Online account opening process:
I. Identity authentication
Certification includes but is not limited to the following aspects:
1, information such as my ID number, name, date of issuance, and address of issuance;
2. The front and back photos of my second-generation ID card can only be scanned in kind or photos, and scanned photos are not accepted, that is, they must be color photos. The front of the ID card is the side marked with the name and ID number, and the back is the side marked with the validity period of the ID card.
3. Take a positive photo of the investor's head;
4. My mobile phone number needs dynamic password verification;
Second, install digital certificates.
After identity authentication, you can download and install the digital certificate of China Registration and Clearing Company or account opening agency (i.e. securities firm), and use this digital certificate to electronically sign the account opening related contracts and agreements such as risk tolerance assessment, account opening agreement and electronic signature agreement.
After downloading, the digital certificate can only be used on this computer. If investors want to use digital certificates in other computers, they must go through the identification and digital certificate application procedures again.
Three. Opening of shareholder account capital account
A securities company shall, after verifying the identity of the investor, signing an account opening agreement with the investor, and verifying that the information of the investor is qualified, open a capital account and other corresponding accounts for the investor, and at the same time go through the formalities for depositing the investor's transaction settlement funds in accordance with the regulations.
Due to opening a fund account online, it is impossible to print the investor's tripartite depository confirmation form in the brokerage bank. If the investor's bank debit card has online banking function, it can be confirmed in the online banking of the selected bank. The specific three-party banks that can be selected need to consult the corresponding brokers. For example, the online account opening of Guotai Junan Shanghai Branch can be bound with 18 Bank for three-way depository relationship.
Fourth, pay a return visit
The contents of the return visit include but are not limited to:
(a) to confirm the identity of investors; If an investor entrusts another person to open an account, it shall confirm the identity and authority of the agent to the investor;
(2) Confirm that investors have read all kinds of risk disclosure documents and understood relevant clauses;
(3) Confirming that opening an account is the true will of investors;
(4) Remind investors to set their own passwords and keep them properly;
(5) Confirm the investor's account opening method.
Verb (abbreviation of verb) investor education
After investors open an account successfully, the account opening website should guide investors into the investor education column of the company to educate investors and prepare for the upcoming investment behavior.