1. Before conducting personal foreign exchange two-way treasure and precious metal account transactions, customers need to open a special account for foreign exchange two-way treasure and precious metal account deposits at any outlet in the province (including other places in the province) with their valid identity documents and current all-in-one account Great Wall electronic debit card, and cross-provincial signing of foreign exchange two-way treasure business is temporarily not supported. (The principle of opening an account is that only one margin account can be opened under the valid certificate and only one margin account can be opened under the telephone banking account. )

2. Before starting two-way treasure business, customers must conduct risk preference test and sign relevant agreements with banks. For customers who are not suitable for two-way treasure business according to the risk preference test, they should refer to the requirements of the Guidelines for Risk Management of Personal Finance Business of Commercial Banks and sign with them for confirmation on bank opinions, customer opinions and other matters that need to be explained.

3. Sign the Personal Two-way Treasure Business Agreement of Bank of China Co., Ltd. and fill in the Application Form for Comprehensive Service of Personal Foreign Exchange Trading (Margin) Business of Bank of China Co., Ltd.

4. After the teller verifies the customer information, he will go through the account opening procedures for the customer through the system.

5. After completing the deposit account opening procedures, customers need to register and sign a new foreign exchange trading client of China Bank.

6. Download the new foreign exchange trading client software of Bank of China on the portal of China, and refer to the new foreign exchange trading system client installation manual of Bank of China. After the installation is successful, you can log in to the trading interface for two-way treasure trading. The portal website of the Head Office has provided a two-way treasure operation manual for customers' reference.