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Going Live with Interactive Brokers - Second Factor Authentication Issues

Hey all,

I am finally comfortable with a strategy that I am willing to go live with Interactive Brokers.

When trying to deploy, I get an error for Second Factor/Code Card Authentication:

 

Algorithm.Initialize() Error: InteractiveBrokersBrokerage.CheckIbAutomaterErrors(): A security dialog was detected for Second Factor/Code Card Authentication. Please opt out of the Secure Login System: Manage Account > Security > Secure Login System > SLS Opt Out

I know this is more of Interactive Brokers interface but I am unable to find a way to opt out on their end. Email sent to their support team... 

but if anyone knows a solution to this problem or can direct me to the proper place, that'd be awesome.

Thanks,

Marc

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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.


Hey Mark,
i general the steps are described here, but i would assume you also found this FAQ.
https://www.interactivebrokers.com/en/?f=30534&q=sls%20opt%20out
Also i check in my account and also cant find the option "Secure Login required for trading" under "Settings > User Settings > Secure Login System". This would mean one of the reasons mentioned under the link applies why you are not allowed to opt out.
Please let me know if support of IB was able to solve it for you!.
Good luck,
Bjorn

 

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IB have recently changed their interface this might be in a slightly

different location. I'll see if we can update that message and post the

findings here.
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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.


Both an email and a support ticket was sent on Interactive Brokers. I will also update when I learn anything.

Thanks

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Received the response below (bolded the aspects that I thought were important):

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Thank you for contacting Interactive Brokers.

Currently, SMS is set as the authentication method for username (marc46992). If you are not receiving the SMS security code while logging in then you can try using the Voice text option by clicking on [Didn't receive a security code?] and select [Voice] as your delivery method. You should get a voice call with the code. You should get a voice call with the code. You can refer to the steps on the following link: LINK../3396
Additionally, you can also try restarting the phone and check if you still do not get the SMS or voice call.

Please note that SMS is still considered as temporary authentication method. You can partially opt out of two factor authentication for trading from Client Portal only when you have permanent authentication method like IBKR Mobile app activated. However, it is mandatory to have two factor authentication for Client Portal. Hence, you will need to consider activating IBKR Mobile app for authentication as it is an integrated app with both trading and authentication components inbuilt.

The app can be activated directly on an Android or an IOS based smart phone at this point of time and post-activation it can be used for authentication. Once IBKR Mobile has been activated, you do not have to depend on SMS authentication. It will work regardless of the phone SIM card type or carrier and even if a SIM card is not present at all. It provides secured access to the account with seamless authentication via fingerprint or PIN. For more information about IBKR Mobile, please refer to the following knowledge base article: ibkr.info/article/2260
Once IBKR Mobile is activated, you can opt out of two factor authentication for trading from Client Portal. Here are the steps to partially opt out of Two Factor authentication on Client Portal: Click Settings > User Settings >Security > Secure Login System > Secure Login required for trading.> Check the radio button "I Only want to use my Secure Login Device When logging into Account Management." and click Continue.

You can find these steps on the following user guide: www.interactivebrokers.com/en/software/am3/am.htm#am/settings/slsoptout.htm

(Pcnpj - the link above states: "We offer a partial opt-out only. Once you partially opt out, a Secure Login device is required to log into Account Management only. You will be able to use your username and password without a security device to log into any of our trading platforms.")

Should you need further assistance, please feel free to contact us.

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I have followed the steps and I attempted to reploy but I am receiving the same error.

Any thoughts or advice?

 

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After steps above, redeploying the algorithm replaced the SMS authentication with the IBKR app authentication.

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I think IB separates their portal from API client applications (or used

to). You always need 2FA for the portal, but we're seeking them to

partially disable it for consumers logging into the account via API.



I'll poke around the new UX today and see if that option still remains.
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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.


With that clarification, I think my opt out wasn't being set correctly the first time by IB. I changed the settings back to default and back to opt out.

It seems to be working now (thanks), because now I am getting a different error:

During the algorithm initialization, the following exception has occurred: Error connecting to brokerage: InteractiveBrokersBrokerage.Connect(): Operation took longer than 15 seconds.. This may be caused by incorrect login credentials or an unsupported account type.InteractiveBrokersBrokerage.Connect(): Operation took longer than 15 seconds.(Open Stacktrace)

I will look into fixing this error when I get the time. I'll post a separate thread if I continue to have trouble. 

Many thanks all.

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I get a mobile app authentication, which I confirm.  Then I subsequently receive this timeout message below.  Any help resolving this would be greatly appreciated!

 

CheckIbAutomaterError(): TwoFactorConfirmationTimeout - The two factor authentication request timed out. The request must be confirmed within 3 minutes

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Hi Micah, we only support live trading via tickets in private support. Please submit your live issue with live logs attached so we can debug. 

We only support "Seamless Authentication 2FA", and partial-opt out login modes. Presumably, you're using Seamless which should work but it's impossible to assist further without live logs. 

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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.


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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by QuantConnect. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. QuantConnect makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances. All investments involve risk, including loss of principal. You should consult with an investment professional before making any investment decisions.


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