Specific details:
1, coding
After the customer obtains the capital account in the futures company, the futures company will handle the trading code in each exchange for the customer, and the transaction can be carried out after the code is approved.
2. Bank demand deposits
Most investors use the bank transfer system in the trading software to deposit and withdraw money (cash, wire transfer, draft, check, etc.). ). Among them, telegraphic transfer, draft and check shall be deemed as received after the funds are deposited in the account of the futures company; Foreign customers can open a current account in any local bank and transfer it to the company account through the bank. After the funds are in place, it is considered a success.
3. Trade
Futures companies have fully opened electronic trading. After the brokerage contract is opened, we will also ask customers to sign the login password for online transactions. After the customer signs, please log in to the system according to the initial password and modify the password as soon as possible. All commissions can enter the trading hall directly through the computer.
Online customers use the special trading software provided by futures companies to watch, analyze and self-help online transactions through the Internet. When there is a problem in the network, customers can place an order through the emergency telephone of the futures company (please refer to the account opening information of the futures company for the telephone number), and quote your trading account number and trading code to place an order by telephone.
If the communication of the futures company fails, the system will automatically switch to manual entrustment to place orders, and customers can still conduct online self-service transactions, but the speed of placing orders and returning goods will be reduced.
(1) The online trading system of order-based futures companies is widely used in China.
(2) Look at the market system: Boyi Master (free) Fuyuan Market Software (free) Wenhua Finance (free)
(3) Other paid software
Step 4 solve
The electronic system of the futures company carries out real-time dynamic settlement, and customers can inquire about the situation in the account during the transaction. After the market closes every day, the settlement department of the futures company makes the final settlement. Customers can choose to view the settlement results in writing, fax, e-mail and online inquiry. You can also log in to China Futures Margin Monitoring Center to inquire about the detailed transaction records of the current week and month.
Step 5 withdraw money
It can be done through trading software, and most investors use silver transfer in trading software to handle cash withdrawal. You can also send the withdrawal instruction by fax, and the financial department of the futures company will handle the withdrawal for customers by cash, wire transfer, draft or check.
The customer goes through the withdrawal formalities with the withdrawal application form and the original settlement of the previous trading day, and the futures company will remit the funds to the designated account! Foreign customers need to send the originals of the above two documents back to our company. If there is an urgent need, you can record the phone first, and then we will remit the money and send it back to the original.
6. Cancel the account
After the customer goes through the formalities of account cancellation stipulated by the futures company, the two parties sign a termination agreement to terminate the agency relationship (referring to the customer and the futures company). If customers want to close their accounts, they should download the Confirmation Letter of Settlement Form of Futures Trading, Confirmation Letter of Customer Closing and Application Form for Closing Accounts of Investors in Futures Market from the website of the futures company, and fax or send them to the futures company after signing.
Extended data 1, and the available balance of the margin account is not less than 500,000 yuan;
2. Have the basic knowledge of stock index futures and pass relevant tests (the score is not less than 80 points);
3. Having at least 65,438+00 trading days and more than 20 stock index simulation trading records, or having more than 65,438+00 commodity futures trading records in the next three years (both are related or satisfy one item);
4, the comprehensive evaluation table score of not less than 70 points;
5. The temporary association has no bad credit record; There are no laws, administrative regulations, rules and business rules of the exchange to prohibit or restrict the trading of stock index futures.