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Secure Login System Functions

If you are an existing customer and are not enrolled in the Secure Login System, or have opted out of the program in the past and now want to enroll, you can use the Secure Login System page to apply for an IB security device.

Use the Activate/Request Security Device page in Account Management as follows:

• Apply for a security device.
• Activate your security device.
• Share your security device.
• Request a temporary digital security device.
• Request/upgrade a physical security device.

Who can access the Security Device page?

You can access this page if you are a(n):

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client
• Advisor Master User
• Advisor Client
• Proprietary Trading Group Master User
• Proprietary Trading Group Sub User
• Broker Master User (master account only)
• Broker Fully Disclosed Client
• Investment Manager Master User
• Fund

To apply for a Security Device in the Secure Login System

1. Click Settings > User Settings >Security > Secure Login System > Security Device. The Request Security Device page appears by default.

2. Do one of the following:

• Select the first option to enroll into the IB Key authenticator application.
• Select the second option if you do not want to use IB Key.
• Select the third option if you have a security device with a different username.
  
  After you receive the security device, log into Account Management, click Settings > Security > Secure Login System > Security Deviceand follow the instructions on the screen to activate your security device.

To activate your Security Device in Account Management

1. Click Settings > User Settings >Security > Secure Login System . The Secure Login System page appears by default.

2. Click the Activate button next to the Secure Login Device you want to activate.
3. Follow the instructions on the screen to complete the activation process.

You have 14 days from the day we mail you your Security Device to activate the device in Account Management. After 14 days, you are required to use the device to log into Account Management and Trader Workstation. If you receive the device before 14 days, you can access Account Management and our desktop trading platform without using the device until you activate it or until 14 days have passed. Once you activate the device, you must use it to log into Account Management and our desktop trading platform.

You will be asked to follow a series of steps which require that you supply information sent to you upon subscription to confirm your identity and register your personal device. In addition, depending upon the type of device provided you may be required to create a Personal Identification Number and perform a test login to verify possession of the device.

Once your device has been activated, each login attempt to either Account Management or Trader Workstation will require the two authentication factors – your user name and password combination and the security code generated by your device.

To Request A Temporary Virtual Device

1. Click Settings > User Settings >Security > Secure Login System . The Secure Login System page appears by default.
2. Click Request Online (Temporary) Security Code Card.



The Online Security Code Card appears.

3. Print the image of the virtual device and keep it to authenticate your account.



4. Click Continue.
5. Use the virtual security device by matching the challenge code on the screen to the corresponding number on the Online Security Code Card.



6. A confirmation screen will appear. Click Ok.

To share your Security Device

1. Click Settings > User Settings >Security > Secure Login System . The Secure Login System page appears by default.

2. Click Share Device .

3. Enter the username and password of the user with whom you want to share the security device in the fields provided.

• As noted on the page, the security device that you want to share must be of equal or greater security strength than the requesting user’s current security device.
• Please note that for some customers, review and approval by our staff will be required prior to processing your request.

3. Click CONTINUEto submit your request.

To Request a Physical Device

1. Click Request Physical Device.



2. Click Change Address if you need to update the shipping address.
3. Review your request then click Continue to confirm.
4. Requests sent by 9:30 AM local time will be shipped the same day.

If You Choose Not to Participate in the Secure Login System

If you choose not to participate in the Secure Login System, be aware of the following:

• We will not compensate you or credit your account in the event it is compromised by hackers or identity thieves
• You can only withdraw a maximum of 50,000 USD in any one day.
• You must wait 10 days to wire funds from your account after any change to the banking instructions for your account, and you must wait 10 days to withdraw funds by check after any change to your address information.
• Under the Customer Agreement, customers are responsible for all transactions initiated using their user name and password.

If you choose not to participate in the Secure Login System, you are required to sign a Notice and Acknowledgement agreement confirming your understanding and agreement with these terms (this is the Opt Out Form described earlier in this topic). You do this electronically in Account Management or by contacting Customer Service.