On the first day, if you want to bring the original ID card and the original shareholder card (if the shareholder card is lost, you need to pay a certain fee), you should go to the original account opening business department to handle the transfer procedures (the shareholder account does not need to be cancelled), that is, cancel the designated transaction in Shanghai. If there are Shenzhen stocks, you should handle the stock transfer custody (you can apply for reimbursement from the transferred securities company and know the seat number to be transferred to the business department in advance) to settle interest;

The next day, you need to bring your ID card and shareholder card to the new securities business department to handle the transfer procedures, that is, handle the designated transaction in Shanghai and re-sign the tripartite depository agreement (if you want to use the previous bank debit card, you need to go to the original securities business department to handle the cancellation procedures of the third-party depository, otherwise it is not necessary).

You can also open an account in the new business department first, and then transfer money to the original securities business department. The transfer process is equally effective, and so is the procedure. After the original securities business department cancels the Shanghai designated transaction, the new securities business department can add the Shanghai designated transaction to the system (customers only need to call the new securities business department without coming in person).

The transfer process of the securities account needs to be handled during the stock trading hours. In addition, there can be no stock trading and entrustment on the day of stock account transfer, and the securities account has a negative number and is in the subscription period of new shares, and there is a bank-securities transfer on that day; These situations in the repurchase of government bonds.