First, the traditional brokerage business department counter account opening process:
1. ID card proof: A copy of your ID card or passport is also acceptable.
2. Copy of bank card: copy the front and back of the bank card and sign the copy.
3. Address certificate: the address certificate issued by the property management company, or the monthly statement of personal credit card within three months, utilities, gas bills and other documents that can prove my address.
Steps:
1. Bring the account opening information to the counter of the brokerage business department and fill in the account opening form. You can choose a cash account and a margin account (a margin account is an account that can be used for stock mortgage).
2. Account opening information (copy of ID card, proof of address, account opening form) will be sent to the Hong Kong headquarters by the staff at five o'clock every night.
3. After three days or so, I will receive a confirmation call from the employees of the Hong Kong company. If there is anything wrong or inappropriate in the form, I will also explain it over the phone. If all goes well, I will move on to the next step.
4. I received an email in a few days, which contains account information and password, indicating that the account was opened successfully. According to the prompt, you can trade Hong Kong stocks by remittance.
5. After the account is opened successfully, China Merchants Hong Kong Company will open a trust account with Standard Chartered Bank in Hong Kong (for fund custody).
Two. One-stop online opening of Hong Kong stock account:
Take Futu Securities as an example, the specific process is as follows:
1. Register an account: and fill in personal information.
2. Risk disclosure: fill in personal stock trading experience.
3. Video witness: print the account opening form and witness it with QQ video.
4. Mailing information: SF Express. (about three days)
5. Successful account opening: After receiving the information, the account was approved and the account was opened successfully.
After 7- 10 working days, customers will receive emails one after another.
The content of the password letter is the initial login password and transaction password of the customer's online transaction. Customers should log in and modify it in time after receiving it.
When the customer receives the email, it means that the application for the Hong Kong securities account has been successful, and he can start investing in the Hong Kong securities market through online trading or telephone entrustment trading.
US stock account opening process:
1. Fill in the online application information (it takes about 15 minutes)
2. Download the form, fill in, print and sign it; (5 minutes)
3. Scan or photograph the signed forms and supporting documents;
4. Mail the scanned/photographed documents to api@scottrade.com.
5. If there is no problem, then the account is opened successfully.
6. Precautions for remittance: The supporting documents include two priority documents (ID card, passport, household registration book and driver's license) or one priority document, plus a credit card bill, employer's supporting documents and neighborhood committee's supporting documents. Only the address is enough.