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Getting Started with IBKR Mobile on the iPhone®

Lesson 1 of 9

Duration 3:43
Level Beginner

Capital you invest is at risk.

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IBKR Mobile provides an intuitive and easy-to-navigate interface for investors to access their trading account, configure two-factor authentication and monitor their account all from their mobile device. In this lesson we will review:

  1. How to download IBKR Mobile on the iPhone
  2. Navigating the app and
  3. Configuring app settings

Downloading the IBKR Mobile app

Investors can download the IBKR Mobile app on their iPhone from the Apple App Store. In the App Store, search for IBKR Mobile and tap GET. Interactive Brokers’ offers additional trading apps, including GlobalTrader and IMPACT. This course will review the IBKR Mobile app but for further information on GlobalTrader or the IMPACT app, please see the dedicated Traders’ Academy courses.

Once installation is complete, tap OPEN to launch the IBKR Mobile app or locate the app in the iPhone App Library.

Navigating the IBKR Mobile app

The initial page of the app provides investors with two buttons:

  • Sign Up
  • I Have an Account

The bottom of the login page contains options for IB Key Authentication and Banking, which we will cover in later lessons. Investors can toggle on Paper Trading to login to their simulated paper trading account.

At the top of the screen, the investor enters their username and password and taps the login button. Along the bottom of the app is a menu bar with icons for Portfolio, Watchlist, Trade, Account, and More. The investor can tap any of these icons to switch between pages. We will go into further detail on these pages in later lessons. 

Configuring App Settings

To configure app settings, the investor taps More, scrolls down, and taps Settings. A list will appear with Account Settings, Trading Settings, Display, Notifications, Security, Localization, and Advanced.

Account Settings will allow the invest to edit their profile, change their password, subscribe to live market data, and manage trading permissions.

Trading Settings allows investors to set trading presets for default orders by product class.

Display allows the investor to choose between light and dark mode, and enable or disable additional general configuration.

Notifications allows investors to manage and create alerts and delivery settings.

Security gives investors the option to enable Remember My Username, Auto-Reconnect, Read-Only Access, Privacy Mode, SSL, and use Two-Factor Authentication.

Localization provides options for color localization as well as language settings and display positions in base currency.

Advanced Settings is used to upload diagnostics in the event the investor needs to provide logs to our technical assistance team.

In later lessons we will review trading, monitoring the portfolio, creating watchlists, configuring two-factor authentication through IB Key, and more.

Join The Conversation

If you have a general question, it may already be covered in our FAQs page. go to: IBKR Ireland FAQs or IBKR U.K. FAQs. If you have an account-specific question or concern, please reach out to Client Services: IBKR Ireland or IBKR U.K..

16 thoughts on “Getting Started with IBKR Mobile on the iPhone®”

  • Paul

    I don’t receive the app authentication no. Why is that?

  • Gregory Micoletti

    I am unable to link my checking account. When I put in my login credentials I am asked for a passcode. What passcode? I don’t get a text or an email or anything. What am I supposed to put there?

    • Interactive Brokers

      Thank you for contacting IBKR on IBKR Campus EU. To address your concern/inquiry, we need a few more details about the situation and your account; unfortunately, social media is not a secure channel to share this information. We kindly ask that you contact our Client Services team for further assistance via web ticket, live chat, or phone call using the link below. We appreciate your understanding. https://spr.ly/CSCampusEU

  • Anonymous

    As a Singapore user and resident, do I need to add any inheritance beneficiary?

    • Interactive Brokers

      Hello, thank you for asking. Only US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts can access the Account Inheritance page. From the Account Inheritance page which US-based Individual accounts and Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety can set up a Transfer on Death and Individual IRA Accounts can add beneficiaries. Accounts not eligible to designate a beneficiary can consider adding a Trusted Contact Person. Please review this FAQ for more information: https://www.interactivebrokers.com/faq?id=30137750
      We hope this helps!

  • Anonymous

    Do I need to convert US dollars to HK currency to buy HK stocks?

    • Interactive Brokers

      Thank you for asking. Cash accounts must maintain a positive balance. In order to trade a foreign security, you must deposit or convert funds to the desired security’s currency, and the trade can be placed once the funds settle. For instance, if you carry Euros in your account and want to trade a stock on an American stock exchange, you will need settled USD funds. Please note that forex settlement generally takes place one business day following the sale transaction (Trade Date plus one business day: T+1).

      Margin accounts allow you to trade without waiting for cash to settle or converting currencies. However, it is required that you meet the margin requirement in your account. Failure to meet these requirements will result in becoming subject to liquidation of assets to bring the account back into margin compliance. We hope this helps!

  • Gerard Segers

    Can,t put money from my bank account into IBKR account?!!!!

    • Interactive Brokers

      Hello, thank you for asking. Please use this tool on our website to review available funding methods and ETAs based on your residency and the currency you wish to deposit: https://spr.ly/FundCampusEU

      Once you select the best method for your needs, please follow all the steps to complete the transfer.

      We hope this helps!

  • Anonymous

    If I hold shares of a company, and the company pays dividends, how are they paid back to me ? Are they re-invested?

    • Interactive Brokers

      Hello, thank you for asking. IBKR will reflect upcoming dividend payments as an accrual in client accounts on or shortly after the ex-dividend date. Upon receipt of the funds through our clearing agent or depository, the accrual will be reversed from the account and the cash dividend will be allocated to the Cash Balance of the account. This action typically will occur on the announced payment date of the dividend.
      Clients may view the accrual reversals and the final cash dividend allocation on their daily or monthly account statements. Please visit this FAQ for instructions on how to run the statement:
      https://www.ibkr.com/faq?id=27290344
      Also, IBKR offers a Dividend Reinvestment Program that is available to IB LLC, IB CAN, IB HK and IB UK clients only. Please view this FAQ for more information: https://www.interactivebrokers.com/faq?id=28226119
      We hope this helps!

  • June

    Hi will I be able to convert my margin account to cash account? Interchangeable? How do I settle margin account?

    • Interactive Brokers

      Hi June, thank you for contacting us. Cash accounts must maintain a positive balance. In order to trade a foreign security, you must deposit or convert funds to the desired security’s currency, and the trade can be placed once the funds settle. For instance, if you carry Euros in your account and want to trade a stock on an American stock exchange, you will need settled USD funds. Please note that forex settlement generally takes place one business day following the sale transaction (Trade Date plus one business day: T+1).

      Margin accounts allow you to trade without waiting for cash to settle or converting currencies. However, it is required that you meet the margin requirement in your account. Failure to meet these requirements will result in becoming subject to liquidation of assets to bring the account back into margin compliance. Please view this FAQ for more information on how to change your account type between cash and margin and the implications: https://www.interactivebrokers.com/faq?id=40340296

      We hope this information is helpful!

  • Anonymous

    How can I submit the KID?

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Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.

Disclosure: Displaying Symbols on Video

Any trading symbols displayed are for illustrative purposes only and are not intended to recommend a particular investment or investment strategy.

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