盈透證券歡迎您

Overview: 

現在您的賬戶已完成入金并獲批,您可以開始交易了。以下信息可以幫助您入門。

  1. 您的資金
  2. 設置您的賬戶以進行交易
  3. 如何交易
  4. 在全球範圍進行交易
  5. 拓展您IB經驗的五個要點

 

1. 您的資金
存款&取款基本信息。所有轉賬都通過您的賬戶管理進行管理
存款
首先,通過您的賬戶管理 > 資金 > 資金轉賬 > 轉賬類型:“存款”創建一個存款通知(如何創建存款通知)。第二步,通知您的銀行進行電匯轉賬,在存款通知中提供詳細銀行信息。
取款
通過您的賬戶管理 > 資金 > 資金轉賬 > 轉賬類型:“取款”創建一個取款指令(如何創建取款指令
如果您通知要進行超出取款限額的取款,則會被視為異常取款,我們因此將需要匹配銀行賬戶持有人和IB賬戶。如果目的地銀行賬戶已被用作存款,那麼取款將會被處理;否則,您必須聯繫客戶服務并提供所需文件。
錯誤排查
存款:我的銀行發出了資金,但我沒有看到資金記入我的IB賬戶。可能的原因:
a) 資金轉賬需要1至4個工作日。
b) 存款通知缺失。您必須通過賬戶管理創建存款通知并向客戶服務發送一條咨詢單。
c) 修改詳情缺失。轉賬詳情中缺失您的姓名和IB賬戶號碼。您必須聯繫您的銀行索取完整的修改詳情。
d) IB發起的ACH存款7個工作日內限額為10萬美元。如果您開立的是初始要求為11萬美元的投資組合保證金賬戶,最好選擇電匯存款以減少您第一筆交易的等待時間。如果選擇ACH,會需要等待近2周時間,或者可以選擇臨時升級至RegT。
取款:我已經請求了取款,但我沒有看到資金記入我的銀行賬戶。可能的原因:
a) 資金轉賬需要1至4個工作日。
b) 被拒。超出最大取款限額。請檢查您賬戶的現金餘額。注意,出於監管要求,存入資金時會有三天置存期,之後才可以被取出。
c) 您的銀行退回了資金。可能是因為接收銀行賬戶與匯款銀行賬戶名稱不匹配。

 

2. 設置您的賬戶以進行交易
現金與保證金賬戶的區別:如果您選擇快速申請,默認您的賬戶類型為配備美國股票許可的現金賬戶。如果您想使用槓桿并以保證金交易,參見此處如何升級為RegT保證金賬戶
交易許可
為了能夠交易特定國家的某一特定資產類別,您需要通過賬戶管理獲得該資產類別的交易許可。請注意,交易許可是免費的。但您可能需要簽署當地監管部門所要求的風險披露。如何請求交易許可
市場數據
如果想獲取某一特定產品/交易所的實時市場數據,您需要訂閱交易所收費的市場數據包。如何訂閱市場數據
市場數據助手會幫助您選擇正確的數據包。請觀看該視頻,其解釋了市場數據助手是如何工作的。
客戶可以通過從未訂閱的代碼行點擊免費延時數據按鈕選擇接收免費的延時市場數據。
顧問賬戶
請閱讀用戶指南顧問入門指南。在這裡,您可以看到如何向您的顧問賬戶創建其他使用者以及如何授予其訪問權限等等。

 

