost, Damaged or Temporarily Unavailable Device

In the case of a lost, damaged or temporarily unavailable security device, you will need to contact your regional Client Service Center via telephone to arrange for a replacement and/or to provide for interim access. Once your identity has been verified you will be provided a temporary passcode (i.e., a static alpha-numeric code which replaces the random code supplied by your security device) that will allow you to log into Client Portal and print the on-line security card. The on-line card will provide interim access for up to 21 days, sufficient time for a replacement device to be shipped or, should your device be temporarily unavailable, time to regain possession of it. See KB1943 for instructions on requesting a replacement device.
 
 
 

Types of Devices

IBKR provides a range of security devices, each tailored to meet the portability and security needs of your particular account. 
  1. SMS - A quick and easy way to complete the Two-Factor Authentication through text messages (SMS) sent to your mobile phone number.
  2. IBKR Mobile (IB Key) – An all-in-one mobile app offering a convenient digital solution for your Two-Factor Authentication needs.  The IB Key protocol found within the app supports both fingerprint and PIN configuration1 and is available for download on both Android phones and iPhones.
  3. Digital Security Card+ - For accounts with an equity of 500K USD or equivalent. It has the same size and shape of a credit card and it is electronic, requiring the user to enter a PIN code as an additional layer of protection.
Note:
For iPhone users you must have either Touch ID, Face ID, or Passcode enabled (refer to: Set up Touch ID or Set up Face ID for directions). Touch ID or Face ID is the recommended choice.  PIN/Passcode supports up to 12 hours of trading access while fingerprint/facial recognition allows for 30+ hours as long as your authenticate at least once during this time period. Please see further details mentioned in our User's guide for Extended Trading Access
 

 

Withdrawal Limits

Clients who participate in the Secure Login System enjoy enhanced withdrawal capabilities, while clients who do not participate are subject to daily and weekly withdrawal restrictions. The amount that a participating client may withdraw or transfer over a given one- or five-day period increases commensurate with the protective value of the device and is outlined in the table below.

Security Device Maximum Withdrawal per Day Maximum Withdrawal in 5 Business Days
None 50K USD 100K USD
SMS 200K USD 600K USD
IB Key 200K USD 600K USD
Security Code Card* 200K USD 600K USD
Digital Security Card* 1M USD 1.5M USD
Digital Security Card+ Unlimited Unlimited
Platinum*/Gold* Unlimited Unlimited
Note: * Represents a legacy device no longer being issued.
 

Back to top

 

Additional Information 

See KB2636 for information and procedures related to Security Devices.
See KB2277 for complete details on IBKR Mobile Authentication (IB Key) for Android.
See KB2278 for complete details on IBKR Mobile Authentication (IB Key) for iOS.
 
 
 

 

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