How can I check the wealth management products I bought at the bank?

With your identity documents, go directly to the bank to inquire about the wealth management products you have purchased.

There is a detailed registration on it.

Extended Information: Wealth management is a Chinese word, pinyin is lǐ cái, and financing in English, which refers to the management of finances (property and debts) for the purpose of maintaining and increasing the value of finance.

Wealth management is divided into corporate finance, institutional finance, personal finance and family finance. Human survival, life and other activities are inseparable from the material foundation and are closely related to financial management.

"Wealth management" is often the same as "investment and financial management."

It is used together, because there is "investment" in "financial management", and "financial management" in "investment". The so-called financial management is not only about investing money outward, being invested is also a kind of financial management, and if you don't know how to be invested, you don't know how to manage money better.

Financial management, as the name suggests, refers to managing finances. When people talk about financial management, what they think of is not investment, but making money. In fact, the scope of financial management is very wide, and financial management is the wealth of a lifetime, that is, the cash flow of an individual's life.

and risk management. Contains the following meanings:

Financial management is the management of a lifetime's wealth, not just to solve urgent money problems.

Financial management is cash flow management, everyone needs money (cash outflow) from birth, and they also need to make money to generate cash inflow. Therefore, whether you have money or not, everyone needs to manage their money.

can affect cash inflows (income interruption risk) or cash outflows (expense escalation risk).

Domestic institutions that can provide customers with financial services mainly include banks, ** companies, and investment companies.

1 Bank Finance.

The wealth management products provided by China's commercial banks are generally large-value certificates of deposit.

Asset management products, etc., issued by brokerage firms or companies on behalf of the company do not belong to wealth management.

2 **Corporate Finance.

Wealth management generally includes, income certificates.

asset management products, etc.

3 Insurance and financial management.

Insurance and financial management are more inclined to long-term, focusing on solving the education planning and pension planning after a long period of time, and at the same time solving the problems of accident and medical protection.

4. Invest in corporate finance.

Investment company wealth management generally includes trusts**.

**Investment, jade, jewelry, diamonds, third-party wealth management, etc., require a higher starting capital, suitable for high-end financial professionals.

5 E-commerce financial management.

You can inquire about the wealth management products you hold through the following channels: 1. Zhangyin: Log in to the Zhangyin APP, click "Wealth Management Wealth Management Products", the amount of holdings will be displayed at the top of the page, and you can query the product information of the account after clicking "View Details".

2. Online banking: Log in to personal online banking and click "Investment Wealth Management Products My Wealth Management Products" to inquire about wealth management products. There are two items in this menu, namely "My Holding" and "Trading". At present, it is not possible to query wealth management products held in passbooks.

3. Counter: The card owner should bring a valid ID card and bank card to the Agricultural Bank of China outlets in the province where the card was opened for inquiry. Pay attention to how to cheat when managing your finances:

After being defrauded by the Internet, you must immediately report to the police, and you will be deceived after telling **, let**file a case, only know that the other party's bank card number is difficult to recover the lost money, so we need to be vigilant and careful in real life, due to the serious leakage of personal information, do not believe any unknown text messages and ** that contact you, and keep an eye on everything.

Extended Materials. 1. Agricultural Bank of China (ABC) was established in 1951. The head office is located at No. 69, Jianguomen Nei Street, Beijing, which is a large state-owned bank managed by the first management and a national vice-ministerial-level unit.

Agricultural Bank of China is an important part of China's financial system, providing a variety of corporate banking and retail banking products and services, as well as financial market business and asset management business, including investment banking, management, financial leasing, life insurance and other fields.

In February, Brand Finance released the list of the world's top 500 brands in 2017, and Agricultural Bank of China ranked 34th. In July 2018, the British Banker magazine released the 2018 Global Top 1000 Banks, and Agricultural Bank of China ranked 4th. In 2018, it ranked 40th in the Fortune Global 500.

In December 2018, the World Brand Lab released the list of "Top 500 World Brands in 2018", and Agricultural Bank of China ranked 340th.

If you purchase wealth management products from China Merchants Bank, you can log in to the public version, click on the top horizontal menu "Investment Management Fiduciary Wealth Management My Wealth Management Products", and check in "Current Entrustment", "My Positions" or "Historical Transactions". Tips.

"My Positions" shows the products that have been opened;

2."Current Order" shows that the product has not been established or established on the same day;

3."Historical Transactions" query for expired products;

Whether the final purchase is successful or not is subject to the display of "My Positions" after the establishment date.

The process of inquiring about the wealth management products you have bought is as follows:

1. Log in to the credit information center of major banks, and print the credit report on the home page, and check which credit cards you have handled, the time of credit card processing, the use of the credit card, and whether it is overdue

2. Bring your ID card and some required documents to the relevant local bank branches for inquiry

3. Bring your ID card to each bank counter for inquiry

The risk levels of wealth management products are R1 (cautious), R2 (prudent), R3 (balanced), R4 (aggressive), and R5 (aggressive) according to the risk from small to large. R1 level wealth management products are generally guaranteed wealth management products, and the income of such products mainly changes with the performance of investment, and is rarely affected by market and policy changes. For example, Treasury bonds or other high-credit bonds fall into this category.

R2 level wealth management products do not guarantee the principal, but the risk of the principal is very small, and the fluctuation of income is relatively small. Investment products such as the money market fall into this category. R3 level wealth management products mainly include AA level** and so on.

The main indicator is that in addition to a certain principal risk, the impact of the market and policies on returns will also fluctuate.

