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Solution\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>We can send you Reports using the sFTP (Secure FTP) protocol on TCP port 22.\u003C\u002Fli>\u003Cli>sFTP is a network protocol that utilizes SSH (Secure Shell) for the transfer, management, and access of files through an encrypted data stream.\u003C\u002Fli>\u003Cli>Key based authentication is required. You will authenticate against our sFTP server through a unique through a unique RSA\u002FECDSA\u002FEDDSA public\u002Fprivate key pair, generated directly by you. We will use only your public key as authentication method for our sFTP server. Since the two keys are mathematically linked, only the private key holder (you) will be able to access the data.\u003C\u002Fli>\u003Cli>PGP encryption is optional.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Email with PGP (Pretty Good Privacy) Encryption\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>We can encrypt your Reports using PGP (Pretty Good Privacy) certificates and send you those reports via email.\u003C\u002Fli>\u003Cli>PGP encryption is optional but recommended. If you opt to receive your Reports via email without encryption, any account sensitive data will be masked.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Plain sFTP with PGP (Pretty Good Privacy) Encryption\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>We can send you Reports using the regular sFTP protocol on TCP port 21.\u003C\u002Fli>\u003Cli>PGP encryption is required. We can encrypt your Reports using PGP (Pretty Good Privacy) certificates.\u003C\u002Fli>\u003Cli>PGP encryption is based on a private\u002Fpublic key pair, which is unique and generated directly by you. We will use only your public key to encrypt your Reports. Since the two keys are mathematically linked, only the private key holder (you) will be able to decrypt the files.\u003C\u002Fli>\u003Cli>To start the process, please select one of the corresponding options below, according to the way you wish to access your Reports:\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Chr\u002F>\n\n\u003Ch3>Report Delivery Methods\u003C\u002Fh3>\u003Cp>\u003Cstrong>Option One\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>I want to receive my Reports via Secure FTP (sFTP)\u003C\u002Fp>\u003Ch4>When electing to receive your Reports through our hosted sFTP, please follow the steps below:\u003C\u002Fh4>\n\u003Col start=\"1\">\u003Cli>Install a sFTP application. There are many free sFTP application suites that can be used, like \u003Ca href=\"https:\u002F\u002Ffilezilla-project.org\u002F\">FileZilla\u003C\u002Fa> or \u003Ca href=\"https:\u002F\u002Fwinscp.net\u002Feng\u002Findex.php\">WinSCP\u003C\u002Fa>.\u003C\u002Fli>\u003Cli>Generate a RSA\u002FECDSA\u002FEDDSA public\u002Fprivate key pair. Please follow the procedure below, according to the Operating System you use:\u003C\u002Fli>\u003C\u002Fol>\n\n\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4407.htm\">Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Fgenerate-rsa-key-pair-macos.htm\">macOS\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Fhow-to-set-up-sftp-on-linux.htm\">Linux\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>     3. Open a Web Ticket (via Client Portal → Message Center) as follows\u003C\u002Fp>\u003Cul>\u003Cli>Write \"\u003Cem>Attn. File Delivery Team\u003C\u002Fem>\" in the subject\u003C\u002Fli>\u003Cli>Describe briefly your request in the message body (e.g. \u003Cem>I want to receive my Reports via Secure FTP (sFTP)\u003C\u002Fem>)\u003C\u002Fli>\u003Cli>Paste the content (the alphanumeric string) of your PGP public key file in the message body\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Alternatively, you can provide these same elements listed above via email to the \u003Ca href=\"mailto:filedelivery@interactivebrokers.com\">File Delivery Team\u003C\u002Fa>. Include the last 4 digits of your Account number in the email subject.\u003C\u002Fp>\u003Cp>We will not accept your public key if you have included as well your private key. Please be sure to send us \u003Cstrong>only\u003C\u002Fstrong> the public part of the key pair.\u003C\u002Fp>\u003Cp>    4. We will notify you once your sFTP site has been set up. Then you can proceed to the next step (5.)\u003C\u002Fp>\u003Cp>    5. Set your RSA\u002FECDSA\u002FEDDSA key pair as authentication method for your sFTP client. Please follow the procedure below according to the Operating System you use:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4409.htm\">Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4410.htm\">macOS\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Fhow-to-set-up-sftp-on-linux.htm\">Linux\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Option Two\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>I want to receive my Reports via email with PGP encryption.