Before opening an account, you need to make the following preparations.
Investors should make good preparations in five aspects before opening an account. If investors make good preparations for the above five aspects before opening an account, it will be easier to start training, examinations and other work, and it will be no problem to successfully obtain a stock index futures account.
One is my ID card, through which you can check the age of customers (women must not be over 59 years old and men must not be over 60 years old).
The second is the degree certificate. The higher the education, the higher the score in the subsequent comprehensive evaluation. Of course, this does not mean that you cannot successfully open an account without a degree;
Three, commodity futures and securities trading certificate, with commodity futures experience to issue a delivery slip, investors with securities trading experience to issue a certificate in the securities company, in addition, there are no commodity futures trading experience to have 20 simulated trading records;
Fourth, issue certificates of financial assets and income, including stocks and futures. , scored 50 points in the subsequent comprehensive evaluation;
Fifth, personal integrity record proof.
The process of opening an account is to open an account with a futures company with my ID card and bank card. Bank cards need debit cards from China, agriculture, industry, construction, communications, CITIC, China Everbright and Shanghai Pudong Development Bank. Bank cards with credit card function cannot open accounts. The specific account opening process is as follows:
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.
The documents required to open an account are as follows
1, copy or scanned bank card 1.
2. Scanned ID card (electronic version)
3. Personal digital avatar
4. Information required for opening an account:
Personal: original customer ID card, customer bank card or passbook (foreign customers need to provide scanned copies of their positive digital photos ID cards, all of which are electronic versions).