Schematic diagram of online account opening process of commodity futures
I. Preparatory work
Customers who open an account online by mobile phone need to prepare the following tools:
1, original ID card;
2. Photos of the front and back of the ID card, the front of the bank card and the signature sample;
You can take photos in advance and save them in your mobile phone photo album for later use. The photo selected in the photo or photo album must be taken in close range, with clear picture and all four corners of the certificate included, otherwise it will affect the process of obtaining customer information in the later stage. All uploaded photos are in JPEG format, and the size cannot exceed 500KB, otherwise you will be prompted to upload again in error. It is recommended to have a Wi-Fi environment to ensure a smooth account opening.
3. Where can I download the APPle Mobile App? Just search for "Futures Account Cloud" in the mobile app store to download it.
4. Download location of Android mobile APP: directly search for "futures account cloud" in the mobile app market/app treasure to download.
Before opening an account, you can contact the staff for online guidance:
Contact: Miracle
Contact information: 18069248330 (WeChat with the same number)
QQ:305690509
Second, the account opening steps
1. Step 1: Select a futures company.
2. Step 2: Log in to the futures Internet account opening cloud system.
Step 3: upload photos.
★ main points
When uploading the photo, it needs to be clear, and all four corners should be taken. Photos signed by customers should be distributed to work units.
4. Step 4: Select the sales department.
★ main points
Please select "Ningbo Sales Department, Ningbo City, Zhejiang Province" when selecting the sales department. This involves the ownership of the account, so don't fill it wrong.
Step 5: Fill in the basic information.
★ main points
There is no need to fill in the column of broker's non-standard trading function.
Fill in "Qi Ji 025 17" for staff development and coding. It is important to approve the subsequent adjustment fee.
Please contact me by phone or WeChat to discuss.
6. Step 6: Fill in the bank card information.
After filling in the bank card information, click Add Bank Card, and the bank information and card number will appear in the added bank card. You can also delete the card, upload it again and add it again. After adding, click Next to pop up a prompt dialog box, click Cancel to fill in again, and click OK to enter the next step.
7. Step 7: Selection of appropriateness type
You can choose ordinary investors and professional investors. If not selected, the default is ordinary investors, as shown in the following figure:
Select ordinary investors and click "Next" to enter the risk tolerance questionnaire page.
Ordinary investor type
This step is to know your basic situation and investment intention and other important information, you only need to choose according to your actual situation. The interface of risk tolerance questionnaire is shown in the following figure:
After clicking "Submit", you will be automatically prompted with the current evaluation results.
8. Step 8: Select the account type of the exchange.
(1) Ordinary investor type
If it is the first time to open an account online, the futures markets you can choose are: Shanghai Futures Exchange, Zhengzhou Commodity Exchange and Dalian Commodity Exchange;
9. Step 9: Check three agreements.
10, Step 10: Video verification
In the video verification link, you need to hold your ID card and Xiaomei for video real-name authentication! The system will automatically identify the normality of local hardware. As shown in the figure below:
After confirming that the hardware of the account opening machine is normal, click "Start Video" and a queuing page will appear. The number displayed on the page is the number of users who have initiated videos in all systems at the same time, including myself. The video queuing interface is shown in the following figure:
After connecting the video, the customer service will check the basic information with you, collect your video and avatar, and ask some related account opening questions. The video authentication interface is shown in the following figure:
In the video process, if there is any inconsistency, both parties can communicate through the chat window. If there is an error message, Xiaomei will call back to the relevant steps according to the failure. Before starting video authentication, you only need to refresh the client to improve the information. After the video is approved, the customer clicks Next to install the digital certificate.
1 1. Step 1 1: Install the digital certificate.
Note: The password set here must be remembered, and the password of the verification certificate will be used in the subsequent process. Otherwise, the local certificate file can only be deleted, and video verification and certificate installation can only pass. The process of installing the certificate is shown in the following figure:
After the certificate is installed successfully, the page prompts "Digital certificate has been installed successfully!" . Otherwise, you will be prompted that the certificate installation failed. You can click "Reload" or contact Xiaomei in time! After the certificate is successfully installed, the interface is shown in the following figure:
After the digital certificate is successfully installed, click "Finish" to enter the step of signing the agreement.
12, Step 12: Sign the agreement.
The signed agreement is customer notice, contract and some risk statements. Before you proceed to the next step, you must read each item carefully and agree.
If you forget the password of your digital certificate at this time, you can delete the locally installed digital certificate or replace the account opening equipment, and reinstall the digital certificate after video verification.
13, Step 13: Online Return Visit
Visiting online is the last step of opening an account online. Please choose according to the actual situation. The online return visit interface is shown in the following figure:
Click "Submit" to enter the account opening result page.
Commodity futures account success interface as shown in the figure below:
If the account is opened successfully, please return it to the customer's fund account correctly and wait for the backstage personnel to review it. Please read the tips at the bottom of the page.
If the account opening fails, the customer will receive SMS notification, log in to the system again, and submit the account opening result after modification and improvement.