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New Account Opening Process: Four Steps For New Investors To Open Accounts

2011/4/26 13:56:00 70

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The first step: new investors open accounts, first of all, choose the sales department.

At present, there is basically no substantial difference in terms of trading systems among brokerages.

Therefore, when choosing a sales department, the new investors may consider selecting a business department away from home or near the unit.

Choose the sales department and then open accounts.

Most securities companies open accounts from Monday to Friday morning at 9:00-11:30 and 1:00-3:00 p.m.

The account can be opened on the same day.

The second step: investors want to enter.

equity market

Stock accounts must be opened first.

Stock account

The opening needs to pay a certain fee, the current charge standard is: 40 yuan per household in Shanghai stock account and 50 yuan per household in Shenzhen stock account.

When the investor goes to open an account, he should prepare a 90 yuan account opening fee and carry his identity card at the same time.

After you get to the Sales Department of the securities company, go to the counter to get the application form and fill out it as required.

After filling in, the identity card, the account opening application and the handling fee will be handed over to the counter operator.

After checking the above materials, the applicant can withdraw his / her credentials, fees receipts and stock account cards.

The third step: after the stock account is opened, the securities company will set up a capital account for each shareholder, specifically for the settlement of stock pactions.

Generally speaking, there is no charge for opening a capital account.

New share holders

To open a capital account, we first need to open a current passbook to a bank designated by a securities company. The original passbook is still valid. In this passbook, a number of Renminbi is deposited as a security fund for a securities company to set up a capital account. The amount is determined by the securities company, and some securities companies do not require pre deposit.

Next, the investors need to give their ID cards, stock account cards and current passbook to the opening counter of the securities company's business department, and sign two principal securities trading agency agreement and the designated paction agreement with the securities company.

After the counter personnel input the customer information into the computer, the stockholders set up the initial password for the paction and the access password for their account, and the account opening procedure is completed.

The fourth step: when investors open up a good household, they also need to choose the means of paction and the way of capital access in the future, and sign corresponding procedures and agreements with the securities business department.

If investors need to open online pactions, they need to sign the "online trust agreement" and "risk disclosure book" with the securities companies, and download the designated online paction software on the personal computers.

If the investor needs to open the securities business department's silver certificate pfer business, it will need to sign three copies of three copies of the bank depository agreement for customer paction settlement funds of banks and securities companies, and carry the identity card, the current passbook and the deposit control agreement in the three working days to go to the counter of the designated bank's business outlets to handle the confirmation procedure of the depository bank, establish the depository relationship and open the bank card pfer function.