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(SMA)",{"request_context":23,"type":24,"id":1090,"faq_id":1090,"timestamp":1001,"cir_id":26},{"id":1094,"title":1095,"topics":1096,"feedback_context":1195},"74591052","Trader Workstation (TWS)",[1097,1101,1134,1171,1175,1179,1183,1187,1191],{"id":1098,"title":1099,"feedback_context":1100},"30140774","Access",{"request_context":23,"type":24,"id":1098,"faq_id":1098,"timestamp":1001,"cir_id":26},{"id":1102,"title":1103,"topics":1104,"feedback_context":1133},"71862488","Activity and Market Monitoring",[1105,1109,1113,1117,1121,1125,1129],{"id":1106,"title":1107,"feedback_context":1108},"30134063","Account Window",{"request_context":23,"type":24,"id":1106,"faq_id":1106,"timestamp":640,"cir_id":26},{"id":1110,"title":1111,"feedback_context":1112},"25473843","Charts",{"request_context":23,"type":24,"id":1110,"faq_id":1110,"timestamp":1001,"cir_id":26},{"id":1114,"title":1115,"feedback_context":1116},"71862495","Market Scanner, News and 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Tools",[1138,1142,1146,1150,1154,1158,1162,1166],{"id":1139,"title":1140,"feedback_context":1141},"71862533","BasketTrader",{"request_context":23,"type":24,"id":1139,"faq_id":1139,"timestamp":1001,"cir_id":26},{"id":1143,"title":1144,"feedback_context":1145},"71862535","BookTrader",{"request_context":23,"type":24,"id":1143,"faq_id":1143,"timestamp":1001,"cir_id":26},{"id":1147,"title":1148,"feedback_context":1149},"107121310","OptionTrader",{"request_context":23,"type":24,"id":1147,"faq_id":1147,"timestamp":1001,"cir_id":26},{"id":1151,"title":1152,"feedback_context":1153},"71862544","Other Tools",{"request_context":23,"type":24,"id":1151,"faq_id":1151,"timestamp":1001,"cir_id":26},{"id":1155,"title":1156,"feedback_context":1157},"71862542","Risk Navigator",{"request_context":23,"type":24,"id":1155,"faq_id":1155,"timestamp":1001,"cir_id":26},{"id":1159,"title":1160,"feedback_context":1161},"103826172","Stock\u002FETF Benchmarker",{"request_context":23,"type":24,"id":1159,"faq_id":1159,"timestamp":1001,"cir_id":26},{"id":1163,"title":1164,"feedback_context":1165},"71862538","Strategy Builder",{"request_context":23,"type":24,"id":1163,"faq_id":1163,"timestamp":1001,"cir_id":26},{"id":1167,"title":1168,"feedback_context":1169},"101410197","Tax Optimizer",{"request_context":23,"type":24,"id":1167,"faq_id":1167,"timestamp":1001,"cir_id":26},{"request_context":23,"type":24,"id":1135,"faq_id":1135,"timestamp":1001,"cir_id":26},{"id":1172,"title":1173,"feedback_context":1174},"30140651","Configuration",{"request_context":23,"type":24,"id":1172,"faq_id":1172,"timestamp":1001,"cir_id":26},{"id":1176,"title":1177,"feedback_context":1178},"38438673","Ninja Trader Integration",{"request_context":23,"type":24,"id":1176,"faq_id":1176,"timestamp":1001,"cir_id":26},{"id":1180,"title":1181,"feedback_context":1182},"30140697","Order Submission",{"request_context":23,"type":24,"id":1180,"faq_id":1180,"timestamp":1001,"cir_id":26},{"id":1184,"title":1185,"feedback_context":1186},"30140740","Order Types",{"request_context":23,"type":24,"id":1184,"faq_id":1184,"timestamp":1001,"cir_id":26},{"id":1188,"title":1189,"feedback_context":1190},"452822890","Custom Indexing",{"request_context":23,"type":24,"id":1188,"faq_id":1188,"timestamp":1001,"cir_id":26},{"id":1192,"title":1193,"feedback_context":1194},"340009115","Advanced Charts",{"request_context":23,"type":24,"id":1192,"faq_id":1192,"timestamp":1001,"cir_id":26},{"request_context":23,"type":24,"id":1094,"faq_id":1094,"timestamp":1001,"cir_id":26},{"request_context":23,"type":24,"id":985,"faq_id":985,"timestamp":992,"cir_id":26},{"request_context":23,"type":295,"id":629,"faq_id":629,"timestamp":308,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1200,"server_version":1201,"session_id":1202,"id":1203,"question":1204,"answer":1205,"navigation":1206,"short_description":1217,"similars":1218,"feedback_context":1256,"slug":1258},"FAQ_BROWSER_CONTENT","Jibotsrv3;2069400184","b7717e37-14d6-41b1-b53a-fb2dba3315e5","1169379792","Troubleshooting client portal login failures","\u003Cp>If you are unable to resolve your account access issue from the information above, please contact your local Client Services 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 Client Services Centers, contact numbers and hours of operations may be found \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Findividuals.php\">here\u003C\u002Fa>.\u003C\u002Fp>\u003Cp>Receiving “Invalid user name password combination” message.\u003C\u002Fp>\u003Cul>\u003Cli>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.\u003C\u002Fli>\u003Cli>IMPORTANT SECURITY NOTICE: If an account experiences 10 consecutive failed Client Portal 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.\u003C\u002Fli>\u003Cli>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 \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Findividuals.php\">Client Services Center\u003C\u002Fa> 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.