Since each bank has different rules for opening an account, investors can consult the customer service staff of the bank whether they need to open an account at the counter or directly use online banking, and they can operate after opening an account. Customers must open a deposit account that can handle personal firm foreign exchange business and deposit a certain amount of funds. If you have opened an account, you can directly conduct personal firm foreign exchange transactions.

When handling firm foreign exchange trading at bank outlets, customers must hold their original valid identity documents, passbooks or debit cards with subscription funds. When handling cash foreign exchange transactions, customers must hold their original valid identity documents.