China Merchants Bank started online banking earlier, and its financial management function is relatively perfect. Many personal financial services can be easily completed online. In particular, the professional version of China Merchants Bank has various functions, and even the functions of stocks, funds, insurance, foreign exchange and credit cards are integrated to provide easy-to-understand online services. To handle the fixed investment business of China Merchants Bank Fund, you need to apply for China Merchants Bank Online Banking Professional Edition. China Merchants Bank Online Banking Popular Edition does not support financial services such as fixed investment.

1, handle the gold card or ordinary card of China Merchants Bank, and open online banking. Handling personnel need to bring their valid identity documents and China Merchants Bank bank cards to the business outlets of China Merchants Bank to fill out the Application Form for Online Personal Banking Certificate of China Merchants Bank and apply for online personal banking (professional version).

2. Open the professional online banking and apply for a digital visa.

3. Download China Merchants Bank Professional Edition and enable digital visa after installation.

4. Set the windows login password and all kinds of passwords required for online banking login, and set the system accordingly (see the help on the website of China Merchants Bank for details).

5. Log in to China Merchants Bank Professional Edition, click Investment Management-Fund-Fund Account-Fund Account Opening, and select a fund company to open an account.

6. After about 2-4 days, log in again and click Investment Management-Fund-Fund Account-Account Inquiry to confirm whether the account opening is successful.

7. Click Investment Management-Fund-Investment Plan-Investment Plan Application, enter the code of the fund you want to invest in, and then click Apply for Investment Plan. In the pop-up dialog box, enter the amount to be invested each month, and the expiration date is suggested to be indefinite. Anyway, when your deduction is unsuccessful for two consecutive months, the plan will be automatically suspended, and the dialog boxes of introducer, deduction date and plan description can be left blank. Click OK and repeat this operation to select multiple funds.

8. After about two working days, log in again and click Investment Management-Fund-Investment Plan-Investment Plan Query to confirm the success of the application and record the date of deduction.

9. In the future, deposit the funds into the one-card card before this date every month, and log in for the following operations: click Internal Transfer-Transfer from Financial Account of Securities Fund-Transfer from Current Account to Margin, and the fund company can deduct the money on the deduction date. Generally, after 4 working days, you can log in and inquire about the fund shares purchased by this application.