The general process of opening a fund account is as follows:
1. Apply to the account manager for a low commission account opening QR code, and scan it to open an account.
2. Enter the mobile phone number, get the mobile phone verification code, and log in to select a new account.
3. Take a photo of your ID card and fill in the relevant information, and fill in the account opening information. Both Shenzhen and Shanghai should choose to open an account.
4, video witness, according to the screen prompts to make corresponding actions.
5. Select the third party to deposit the bank card, upload the bank card photos and fill in the bank card information.
6. Install the digital certificate and set the 6-digit transaction password and fund password.
7. Set security questions. These two passwords can be the same.
8. Sign an agreement, conduct risk assessment and submit an account opening application.
9. Wait for a phone call to determine whether to open an account voluntarily.
10. After the approval, the fund and account information in Shenzhen and Shanghai will be notified by SMS.
On-site funds are funds that can be purchased through stock trading software like buying stocks. To purchase on-site funds, you should click on the "Stock" column in the trading interface below the trading software and enter your fund number and the share you want to buy.
Investors want to buy OTC funds: directly open the securities company's APP, find the fund products to be purchased in the wealth management column, and click Buy. You can choose to buy or vote.