3. 如何交易
如果想學習如何使用我們的交易平台,您可以訪問交易者大學。在這裡您可以找到我們以10種語言提供的實時與錄製網研會以及有關交易平台的課程與文檔。
交易者工作站(TWS)
要求更高級交易工具的交易者可以使用我們做市商設計的交易者工作站(TWS)。TWS有著便於操作的電子表格式界面,可優化您的交易速度和效率,支持60多種定單類型,配備可適應任何交易風格的特定任務交易工具,并可實時監控賬戶餘額與活動。試試兩種不同模式:
魔方TWS:直觀可用性, 簡便的交易准入,定單管理,自選列表與圖表全部在一個窗口呈現。
標準模式TWS:為需要更高級工具與算法的交易者提供高級定單管理。
基本描述與信息 / 快速入門指南 / 用戶指南
互動課程:TWS基礎 / TWS設置 / 魔方TWS
如何下單交易:標準模式TWS視頻 / 魔方TWS視頻
交易工具:基本描述與信息用戶指南
要求:如何安裝適用於Windows的Java / 如何安裝適用於MAC的Java / 需打開端口4000和4001
登錄TWS / 下載TWS
網絡交易者(WebTrader)
偏好乾淨簡潔界面的交易者可以使用我們基於HTML的網絡交易者。網絡交易者便於查看市場數據、提交定單以及監控您的賬戶與執行。從各瀏覽器使用最新版本網絡交易者
快速入門指南 / 網絡交易者用戶指南
簡介:網絡交易者視頻
如何下單交易:網絡交易者視頻
登錄網絡交易者
移動交易者(MobileTrader)
我們的移動解決方案可供您隨時隨地用您的IB賬戶進行交易。IB TWS iOS版和IB TWS BlackBerry版是為這些型號定制設計的,而通用的移動交易者支持大多數其他職能手機。
基本描述與信息
定單類型 可用定單類型與描述 / 視頻 / 課程 / 用戶指南
模擬交易 基本描述與信息 / 如何獲得模擬交易賬戶
一旦您的模擬交易賬戶創建成功,您便可用模擬交易賬戶分享您真實賬戶的市場數據:賬戶管理 > 管理賬戶 > 設置 > 模擬交易

 
4. 在全球範圍進行交易
IB賬戶為多幣種賬戶。您的賬戶可以同時持有不同的貨幣,可供您從一個賬戶交易全球範圍內的多種產品。
基礎貨幣
您的基礎貨幣決定了您報表的轉換貨幣以及用於確定保證金要求的貨幣。基礎貨幣在您開立賬戶時決定。客戶隨時可通過賬戶管理改變其基礎貨幣。
我們不會自動將貨幣轉換為您的基礎貨幣
貨幣轉換必須由客戶手動完成。在該視頻中,您可以學習如何進行貨幣轉換。
要開倉以您賬戶所不持有之貨幣計價的頭寸,您可以有以下兩種選擇:
A) 貨幣轉換。
B) IB保證金貸款。(對現金賬戶不可用)
請查看該課程,其解釋了外匯交易方法。

 

5. 拓展您IB經驗的五個要點
1. 合約搜索
在這裡,您會找到我們的所有產品、代碼與說明。
2. IB知識庫
IB知識庫包含了一系列術語、指導性文章、錯誤排查技巧以及指南,旨在幫助IB客戶管理其IB賬戶。只需在搜索按鈕輸入您想要了解的內容,您便會得到答案。
3. 賬戶管理
我們的交易平台可供您訪問市場,賬戶管理則可供您訪問自己的IB賬戶。使用賬戶管理可管理賬戶相關任務,如存入或取出資金、查看您的報表、修改市場數據與新聞訂閱、更改交易許可并驗證或更改您的個人信息。
登錄賬戶管理 / 賬戶管理快速入門指南 / 賬戶管理用戶指南
4. 安全登錄系統
為向您提供最高級別的在線安全,盈透證券推出了安全登錄系統(SLS),通過安全登錄系統訪問賬戶需要進行雙因素驗證。雙因素驗證旨在于登錄時採用兩項安全因素確認您的身份:1) 您的用戶名與密碼組合;和2) 生成隨機、一次性安全代碼的安全設備。因為登錄賬戶需要既知曉您的用戶名/密碼又持有實物安全設備,所以參加安全登錄系統基本上可以杜絕除您以外的其他任何人訪問您賬戶的可能性。
如何激活您的安全設備 / 如何獲取安全代碼卡 / 如何退還安全設備
如果忘記密碼或丟失安全代碼卡,請聯繫我們獲取即時幫助。
5. 報表與報告
我們的報表與報告方便查看和進行自定義,覆蓋了您盈透賬戶的方方面面。如何查看活動報表

 

How to start multiple TWS sessions on Mac

Background: 

By default the Mac OsX does not allow the user to run multiple sessions of the same application but with the following workaround you can overcome this limitation for the Trader Workstation application.

 

  • In case you are fine with running slightly different versions of the TWS, please follow the instructions on Procedure 1

  • In case you absolutely want to run multiple session of the same TWS version, please follow the instructions on Procedure 2

 

Procedure 1

you can then use this procedure which is the most simple:

1) Open the web page www.ibkr.com

2) Go to the menu Technology --> TWS Software.