\u003C\u002Fp>\u003Cp>When electing to receive emails that contain encrypted data from us, please follow the steps below:\u003C\u002Fp>\u003Cp>    1. Generate a PGP key pair in order to decrypt the files. Please follow the procedure below according to the Operating System you use:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-3968.htm\">Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4205.htm\">macOS\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>    2. Open a Web Ticket (via Client Portal → Message Center) as follows:\u003C\u002Fp>\u003Cul>\u003Cli>Write \"\u003Cem>Attn. File Delivery Team\u003C\u002Fem>\" in the subject\u003C\u002Fli>\u003Cli>Describe briefly your request in the message body (e.g. \u003Cem>I want to receive my Reports via email with PGP encryption\u003C\u002Fem>)\u003C\u002Fli>\u003Cli>Paste the content (the alphanumeric string) of your PGP public key file in the message body\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Alternatively, you can send an email to the \u003Ca href=\"mailto:filedelivery@interactivebrokers.com\">File Delivery Team\u003C\u002Fa>. Include the last 4 digits of your Account number in the email subject and attach your PGP public key.\u003C\u002Fp>\u003Cp>We will not accept your public key if you have included as well your private key. Please be sure to send us \u003Cstrong>only\u003C\u002Fstrong> the public part of the key pair.\u003C\u002Fp>\u003Cp>    3. We will notify you once your public key was imported on our systems. You can then enable the encryption for email file delivery from your Client Portal and proceed to the next step (4.)\u003C\u002Fp>\u003Cp>    4. Use your PGP key pair to decrypt the emails with the encrypted attachment\u002Fs. Please follow the procedure below according to the Operating System you use:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4108.htm\">Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4210.htm\">macOS\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Option Three\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>I want to receive my Reports via FTP with PGP encryption.\u003C\u002Fp>\u003Cp>When electing to receive your Reports through our hosted sFTP, please follow the steps below:\u003C\u002Fp>\u003Cp>     1.Generate a PGP key pair in order to decrypt the files. Please follow the procedure below according to the Operating System you use:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-3968.htm\">Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4205.htm\">macOS\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>    2. Open a Web Ticket (via Client Portal → Message Center) as follows:\u003C\u002Fp>\u003Cul>\u003Cli>Write \"\u003Cem>Attn. File Delivery Team\u003C\u002Fem>\" in the subject\u003C\u002Fli>\u003Cli>Describe briefly your request in the message body (e.g. \u003Cem>I want to receive my Reports via FTP with PGP encryption\u003C\u002Fem>)\u003C\u002Fli>\u003Cli>Paste the content (the alphanumeric string) of your PGP public key file in the message body\u003C\u002Fli>\u003C\u002Ful>\u003Cp> Alternatively, you can provide these same elements listed above via email to the \u003Ca href=\"mailto:filedelivery@interactivebrokers.com\">File Delivery Team\u003C\u002Fa>. Include the last 4 digits of your Account number in the email subject.\u003C\u002Fp>\u003Cp> We will not accept your public key if you have included as well your private key. Please be sure to send us \u003Cstrong>only\u003C\u002Fstrong> the public part of the key pair.\u003C\u002Fp>\u003Cp>    3.  We will notify you once your public key has been imported on our systems. You can then enable the encryption for sFTP file delivery from your Client Portal and proceed to the next step (4.)\u003C\u002Fp>\u003Cp>    4. Access our sFTP site and use your PGP key pair to decrypt the files you receive. Please follow the procedure below according to the Operating System you use:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4578.htm\">Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4580.htm\">macOS\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Chr\u002F>\n\n\u003Ch4>Additional Information\u003C\u002Fh4>\n\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-3842.htm\">Using PGP\u002FRSA encryption keys to guarantee the privacy and security of your Reports\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-3968.htm\">Generate a key pair using GPG for Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4205.htm\">Generate a key pair using GPG Suite on macOS\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4210.htm\">Decrypt your Reports using GPG for Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4210.htm\">Decrypting Reports using your PGP Key pair on macOS\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4407.htm\">Generate RSA Key Pair on Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Fgenerate-rsa-key-pair-macos.htm\">Generate RSA Key Pair on macOS\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4578.htm\">How to Access your Reports using sFTP on Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4580.htm\">How to Access your Reports using sFTP on MacOS\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4409.htm\">How to set up sFTP for using Certificate Authentication on Windows\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4410.htm\">How to set up sFTP for using Certificate Authentication on macOS\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4411.htm\">How to backup your PGP public\u002Fprivate Key pair\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fkb\u002Fen-us\u002Farticle-4323.htm\">How to transfer your PGP public\u002Fprivate key pair from one computer to another\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1206,1212],{"id":504,"title":505,"feedback_context":1207},{"request_context":1208,"type":1209,"id":504,"faq_id":504,"timestamp":1210,"cir_id":1211},"faq-browser-public,faq-browser-1:JFaqHTTP6-5d037730-cbf7-4aed-9cac-e0cec690fc1e","FAQ_NAVIGATION",1794539176319,"80766855-ecd5-4e1d-a102-c9aba31cf72d",{"id":508,"title":509,"feedback_context":1213},{"request_context":1208,"type":1209,"id":508,"faq_id":508,"timestamp":1210,"cir_id":1211},"\u003Cp>In order to ensure the privacy and security of your Reports and Statements, we offer the following file delivery options:\u003C\u002Fp>\u003Cp>\u003Cstrong>sFTP (Secure FTP) - Recommended Solution\u003C\u002Fstrong>…\u003C\u002Fp>",[1216,1229,1237,1245],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223,"slug":1228},"30120498","How do I file a complaint?",{"request_context":1208,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1211},"FAQ_SIMILAR",1794539176353,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=NEW_TICKET\">SEND TICKET TO CLIENT SERVICES\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Clients may file a complaint with Interactive Brokers by creating a ticket through Client Portal:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=30120498","FAQ","file-complaint-30120498",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1233,"source":1234,"slug":1236},"1128476590","PIN guidelines",{"request_context":1208,"type":1220,"id":1230,"faq_id":1230,"timestamp":1221,"cir_id":1211},"\u003Cp>The IB Key PIN protects your security app from unauthorized access and we would recommend taking a moment to set a secure sequence of characters for it by following the guidelines below:\u003C\u002Fp>\u003Cul>\u003Cli>Do not use your own date of birth.\u003C\u002Fli>\u003Cli>Do not use the date of birth of your children or any other immediate family member…\u003C\u002Fli>\u003C\u002Ful>",{"id":1224,"title":1225,"link":1235,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1128476590","pin-guidelines-1128476590",{"id":1238,"title":1239,"feedback_context":1240,"short_description":1241,"source":1242,"slug":1244},"103832448","How do I connect my IBKR account to Sharesight?",{"request_context":1208,"type":1220,"id":1238,"faq_id":1238,"timestamp":1221,"cir_id":1211},"\u003Cp>The following steps are required to integrate your account to Sharesight for purposes of using their portfolio tracker software:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Send an email request to: \u003Ca href=\"mailto:reportingintegration@interactivebrokers.com\">reportingintegration@interactivebrokers.com\u003C\u002Fa>…\u003C\u002Fli>\u003C\u002Fol>",{"id":1224,"title":1225,"link":1243,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=103832448","connect-ibkr-account-sharesight-103832448",{"id":1246,"title":1247,"feedback_context":1248,"short_description":1249,"source":1250,"slug":1252},"118734811","Can I receive encrypted PortfolioAnalyst reports via sFTP?",{"request_context":1208,"type":1220,"id":1246,"faq_id":1246,"timestamp":1221,"cir_id":1211},"\u003Cp>Encryption is available by request only and applies to both email and sFTP delivery. You must first create your own PGP Key and \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=NEW_TICKET\">provide your Public PGP Key to IBKR Client Services\u003C\u002Fa> to enable statement encryption…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1251,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=118734811","receive-encrypted-portfolioanalyst-reports-via-118734811",{"request_context":1208,"type":1254,"id":1202,"faq_id":1202,"timestamp":1210,"cir_id":1211},"FAQ_CONTENT","using-pgp-rsa-encryption-keys-1128473669"]