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Receiving “Login failed” message upon entering security device values\u003C\u002Fp>\u003Cul>\u003Cli>If operating with a temporary passcode, note that alpha characters are case sensitive and are required to be input in upper case format\u003C\u002Fli>\u003Cli>If operating a security card or electronic device, note that there are no spaces between characters\u003C\u002Fli>\u003C\u002Ful>\u003Cp>I have forgotten my user name and\u002For password\u003C\u002Fp>\u003Cul>\u003Cli>For security purposes, all requests for assistance with a user name and\u002For 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 \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Findividuals.php\">Client Services Center\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>I am temporarily without possession of my security device\u003C\u002Fp>\u003Cul>\u003Cli>If you are temporarily without possession of your security device, interim access may be provided by contacting your regional Client Services Center via telephone where, once your identity has been verified, you will be provided with a temporary passcode.\u003C\u002Fli>\u003Cli>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 Client Portal 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 Client Portal and print out the on-line security card which will operate as a replacement to your security device for up to 3 weeks.\u003C\u002Fli>\u003Cli>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 Client Portal and select the menu option to re-activate your security device.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>My security device has been lost or damaged\u003C\u002Fp>\u003Cul>\u003Cli>In the case of a lost or damaged security device, you will need to contact our \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Findividuals.php\">Client Services Center\u003C\u002Fa> 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 Client Portal access.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>I have been issued a temporary passcode which has expired\u003C\u002Fp>\u003Cul>\u003Cli>The temporary passcode is intended to provide full access to both Client Portal 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 Client Portal for an additional period of 10 days. The Client Portal access, however, is limited solely for the purpose of printing or saving the on-line security card.\u003C\u002Fli>\u003Cli>If your window of access to Client Portal using the temporary passcode remains, you may print or save the on-line security card through which full access to both Client Portal and the trading platforms is provided for a period of 21 days. If you are unable to log into Client Portal, you will need to contact your regional \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Findividuals.php\">Client Services Center\u003C\u002Fa> for assistance.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>I have been issued an online security card which has expired\u003C\u002Fp>\u003Cul>\u003Cli>The on-line security card is intended to provide full access to both Client Portal 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.\u003C\u002Fli>\u003Cli>If you are unable to log in using the on-line security card, you will need to contact your regional \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Findividuals.php\">Client Services Center\u003C\u002Fa> for assistance and to provide information as to the status of your permanent security device.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>I am awaiting delivery of my physical security device and can now no longer log into my account\u003C\u002Fp>\u003Cul>\u003Cli>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 is important to note that the permanent devices are set to automatically activate after a set time frame 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.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>I am able to log into Client Portal with my temporary passcode but not the trading platform.\u003C\u002Fp>\u003Cul>\u003Cli>If your window of access to Client Portal using the temporary passcode remains, you may print or save the on-line security card through which full access to both Client Portal and the trading platforms is provided for a period of 21 days.\u003C\u002Fli>\u003Cli>If you are unable to log into Client Portal, you will need to contact your regional \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Findividuals.php\">Client Services Center\u003C\u002Fa> for assistance.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>I am in possession of my security device and wish to activate it.\u003C\u002Fp>\u003Cul>\u003Cli>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 Client Portal and select the reactivate security device menu option. Once reactivated, neither the temporary passcode nor on-line security card will remain operable.