2. Upload personal photos, start video authentication, and set the secret code for transactions and funds.
3. Select the shareholder account to open an account, enter the three-party depository page, and submit an account opening application.
Second, the on-site account opening process of stocks
1. Handle securities account cards in Shanghai and Shenzhen.
Investors can handle it through the local securities business department or securities registration institution, and they need to provide their valid identity documents and copies. If you entrust others to act as an agent, you must also provide your agent's ID card and a copy.
2. Open an account in the securities business department
(1) required documents: investors are required to provide the original and photocopy of personal ID card and the original and photocopy of Shenzhen-Shanghai securities account card;
(2) Fill in the account opening information, sign a securities trading entrustment contract (or a securities trading entrustment agreement) with the securities business department, and sign a designated trading agreement at the Shanghai Stock Exchange;
(3) The securities business department opens a capital account for investors;
(4) Investors who need to open the bank-securities transfer business function of the securities business department should pay attention to the instructions on the use of such business functions by the securities business department.
3. Bank-Securities Connect opens an account
(1) Go through the account opening formalities at the bank outlets: Go through the account opening formalities at the bank outlets with my valid ID card, bank passbook with the same name (if not, you can open it on the spot) and Shenzhen-Shanghai shareholder code card;
(2) Fill in the form: Fill in the Entrusted Securities Trading Agreement and the Entrusted Silver Securities Agreement;
(3) Set the secret code: after the form is verified correctly, enter the transaction secret code on site to obtain the contact information of the agreement customer, and then you can query the entrusted transaction.
Third, the off-site account opening process of stocks
The most common way to open an account in different places is to open an account online. Online account opening is a form of self-help account opening for investors. Investors apply for a digital certificate through an electronic certification service institution designated by a securities company, and go through the account opening procedures online based on the digital certificate. Here, taking the account opening of straight flush stock as an example, the online account opening process and matters needing attention are introduced in detail.
1, select a securities company.
The service level and commission given by each broker are different, and investors choose different brokers to open accounts according to their own needs.
2. Identity authentication
(1) The investor obtains the verification code by entering the mobile phone number;
(2) upload the front and back of my ID card and bareheaded; And check "I have read and know the agreement for installing and using digital certificates";
(3) Fill in personal information, including name, ID number, ID card validity period, occupation, etc. , and confirm personal information;
(4) Select the business department of a securities company and start video verification.
Step 3 sign an agreement
(1) Install a digital certificate
After identity authentication, it is necessary to install the digital certificate of China Registration and Clearing Company or account opening agency (i.e. securities firm), and use its digital certificate to electronically sign the account opening related contracts and agreements such as risk tolerance assessment, account opening agreement reading and electronic signature agreement.
(2) Select the account opening market, set the transaction code and fund code, and open the third-party custody;
(3) Return visit activation
The return visit questions include but are not limited to: whether to read the terms of online account opening agreement, risk disclosure and other documents carefully; Whether the transaction code is set by myself; Whether the account is operated by myself; Whether the personnel of securities companies violate the rules in the process of opening accounts, etc.
If the parties want to stock, they need a stock account first. If he wants to open an account, he can register on the website of the securities company he wants to call, and then upload personal information for video authentication. At the same time, the parties need to set their own password after this process, and finally conduct risk assessment, and then submit an account opening application to the parties after passing.
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