Change Security Questions

Instructions

In some cases, we ask our clients to identify themselves by answering the security questions they answered in their account application. If you have forgotten these questions and answers, you can use the Change Security Questions page to change them.

You can access this page if you:

  • Have an Individual account (not Joint or IRA);
  • Are not an Advisor or Broker client;
  • Are using a Secure Login device (except a temporary device) or Mobile Authentication (IB Key) for two-factor authentication;
  • The Net Liquidation Value of your account is less than 1 million USD.

To change the security questions

  1. Click Settings > Security > Security Questions.

    Image of the change security questions panel in Portal.

  2. Click Save.

    Note: There may be cases where your account is eligible to change the security questions online but you receive the message "User is not allowed to use this functionality. Please call client service". If this happens, it usually means that you launched Portal from TWS rather than logging in directly. Try logging into Portal directly (from our website, select LOG IN >  Portal), then try changing the questions.

 

Additional Resources