How do I open an account for a fund? What is the process of opening a fund account?

The first point to note is that there are two types of accounts: one is used to buy and sell ** accounts (called **investment accounts) that are listed and traded on the exchange, such as ETFs, closed-ended**, open-ended**, etc.; The other is to subscribe and redeem the ** account in **company or **company's **product. To open an investment** account, you first need to open a shareholder account to open this **account, so you must open a shareholder card to open an **investment** account; The opening of the ** account for subscription and redemption does not necessarily require the opening of a shareholder account, only the opening of a capital account, but the information required for both is the same.

Individuals** need to provide the following information when opening an account:

1. Individual Investors:

1. Original and photocopy of valid ID card;

2. When an individual investor entrusts another person to act on his behalf, the authorized client shall also provide a notarized power of attorney, the original and a copy of the client's ID card.

**Account Opening Notice:

1) Natural persons under the age of 16 are not allowed to open ** accounts, and natural persons aged 16-18 should provide proof of income when applying for ** account opening;

2) To open an account, you need to go to the counter of the company in person, and if you entrust someone else to open an account on your behalf, you must also provide a notarized letter of entrustment and the original valid identity certificate of the agent (if the principal's ID card is a second-generation card, you need to provide a copy of the front and back of the ID card);

3) **When opening an account, you need to fill in the "**Customer Risk Tolerance Assessment Questionnaire";

4) To handle the tripartite depository of the bank, you need to fill in the "Third-party Depository Agreement for Customer Transaction Settlement Funds", and at the same time, the account opening person should bring his bank debit card to the bank branch counter for confirmation, and those who do not have the bank debit card only need to apply for a new debit card at the bank counter;

5) **Account opening time, Monday to Friday 9:00 15:00 for ** account opening.

Other time periods, including weekend account opening, will not be opened until the next trading day before the account can be successfully opened. This is because the application for opening an account needs to be connected to China's ** Registration and Clearing Company, while Zhongdeng Company is closed during non-trading hours;

6) Finally, there is no charge for opening an account.

The above content is the answer to "** account opening, how should I handle it", I hope we can satisfy you!

National Unified Service**4001-518-369

For customers who make an appointment to open an account in Shanghai, please contact: service staff Manager Tu, mobile phone number: 1365-194-1771

Guotai Junan** - know that the enterprise platform is willing to serve you!

Bring your ID card, first get a bank card, which is the savings card of your bank, and then apply for a ** account card, you tell the bank staff that you want to open a **account, they will tell you how to do it, you just need to do what they say. There is a 10 yuan card fee for the debit card, and the account card is free.

2.Can I buy online after opening an account? What should I do?

3.Is there any difference between buying online and buying at a bank?

Answer: The biggest difference is that there will be a certain degree of discount on the handling fee for buying online! Another is convenience, no longer have to go to the bank counter to queue up.

4.What's the deal with? What is the difference between online and at the bank?

There will be a subscription fee when you buy **, generally; There will be a redemption fee when you sell **, generally. There will be a certain degree of discount on the handling fee for buying ** online.

5. How much can you buy at least if you buy:

If it is a one-time purchase, it will cost at least 1,000 yuan; If you are making a regular investment, it is generally at least 200 yuan per month!

**Account Opening Process:

1. Investors must open a ** account before handling the subscription and subscription business.

2. When the investor applies to open a ** account, the direct sales counter will open a trading account for him at the same time.

3. Individual investors need to prepare the following information to open an account:

1. Present the original valid ID card;

2. Present the original bank card or savings passbook with the same name or the certificate of opening the account of the designated bank account, and provide a photocopy;

3. Provide the completed "Application Form for Open** Daily Account Business".

4. **Account opening must be handled by the investor in person.

To open an account online, you only need to bring your ID card, open an account for free, bank card, and smartphone online.

**The vast majority of the account** can be bought, enter directly**.

Or some of them are directly bought and sold**.

Pay attention to the risks, and the investment ratio is relatively low.

Mobile account opening software.

Online account opening process.

Hello, **There are several ways to open an account:

**Firm. Investors should open an open account at the business department of ** company with their second-generation valid ID card during the market opening time.

The bank opens an account, and investors can go to the bank counter to apply for an account.

Third-party sales platforms. ** sales platform opened by a third-party organization.

**company**open,**investors can open the company's **account according to what they want to buy**, and go to the corresponding **company**.

First of all, if you want to buy through different platforms**, you need to register an account on that platform on a different platform and bind a bank card.

It should be noted here that if you open an account through a **company, when opening an **account, in addition to checking the Shanghai A and Shenzhen A shareholder accounts, you should also remember to check the ** account.

The operation of opening an account can be completed by yourself, it is very simple, and you can operate it step by step according to the prompts.

Once you've opened an account, you're ready to make an official purchase**.

Enter what you want to buy through the shrink box**, if you don't find it, check to see if it's a typo or**input wrong, if not, it may be that your platform doesn't sell this**.

Generally speaking, the company can only buy the company, and there are certain restrictions on the number of banks, brokerages and other channels, and the platform like Tiantian is the most complete platform.

Once you've found it, click to enter the details and purchase interface, through which you can learn about all aspects of information, including historical performance, managers, and other featured metrics that describe risk and return.

On the interface, there are generally options for "buy" and "regular investment", and if it is a new ** that is still in the subscription period, there is only the option of "buy".

Direct purchase is a one-time investment, regular investment needs to set up a regular investment plan, once set the purchase amount, deduction time, deduction cycle, after the deduction cycle, you will invest a fixed amount in a fixed time period to this **, if you want to redeem this**, you must remember to end the regular investment plan first, and then redeem**.

After selecting "Buy", you will enter the purchase interface, here, you can view the trading rules, including the rules and sell rules, as well as the fees of various transactions, such as subscription fees, redemption fees, management fees, custody fees, etc.

Under normal circumstances, opening an account is divided into a variety of situations, you can open an account directly in the company, and you can directly find the official website of the company to register an account; It is also possible to open a ** account in the bank, and the bank itself is a ** distribution agency, and the registration and account opening can be completed directly through mobile banking; You can also open an account directly in the company, and you only need to submit some information about the account opening to the company. The purchase process is simpler, directly through the sales channel to select the need to buy, directly purchase, you need to sign a good purchase agreement. Additional Information:

Note: Investors who have already opened ** account are not allowed to open ** account again, otherwise it will cause inconvenience or loss to their own subscription and trading. An investor can only open and use one fund account, and can only correspond to one ** ticket account or ** account, and shall not open and use one or more fund accounts corresponding to multiple ** ticket accounts or ** account subscription.

Investors in the Shanghai Stock Exchange (using the Shanghai ** account or ** account) must complete the designated trading procedures of the Shanghai ** Exchange before subscribing. Reference**: People's Daily Online-Private Placement**Direct Account Opening Officially Implemented.

**Account opening channels are: 1. Open an account directly in **company, and directly find **company's official website** to register** account. 2. Choose the **** platform to open an account, and the general **** platform includes ** company, bank, Alipay, special ** sales platform, etc.

Investments can be opened on a mobile phone. The purchase process is very simple, after opening an account, you can directly select the one you need to buy through the sales channel, and you can directly purchase it, and you need to sign a purchase agreement.