Wealth management products are developed and designed and sold by the issuer for specific groups (the issuer is generally a bank, insurance company, ** company, etc.), and the wealth management assets are invested in assets such as time deposits, large certificates of deposit, bonds, etc., which is a product of revenue sharing and risk sharing. At present, wealth management is not a principal-guaranteed product, there is a possibility of losing the principal, wealth management is divided into 5 risk levels according to the investment target, the risk level is R1 to R5 from small to large, investors can choose the right product according to their own risk tolerance.

Investing in the money market, the investment products are generally central bank bills and corporate short-term financing bills. Because central bank bills and corporate short-term financing bills cannot be directly invested by individuals, such RMB wealth management products actually provide customers with the opportunity to share the investment income of the money market.

Open the mobile banking of China Construction Bank, enter the password and enter the homepage, you can see the wealth management on the bottom of the homepage, and click to enter to see the wealth management products you have purchased.

After entering the homepage, click on mine below, and you can also see the detailed list of funds, and there are financial products.

1.You can check the position information on the next day after the value date. The "next day after the value date" is the second calendar day after the effective date of the wealth management product.

2.Tips: You can log in to the Internet Banking and use the "Wealth Management - My Wealth Management Products" function to display three types of products: cash management, net worth open and fixed term.

3.You can also log in to Mobile Banking and check your wealth management products, asset market value and profit and loss through the "Wealth Management - My Positions" function.

4.You can log in to the public version of personal banking, enter and log in with your password, and click on the top horizontal menu "Investment Management" - Entrusted Wealth Management - My Wealth Management Products".

5.On this page, you can query the current order, position, expiration date and other information. If the customer does not hold a position, he or she will go directly to the product inquiry and purchase page.

Browser Computer: MacBookPro MOS14 Open the Google version.

Extended Materials. 1. Is it safe to purchase wealth management through mobile banking?

There is a big difference between mobile banking and online platform wealth management products, in essence, mobile banking is an extension of the bank counter, with the help of mobile terminals to improve the user experience and achieve more optimized efficiency. Therefore, the risk of the wealth management products of mobile banking is mainly reflected in the product itself, as well as the system risk, which has little to do with the mobile banking app, but is basically controllable and has high security.

Most of the mobile banking wealth management products are the bank's own wealth management products, rather than the first sales products, which is the same as the products displayed and sold over the counter.

First of all, the bank's business data, whether it is counter or mobile banking and other self-service channel data, the bank has a backup in the background, even if the business system temporarily fails or crashes, it can still be recovered, and there will be no data loss or errors at all.

Second, electronic data is still valid legal evidence and has the same legal effect as manual data or evidence.

You can log in to online banking, click on Wealth Management - Product Inquiry and Purchase Option, the page displays the wealth management transaction account you have set up, and you need to select the inquiry method, which is divided into: query according to the combination conditions, you need to select the product risk type and product type. Click "Buy" after the wealth management product you need to purchase.

Tips: When the query result is returned by querying wealth management products, the remaining amount in the list is the latest balance; If you stay on the query return page for a long time, the remaining quota will not be automatically updated, and you need to click the refresh button to return the real-time remaining quota.

Further information: Bank of China (English name: Bank of China) is a large state-owned bank under the management of the first large, national vice-ministerial unit, approved by Mr. Sun Yat-sen on February 5, 1912.

Bank of China's business scope covers commercial banking, investment, aircraft leasing, etc., and has been listed on the Hong Kong Stock Exchange and the Shanghai Stock Exchange.

Company business: main services.

Bank of China is mainly engaged in commercial banking business, including corporate finance business, personal finance business and financial market business.

Corporate Finance.

The main profit of the banking business in China is based on the bank's core credit products, providing customers with personalized and innovative financial services. In 2007, the company continued to focus on improving the customer service system, promoting the overall business linkage, strengthening product innovation and implementing management transformation, established the corporate finance sector, and strengthened line management. Bank of China implements the development strategy of serving key large-scale and high-quality corporate customers, focuses on long-term cooperative relations with large-scale high-quality customers, and at the same time makes it clear that SME business is an important part of the company's financial business, and is committed to becoming an efficient, professional partner of SMEs that can meet the comprehensive needs of SMEs.

Personal finance business.

Bank of China mainly caters to the financial needs of individual customers, providing services including savings deposits, consumer credit and bank cards.

Deposit business. Bank of China actively responded to the impact of the rapid development of the capital market on the RMB corporate deposit business, and vigorously developed the RMB corporate deposit business.

Loan business. Bank of China continued to strengthen the adjustment of loan structure, increase investment in key support industries, and achieve optimal allocation of credit resources.

Financial Institution Business.

Bank of China attaches great importance to comprehensive cooperation with financial institutions, and provides customers with more comprehensive services through mutual customer referrals, resource sharing and joint development of new products. Bank of China also clears USD, EUR and JPY through its New York, Frankfurt and Tokyo branches, which are local primary clearing banks.

You can check the position information on the next day after the value date. The "next day after the value date" is the second calendar day after the effective date of the wealth management product. After logging in to Mobile Banking, you can check your wealth management products, asset market value, profit and loss through the "Wealth Management - My Positions" function.

How to check the purchased wealth management products in Bank of China's online banking, is Open Bank of China**Log in to online banking, find my financial management, and follow the prompts to inquire.

How to check the purchased wealth management products in the online banking of China CITIC Bank, I think that if you want to check the wealth management products purchased in the online banking of Bank of China, you can log in to your own online banking to view them.

How to check the purchased wealth management products in Bank of China's online banking, this is best to check when you open mobile banking.

How to check the purchased wealth management products in the online banking of Bank of ChinaHow to check the purchased wealth management products in the online banking of Bank of China? How can I check the wealth management products purchased in the online banking of Bank of China? Bank of China's online banking can inquire about wealth management products in investment and wealth management.