3) First download and install one of the auto-updating TWS versions (TWS LATEST or TWS according to your preference).

4) Once you have completed the installation, download and install one of the offline versions (OFFLINE TWS LATEST or OFFLINE TWS according to your preference).

5) You will then see on your Desktop two different Trader Workstation icons. You can use the first shortcut to start the first TWS session and the second one to start the additional one, as you can see on the screenshot below:

 

 

 

 

Procedure 2

1) Launch the first session of the Trader Workstation using the TWS icon present on your Desktop. If you still do not have any Trader Workstation icon, please go to the web page www.ibkr.com and click on the menu Technology -> TWS Software. Then download and install one of the TWS versions present there.

2) Open the Finder and click on Applications on the left side menu. Then select Utilities and then launch Terminal.

3) The Terminal will appear on the screen and will point to the home folder of your current Mac OsX user. Now please enter the commands listed below (as well displayed on the screenshot) on your Terminal. After each one, press ENTER on your keyboard.

cd Applications

cd Trader\ Workstation

open -n Trader\ Workstation.app

4) The login window for your second TWS session will then appear on your Desktop. You can now close the Terminal.

 

Note: the procedure above presumes that the TWS executable is located in the following path: users/yourusername/home/Applications/Trader Workstation/Trader Workstation.app

If at the time you installed the TWS, you selected to install it for all the users of your system, then the TWS executable will be located here:

/Applications/Trader Workstation/Trader Workstation.app

and therefore you would need to issue the following commands in the Terminal:

cd /Applications

open -n Trader\ Workstation.app

 

 

Market Data Non-Professional Questionnaire

Overview: 

Insight into completing the new Non-Professional Questionnaire.

Background: 

The NYSE and most US exchanges require vendors to positively confirm the market data status of each customer before allowing them to receive market data. Going forward, the Non-Professional Questionnaire will be used to identify and positively confirm the market data status of all customer subscribers. As per exchange requirements, without positively identifying customers as non-professional, the default market data status will be professional. The process will protect and maintain the correct market data status for all new subscribers. For a short guide on non-professional definitions, please see ibkb.interactivebrokers.com/article/2369.

Each question on the questionnaire must be answered in order to have a non-professional designation. As exchanges require positive confirmations of proof for non-professional designations, an incomplete or unclear Non-Professional Questionnaire will result in a Professional designation until the status can be confirmed. 

If the status should change, please contact the helpdesk.

Explanation of questions:

1)    Commercial & Business purposes

a)    Do you receive financial information (including news or price data concerning securities, commodities and other financial instruments) for your business or any other commercial entity?

Explanation: Are you receiving and using the market data for use on behalf of a company or other organization aside from using the data on this account for personal use?

b)    Are you conducting trading of any securities, commodities or forex for the benefit of a corporation, partnership, professional trust, professional investment club or other entity?

Explanation: Are you trading for yourself only or are you trading on behalf of an organization (Ltd, LLC, GmbH, Co., LLP, Corp.)?

c)    Have you entered into any agreement to (a) share the profit of your trading activities or (b) receive compensation for your trading activities?

Explanation: Are you being compensated to trade or are you sharing profits from your trading activities with a third party entity or individual?

d)    Are you receiving office space, and equipment or other benefits in exchange for your trading or work as a financial consultant to any person, firm or business entity?

Explanation: Are you being compensated in any way for your trading activity by a third party, not necessarily by being paid in currency.

2)    Act in a capacity

a)    Are you currently acting in any capacity as an investment adviser or broker dealer?

Explanation: Are you being compensated to manage third party assets or compensated to advise others on how to manage their assets?

b)    Are you engaged as an asset manager for securities, commodities or forex?         
 

Explanation: Are you being compensated to manage securities, commodities, or forex?

c)     Are you currently using this financial information in a business capacity or for managing your employer’s or company’s assets?

Explanation: Are you using data at all for a commercial purposes specifically to manage your employer and/or company assets?

d)    Are you using the capital of any other individual or entity in the conduct of your trading?

Explanation: Are there assets of any other entity in your account other than your own?

3)    Distribute, republish or provide data to any other party

a)    Are you distributing, redistributing, publishing, making available or otherwise providing any financial information from the service to any third party in any manner?

