There are three steps in opening an account: online application-mailing materials-injecting funds.

Step 1: Apply online.

step 2: mail the materials.

The last step of online application will tell you that you need to print the materials and mail them (and mail them). Materials to be mailed include:

1. Template of Online Service Agreement; ?

2. W-8BEN simple form template; ?

3. The ID card is a scanned copy of your valid passport (the first page and the last page, two pages * * *), and your signature is required at the signature of the last page of the passport to be valid. Among them, 1 and 2 can be printed after filling out the online application.

Precautions for mailing materials:

1. If you choose "financing" or "option" when applying online, you need to fill in and mail "Financing Application Form" and "Option Trading and Contract".

2. The necessary documents of the account must be sent to the brokerage firm within 3 days after opening the account. If the due documents are not received within the time limit, your account will be restricted from suspending all trading activities; However, after receiving your documents, this restriction will be lifted immediately.

Step 3: Inject funds:

Remit the funds into the account of the bank clearing bank of the securities delivery company at the superior level of the securities broker. Most users use bank remittance to inject funds, which is safer and faster.

Extended information

Trading rules

I. Trading code

Trading code is the abbreviation of listed company, for example, microsoft's stock trading code is msft.

ii. trading unit

there is no limit to the trading unit, with one share as the unit.

Third, the fluctuation range

There is no limit to the fluctuation range. The original unit of stock price fluctuation is 1/16 US dollars, but now it is mostly changed to the decimal point system (the minimum is 1 cent).

IV. Account Opening Procedures

To buy and sell American stocks, you only need to open a securities account, which also has the function of a bank account. If you deposit money into this account but do not buy stocks, the brokerage firm will pay you interest, but you will be subject to 1% tax deduction. If you want to be tax-free, you can choose to automatically transfer short-term funds, and the brokerage firm will operate them for profit.

V. Transaction fees

The fees for buying and selling American stocks are not calculated by the ratio of "transaction amount", but based on "number of transactions", and vary from broker to broker.

in addition, there is a charging model which is calculated on the basis of "transaction quantity", and the charging standards of different brokers are also different.

Baidu encyclopedia-American stocks