1. What are the conditions for opening an account on the Science and Technology Innovation Board?
Account opening conditions for institutional and individual investors:
1. The average daily assets in the securities account and capital account in the 20 trading days before applying for permission to open shall not be less than RMB 500,000;
2. Participate in securities trading for more than two years;
3. Other conditions stipulated by the Shanghai Stock Exchange. The specific situation will be confirmed by the staff of the securities company during the actual application.
2. Conditions for opening a stock account:
1. Age limit: 18 years of age or older, based on the date of birth on the ID card, (if you are 16 to 18 years old, you can provide proof of income Some sales departments can handle it).
2. A-shares can only be issued by domestic persons.
3. An A-share investor can only open one account and specify it in one account, so it needs to be that it has not been opened before. If the original account is dormant, you can also cancel it and open a new one. However, if the original account is used normally, you need to Do the transfer process.
Account opening time: You can open an account during trading hours. Some sales departments will also arrange overtime during non-trading hours such as weekends and noon to open accounts. However, due to uncertainty during non-trading hours, please communicate and confirm in advance before going. .
3. Stock account opening process and steps
1. Applicants are required to apply for stock accounts voluntarily, and no agency is allowed. Applicants for stock accounts must be over 18 years old and have full capacity for civil conduct. The age requirement for online and mobile account opening must not exceed 70 years old.
2. Prepare your ID card and bank card. The ID card must be a valid second-generation ID card, and the bank card must be a common savings card from 20 major banks.
4. Fill in the account opening application information. The financial manager will prepare the account opening information for you. The applicant fills in the account opening application form and signs it himself (no signature is allowed), and agrees to the account opening contract and risk agreement. If you need to apply to open the GEM, you also need to sign the GEM Risk Warning Agreement and take photos on site.
5. After the on-site account opening is successful, the customer service personnel will conduct a telephone return visit and confirm whether the account opening application is handled in person, whether the transaction password is set independently, and whether there is a staff member Financial management on behalf of clients, etc. After confirmation, the staff will activate your account for you.
6. After the account transaction is successfully opened, you can transfer funds to the stock account according to your actual situation, decide to buy and sell stocks independently and bear the risk of stock fluctuations.