Explanation: Are you sending any data you receive from us to another party in any way, shape, or form?

4)    Qualified professional securities / futures trader

a)    Are you currently registered or qualified as a professional securities trader with any security agency, or with any commodities or futures contract market or investment adviser with any national or state exchange, regulatory authority, professional association or recognized professional body? i, ii
YES☐             NO☐

i) Examples of Regulatory bodies include, but are not limited to,

  • US Securities and Exchange Commission (SEC)
  • US Commodities Futures Trading Commission (CFTC)
  • UK Financial Service Authority (FSA)
  • Japanese Financial Service Agency (JFSA)

ii) Examples of Self-Regulatory Organization (SROs) include, but are not limited to:

  • US NYSE
  • US FINRA
  • Swiss VQF 

How to install the TWS API Components on Mac / Unix

NOTE: If you have already agreed to the API License Agreement please start at Step 3 below.

Instructions

  1. Click directly on the button below to access the API software download page. 
  2. This will direct you to Interactive Brokers API License Agreement, please review it.
  3. Once you have clicked "I Agree", refer to the Mac / Unix section to download the API Software for your o.s.
    API Software Download List
  1. This will download twsapi_macunix.n.m.zip to your computer.
    (where n and m are the major and minor version numbers respectively)
  2. Open Terminal (Ctrl+Alt+T on most distributions)
    (On Mac press Command+Space to launch Spotlight, then type terminal and press Return)
  3. Navigate to the directory where the installer has been downloaded (normally it should be the Download folder within your home folder) and confirm the file is present.

     $  cd ~/Downloads
     $  ls

  1. Unzip the contents the installer into your home folder with the following command (if prompted, enter your password):
    $  sudo unzip twsapi_macunix.n.m.zip -d $HOME/
    Installation directions Step 3 and Step 4
  2. To access the sample and source files, navigate to the IBJts directory and confirm the subfolders samples and source are present.
    $  cd ~/IBJts
    $  ls
    Installation directions Step 5
 

 

Legacy Instructions - API Version ≤ 9.71

Note: IB only offers API Version 9.72+. In the event you already have an existing legacy version and need to install it, please refer to the directions below:

  1. locate the file twsapi_macunix.n.m.jar on your computer.
    (where n and m are the major and minor version numbers respectively.)
  2. Open Terminal (Ctrl+Alt+T on most distributions)
    (On Mac press Command+Space to launch Spotlight, then type terminal and press Return)
  3. Navigate to the directory where the .jar file has been located (normally it should be the Download folder within your home folder) and confirm it is present.
    cd ~/Downloads
    $  ls
  4. Extract the contents of the .jar file into your home folder.
    $  jar xf twsapi_macunix.n.m.jar -d $ HOME/
  5. To access the sample and source files, navigate to the IBJts directory and confirm the subfolders samples and source are present.
    $  cd ~/IBJts
    $  ls
 
 

Additional Information 

You can as well refer to KB2222 for video instructions on installing the Legacy API Components on a Mac.

 

How to restore TWS settings from external storage

Overview: 

This article outlines the procedure for restoring TWS settings from an external location, example external hard drive, USB or other file location.

To restore TWS settings from an external source:

1. Log into TWS

2. Click on File and select Settings Recovery

Menu: File -> Settings Recovery                                     

3. Select Custom and click on Ok

Settings Recovery options                                                                                                                    

4. In the Look in field click on the drop down menu and select the directory where the TWS settings file is stored, example; If the file was located on the Desktop you would scroll to Desktop as shown below                                     Choose settings file location                                                              

5. Once you are in the directory containing the settings file,  select the settings file, example tws.xml and click on Open.

Enter settings filename

6.  In the Open settings confirmation window select Open without reporting problem

settings confirmation

 

See KB3146 for instructions on overcoming the "Downloading settings from server failed" error

See KB2320 for instructions on transferring settings from one user to another

See KB2282 for instructions on how to transfer settings from one computer to another

 

 

 

 

How to transfer TWS settings from on user to another

Overview: 

This process allows the TWS settings from one user to be exported and then imported to another user.

This article applies to:

  • Platform(s): Windows, Mac, Linux
  • TWS Build(s): 936 or later

To transfer settings from one user to another:
 

1. Log into TWS with the user whose settings you would like to export:

  •  Navigate to 'File' and select 'Save Settings As'

       File -> Save Settings As      

  • In the 'Save Settings As...' window, select the drop down arrow and choose a directory/location where you want to save the settings file, example; 'Desktop'.      