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Receiving “BAD CHARACTER” message after entering my user name.\u003C\u002Fp>\u003Cul>\u003Cli>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.).\u003C\u002Fli>\u003C\u002Ful>",[1207,1213,1215],{"id":629,"title":630,"feedback_context":1208},{"request_context":1209,"type":1210,"id":629,"faq_id":629,"timestamp":1211,"cir_id":1212},"faq-browser-public,faq-browser-1:Jibotsrv3-4c3daa06-b25c-482e-be81-b32f7dce2e10","FAQ_NAVIGATION",1794551251087,"9d02188c-9455-4d8c-8f83-38238a9174ee",{"id":968,"title":969,"feedback_context":1214},{"request_context":1209,"type":1210,"id":968,"faq_id":968,"timestamp":1211,"cir_id":1212},{"id":980,"title":981,"feedback_context":1216},{"request_context":1209,"type":1210,"id":980,"faq_id":980,"timestamp":1211,"cir_id":1212},"\u003Cp>If you are unable to resolve your account access issue from the information above, please contact your local Client Services 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 Client Services Centers, contact numbers and hours of operations may be found…\u003C\u002Fp>",[1219,1232,1240,1248],{"id":1220,"title":1221,"feedback_context":1222,"short_description":1225,"source":1226,"slug":1231},"89977367","Why did I receive a notice of an unconfirmed position transfer?",{"request_context":1209,"type":1223,"id":1220,"faq_id":1220,"timestamp":1224,"cir_id":1212},"FAQ_SIMILAR",1794551251111,"\u003Cp>A \"notice of unconfirmed position transfer\" message is sent to you if IBKR received a delivery of securities to your account for which you have not created an inbound transfer request in Client Portal to notify us about the expected delivery.\u003C\u002Fp>\u003Cp>There is nothing for you to do if you expected to receive those securities (quantity and security identifier must be accurate). However, if you did not expect the delivery of those securities you must contact Interactive Brokers immediately to reverse the transaction through the Message Center. From the…\u003C\u002Fp>",{"id":1227,"title":1228,"link":1229,"sourceType":1230},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=89977367","FAQ","did-receive-notice-unconfirmed-position-89977367",{"id":1233,"title":1234,"feedback_context":1235,"short_description":1236,"source":1237,"slug":1239},"30115331","How do I opt out of the Secure Login System?",{"request_context":1209,"type":1223,"id":1233,"faq_id":1233,"timestamp":1224,"cir_id":1212},"\u003Cp>For security reasons, IBKR does not allow the ability to disable the Secure Login System for Client Portal access or for the trading platforms…\u003C\u002Fp>",{"id":1227,"title":1228,"link":1238,"sourceType":1230},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=30115331","opt-out-secure-login-system-30115331",{"id":1241,"title":1242,"feedback_context":1243,"short_description":1244,"source":1245,"slug":1247},"1136195828","How can I request a replacement secure login device or temporary security code?",{"request_context":1209,"type":1223,"id":1241,"faq_id":1241,"timestamp":1224,"cir_id":1212},"\u003Cp>We are committed to protecting your account and your account assets from fraudulent practices. The Secure Login System provides an extra layer of security to your account. For security purposes, all replacement security device requests must be addressed via telephone and only after the identity of the named account holder or authorized user has been verbally verified. For assistance in accessing your account immediately and obtaining a replacement security device, please contact Client Services via telephone to restore login access…\u003C\u002Fp>",{"id":1227,"title":1228,"link":1246,"sourceType":1230},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1136195828","request-replacement-secure-login-device-1136195828",{"id":1249,"title":1250,"feedback_context":1251,"short_description":1252,"source":1253,"slug":1255},"83246677","How do I request that my personal information be deleted?",{"request_context":1209,"type":1223,"id":1249,"faq_id":1249,"timestamp":1224,"cir_id":1212},"\u003Cp>Per GDPR, EU clients may request that their personal information be deleted. To submit this request, call IBKR Client Services or login to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong> and send a message to IBKR Client Services requesting that your personal information be deleted. If you are unable to login to Client Portal, you may also send us an inquiry through the Contact Us page of our website with your name and account number included. Your request will then be sent to our Data Protection Officer…\u003C\u002Fp>",{"id":1227,"title":1228,"link":1254,"sourceType":1230},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=83246677","request-that-personal-information-deleted-83246677",{"request_context":1209,"type":1257,"id":1203,"faq_id":1203,"timestamp":1211,"cir_id":1212},"FAQ_CONTENT","troubleshooting-client-portal-login-failures-1169379792"]