Account opening preparation
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 experience in commodity futures to issue a delivery slip, investors with experience in securities trading to issue a certificate of securities, and no experience in commodity futures trading 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.
Account opening process
Bring my ID card and bank card to open an account in Futures * *, in which bank cards need debit cards issued by China Agriculture, Industry, Construction, Communications, CITIC, China Everbright and Shanghai Pudong Development Bank, and bank cards with credit card function cannot be opened. The specific account opening process is as follows:
encode
After the customer obtains the capital account in Futures * *, Futures * * will handle the trading code in various exchanges for the customer, and the transaction can be carried out after the code is approved.
Bank demand deposit
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 are deemed to have been received after the funds are deposited in the futures account; Foreign customers can open a current account in any local bank and transfer the money to the account of * * through this bank. After the funds are in place, it is considered a success.
Matters needing attention
Futures * * requires that the name of the remitter of funds must be the same as that of the account holder of * * before the funds can be deposited in the account holder's name, otherwise, the remitter must issue a "capital certificate" to futures * *. When customers remit money, it is best to fill in the column of "use of funds" as "XXX deposit account".
trade
Futures * * fully open 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 * * to watch and analyze the market through the Internet, and entrust online trading customers to help themselves. When there is a problem with the network, they can place an order through futures * * * (see futures account opening information for the number), and quote your trading account number and trading code to place an order.
If the futures communication fails, the system will automatically switch to manual entrustment to place orders, and customers can still conduct self-service transactions online, but the speed of placing orders and returning goods will be reduced.
To close/close/close an account
Futures * * electronic system for real-time dynamic settlement, customers can query the account during the transaction. After the market closes every day, the futures settlement department makes the final settlement. Customers can choose to view the settlement results in writing, * *, * * and online, or log in to China Futures Margin Monitoring Center to inquire about the detailed transaction records of the current week and month.
golden
It can be done through trading software, and most investors use silver transfer in trading software to handle cash withdrawal. You can also issue a withdrawal instruction through * *, and the financial department of futures * * will handle the withdrawal for customers by means of 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 * * will remit the funds to the designated account! Foreign customers need to send the originals of the above two documents back to me. If it is urgent, you can use * * to record it first, and then we will remit money to send it back to the original.
cancel sb's household registration
After the customer completes the account cancellation procedures specified in futures * *, both parties sign a termination agreement to terminate the agency relationship (referring to the customer and futures * *). When customers close their accounts, they need to download the formal Confirmation of Futures Trading Settlement Form, Confirmation of Customer Closing and Application Form for Investor Closing in Futures Market, and sign or send it to futures.