      Select Desktop

  • Provide the file name of your choosing and click on Save

2. Log into TWS with the user in which you would like the settings imported:

  • Once logged into the second user Navigate to 'File' and select 'settings recovery' or 'Open settings file'File -> Settings Recovery
  • Select 'Custom' and click on 'Ok'                                                    
    Choose custom
  • In the 'Look in' field select the drop down arrow and navigate to the directory of the settings file you saved from the first account.
  • Select the settings file and click on 'Open'
  • Select 'Open without reporting problem'

 

See KB2323 for instructions on how to restore TWS settings from external storage

See KB2282 for instructions on how to transfer settings from one computer to another.

See KB3146 for instructions on how to overcome the "Download settings from server failed" error

 

 

How to transfer TWS settings from one computer to another

Overview: 

 This article applies to:

  • Platform(s): Windows, Mac, Linux
  • TWS Build(s): Build 936 and Above

 

Background: 

Store settings on server allows clients the ability to store their Trader Workstation (TWS) settings/configuration on Interactive Brokers (IB) servers and retrieve them at anytime from another computer. This feature allows you to transfer settings from the same user on two different machines, but not between different accounts/users.

 
'Store' Settings on Server:

To transfer settings from one computer to another for the same username you will need to enable the option Use/store settings on server:

1. On the computer which currently has your settings, log in with the Use/store settings on server option unchecked on the login window

 TWS Login Screen

 2. Once you are logged in, enable this function:

  • If you are using the Classic layout, navigate to Edit >> Global Configuration >> Lock and Exit and check the box Use store settings on server
  • If you are using the Mosaic layout navigate to File >> Global Configuration >> Lock and Exit and check the box Use store settings on server

 Global Configurations Window

3.  Select Apply and OK.

4. Click on File -> Save Settings.

5. To Exit the application navigate to File and Exit.

IMPORTANT NOTE: The above operation will only save one copy of the TWS settings on the server. The serve does not store any backup copies.

 

'Use' Settings on Server:

On any computer (on which you want to use the same settings as above): Login with the Use/store settings on server option checked on the login window. This will download the settings, which you previously saved on our server.

 TWS Login Screen

 

 

See KB2323 for instructions on how to restore TWS settings from external storage

See KB2320 for instructions on transferring settings from one user to another

 

 

Welcome to Interactive Brokers

Overview: 

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
  2. Configure your account to trade
  3. How to trade
  4. Trade all over the World
  5. Five points to enrich your IB experience

 

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 InformationUsers guide
Requirements: How to install Java for WindowsHow to install Java for MAC / Port 4000 and 4001 needs to be open
Login TWSDownload 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 

 

When and how should I increase the memory allocation for TWS?

Overview: 
Java Virtual Machine memory allocation

The Trader Workstation is a Java-based application. As any other Java applications, it executes within a Java virtual machine (JVM) which manages the interactions between the program and the underlying Operating System (OS).

The memory (RAM) which is allocated by the operating system to the JVM constitutes the heap space. That is the area where all the class instances and arrays needed by the application are allocated. The heap space is created when the JVM is started and it is dynamically freed-up by the Garbage Collector (GC), the Java memory manager. When the need arises, the Garbage Collector is invoked to free up the heap space by unloading Java classes and other code structures no longer used by the application.

If the heap space is undersized, the Garbage Collector may not be able reclaim memory at the needed pace or may have to be called too often, draining the processor (CPU) resources. When this happens, the application may slow down, be unresponsive or even crash completely.

To ensure a smooth TWS run, it is therefore sometimes necessary to change the memory allocation, according to the layout complexity and the needs of the application itself.

Background: 
In which case I should change the TWS memory allocation?
If your TWS layout contains a considerable number of elements (Analytical/Trading Tools, Chart windows, News panels, Watchlists, Layout tabs...) and your platform is slow or poorly responsive, you may want to increase the memory allocation in order to achieve better performances. If your TWS freezes or crashes, we also recommend increasing the heap space as the first corrective action to attempt. 
 
