Barron's 4.5 Stars 2014 Open an Account Button Contact Us Login Log In Log into

 

How to Request a Replacement Security Device

 

 Account Protection Login Protection Privacy  

 Secure Login  Your Account  Best Practices  

 

 
 

 

How to Request a Replacement Security Device

 

The following steps are required to replace a security device which has been lost, stolen or is inoperable:

 

  1. Notify Customer Service - you will need to contact Client Services to arrange for a replacement device and to obtain interim access. It's important to note that this service can only be provided via telephone and requires that the identity of the account holder be verified for security purposes. Once verified, you'll be issued a temporary passcode which operates as static version of the code randomly generated from your permanent device and therefore required to be entered along with your user name and password upon login.
  2. Obtain Online Security Code Card - the temporary passcode has a limited life (2 days for full access to Account Management and the trading platform and an additional 10 days for restricted Account Management access) intended to provide access to Account Management in order to transition to an Online Security Code Card. This Card offers enhanced protection, full Account Management functionality (including withdrawals) and provides the ability to re-activate the permanent device without additional Client Services contact. See KB1873 for step-by-step instructions for obtaining an Online Security Code Card.
  3. Request Replacement Device - Upon activating the Online Security Code Card, you will be presented with the following 4 options. Select the option titled 'Request a new Secure Login Device' and click 'Continue'.

  

Secure Login System

  Place Trade detects that you have an Online Security Code Card.  
  Secure Login System  

 

 

You will then be presented with details as to type of replacement device you'll receive, the address to where it will be shipped and its projected shipping date and method. If your replacement device requires the entry of a PIN to activate (i.e. if a Digital Security Card, Digital Security Card+), you will be provided with online instructions to create a PIN and finalize your request.

 

 

 

Important Notes

 

  • As a security precaution, the replacement device is set to auto-activate shortly after its projected delivery date. While the Online Security Code Card does not expire until after the delivery date as well, we strongly recommend that you re-activate your replacement device upon arrival to ensure uninterrupted account access. Re-activation instructions may be found in KB1942.

 

  • If your device is lost, damaged or stolen or if you close your account and fail to return the device, a charge will be assessed to cover its cost. This charge, which is a function of the device provided, ranges from 20.00 – 150.00 USD.

 

Maximum Withdrawal Limits for PT Clients


 

 

Security Device

Per Day

Within 5 Business Days

  None USD 50K USD 100K
  Security Code USD 200K USD 600K
  IB Key USD 200K USD 600K
  Digital Security Card   USD 1M USD 1.5M 
  Alpine Device*  USD 500K  USD 1.5M
  Digital Security Card+  Unlimited Unlimited
  Platinum*/Gold* Unlimited Unlimited
       

 Please Note:

* Represents a legacy device no longer being issued and in the process of being replaced with a version of the Digital Security Card. See KB975 for details.

[1] Please note that while PT does not impose a fee to use a device, a replacement fee is associated with certain devices if lost, damaged or otherwise not returned should the account be closed.

 

s5box


Learn more about retirement planning by visiting some of the links below:

Roth IRA

SEP IRA

SIMPLE IRA

Traditional IRA

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:


Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts