Prepare the funds first and check the qualifications. If all meet the requirements, then enter the next account opening process.

Second, provide relevant documents and materials, and relevant staff will clearly state the market risks.

Third, the marketing department will check the customer's identity and sign the relevant terms.

4. account registration, designated account provided by the exchange, etc. It is worth noting that futures investment is a high-risk investment, and investors must do what they can.

Futures account is the behavior of investors to open futures accounts and capital accounts. The China Securities Regulatory Commission has not clearly defined the minimum amount of funds for futures investors to open accounts. With the different scale of futures companies and different trading methods, the requirements of each company for account opening funds have certain floating space. With the gradual increase of bank transfer and futures securities transfer business, customers can freely transfer funds between bank accounts, securities accounts and futures accounts.

Bring my ID card and bank card to the futures company to open an account. Among them, bank cards need debit cards from China, agriculture, industry, construction, communications, CITIC, China Everbright and Shanghai Pudong Development Bank, and bank cards with credit card function cannot open accounts.

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.

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, bill of exchange and cheque are deemed to have arrived 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.

The futures company requires that the remitter's name must be the same as the account holder's name in the company before the money can be deposited in the account holder's name, otherwise the remitter must issue a "capital certificate" to the futures company. When customers remit money, it is best to fill in the column of "use of funds" as "XXX deposit account".

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.