How much memory should I allocate to TWS?
In general we recommend to start with a conservative memory allocation and test the TWS performances with that set up. If the performances improvement is less noticeable then expected or not yet satisfactory, you can switch gradually to higher values until you find the best fit for your platform.
Please consider the following:
  • The memory you allocate to the TWS has to be available on your system. For details, please see Note 1. Allocation values above 2048 are not supported by 32-bit OS. For details, please see Note 2. 
Considering the above, we suggest to initially reserve 1.5 GB of system RAM the TWS, as explained in the guide below.
This amount of free memory is usually available on any modern computer and should be a good fit for most of the cases. Should you still notice slowness, freezing or crashes during the TWS execution, you can raise the value to 1792.
In any case, we do not recommend to set the value above 2048 since this will produce an unnecessary overhead and may thus even decrease the overall performances of the application.

 

 
How can I change the memory allocation for the TWS?

Please follow one of the links below for the instructions, according to the Operating System and TWS release you are using

 
     Any Operating System
 
     B.1 Your Operating System is Windows      
     B.2 Your Operating System is Mac OS

 

 

 

A. TWS version 972 and higher

The steps below are valid for all Operating Systems
1) In the TWS, click on the top menu File (or Edit if you are using Classic TWS) and select Global Configuration...

2) On the left side menu of the Global Configuration panel, click on General

3) In the panel on the right side, in the Memory Allocation field, replace the existing value with 1536

4) Click on Apply and then on OK

5) Shut down the TWS

6) Launch the TWS with a double click on the Desktop shortcut Trader Workstation (Should you receive an error message, please see Note 3.
 

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B. TWS versions previous to 972

B.1 Your Operating System is Windows

1) Close TWS in case it is running

2) On your keyboard, press WIN+R (the WIN key is the key with the windows flag located on the left side of tour keyboard,  between the keys CTRL and ALT) 
3) Type C:\Jts\tws.vmoptions and Click OK
4) Should the system ask you which program to use to open the file, select Notepad and click OK
5) Cut the line -Xmx768m and paste it below the line ### Keep on update
6) Change then the value of the parameter Xmx from 768 to 1536
7) Save the changes by clicking on the top menu File --> Save
8) Close the file clicking on the X icon on the right side of the toolbar
9) Launch the TWS with a double click on the Desktop shortcut Trader Workstation (Should you receive an error message, please see Note 3.
 
 

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B.2 Your Operating System is Mac OS
 
1) Close the TWS if it is running
 
2) Use the Spotlight search (the magnifier glass on the top right of your Desktop) to find the file tws.vmoptions
Normally the file is located within the Jts folder (a subfolder of your home folder)

3) On the Spotlight results panel, click on tws.vmoptions to open it. Should the system ask you how to open this file, click Choose Application... select  a text editor (TextEdit, Smultron, TextWrangler...) of your choice and click Open
 
 
4) Locate the line -Xmx768m. Cut it and paste it below the line ### Keep on update
 
6) Modify the value 768 in to 1536
 
7) Save and close the file

8) Launch the TWS with a double click on the Desktop shortcut Trader Workstation (Should you receive an error message, please see Note 3.
 

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Notes

 

1. Available system RAM
In order to check the amount of available system RAM on your computer, you can:
 - on Windows: use the key combination CTRL+SHIFT+ESC to start the Task Manager, click on the tab Performance and look for the "Available" Physical Memory. This will tell you the amount of unoccupied RAM in MB (1024 MB = 1GB)
 
 
- on Mac OS: Open Finder, go to Application --> Utilities and open Terminal. In the terminal type the command:
sudo purge
and press Enter. The system may ask you to enter your Mac user password. Enter the password. Once the command has completed, type the following command:
top -l 1| grep PhysMem
The "unused" value will tell you the amount of unoccupied RAM in MB (1024M = 1GB)

 

 

 2. Limitations of 32-bit Operating Systems
Please notice that 32-bit Operating Systems can normally only address a maximum of 2 GB of RAM per process (see table below for details). Because of this OS architecture limitation, if you have a 32-bit OS, the maximum memory allocation for the TWS must not exceed 2048 Mb.

 

3. Error: "Could not create the Java Virtual Machine"
This error may be displayed upon TWS startup if you set the memory allocation to a value higher than the available RAM of your system or if you set it higher than 2048 on a 32-bit Opertaing System. To overcome the error, you would need to decrease the memory allocation to a lower value using this procedure
 

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