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What information do you need to open a stock account?

The conditions for opening a stock account are as follows:

1. You can apply for opening an account through your mobile phone or online;

2, 7 years old and above, I need to bring my ID card and bank card to the business department to open an account on site;

3. A person who has reached the age of 16 but is under the age of 18 and whose main source of livelihood is his own labor income is regarded as a person with full capacity for civil conduct. He can bring his ID card, bank card and income certificate to the business department to open an account.

The relevant restrictions for opening a stock account are:

1. Age limit for opening an account: at least 18 years old, subject to the date of birth on the ID card (if you are 16 to 18 years old, some business departments can handle it).

2. A shares can only be opened if they are domestic.

3. An investor of A shares in Shanghai Stock Exchange can only open one account and designate it in one company, so it needs not to open it before. If the original account is dormant, it can be cancelled and opened, but if the original account is used normally, it needs to be transferred.

4. account opening time: you can open an account during trading hours, and some business departments will arrange overtime to open an account during non-trading hours such as weekends and noon. However, due to the uncertainty of non-trading hours, please communicate and confirm in advance before you go.

5. Carrying materials: ID card and bank card (the bank card can be used for three parties when going to the bank. If there is no bank card, it can be opened when going to the bank for three parties after opening a securities account).

Extended information

To open a stock account, you can open an account on-site or off-site, in which "on-site account opening" can be selected from "securities business department account opening" or "bank-securities account opening".

1. Opening an account on the spot

Investors can handle it through the local securities business department or securities registration institution, and they need to provide their valid ID card and photocopy. If they entrust others to do it, they also need to provide the ID card and photocopy of the agent.

1. Documents required for opening an account in the securities business department

(1): Investors shall provide the original and photocopy of their personal ID cards and the original and photocopy of the securities account cards in Shenzhen and Shanghai;

(2) Fill in the account opening information and sign the Entrusted Securities Trading Contract (or the Entrusted Securities Trading Agreement) with the securities business department, and at the same time sign the Designated Trading Agreement concerning the Shanghai Stock Exchange;

(3) the securities business department opens capital accounts 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 of the securities business department on the use of such business functions.

2. Opening an account with Yinzhengtong

(1) Opening an account at a bank outlet: Go through the account opening formalities at a bank outlet that has opened the "Yinzhengtong" business with my valid ID card, the bank passbook with the same name (if not, it can be opened on the spot) and the Shenzhen-Shanghai shareholder code card;

(2) Fill in the form: Fill in the Agreement on Entrusted Securities Trading and the Agreement on Entrusted Silver Securities;

(3) password setting: after the form is verified correctly, enter the transaction password on the spot and get the customer's copy of the agreement, and then you can inquire and entrust the transaction.

2. Off-site account opening

The most common off-site account opening method is online account opening. Online account opening is a form of self-help account opening for investors. Investors apply for digital certificates through electronic certification service institutions designated by securities companies, and handle account opening procedures online based on digital certificates.

here's a detailed introduction to the online account opening process and matters needing attention, taking the account opening of straight flush stock as an example.

1. Choosing a securities company

The service level and commission given by each broker are different. Investors choose different brokers to open accounts according to their own needs, such as fortune securities's commission of 25, yuan, and send products such as Level-2 and VIP.

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 head portrait; And tick "I have read and know the Agreement on the Installation and Use of Digital Certificates";

(3) Fill in personal information, including name, ID number, ID card validity period and occupation, and confirm personal information;

(4) Select the business department of the securities company and start video verification.

3. Sign the agreement

(1) After installing the digital certificate

, you need to download and install the digital certificate of the China Registration and Clearing Company or the account opening agency (that is, the securities firm), and use the digital certificate to electronically sign the account opening related contracts and agreements such as risk tolerance assessment, reading the account opening agreement and electronic signature agreement.

(2) Select the account opening market, set the transaction password and fund password, and open the third-party custody;

(3) Call-back activation

Call-back questions include but are not limited to: whether to carefully read the terms of the Online Account Opening Agreement, the Risk Disclosure Statement and other documents; Whether the transaction password 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.