What is the process of fixed investment of index funds?
1. Opening and handling accounts
After choosing a securities company you trust (you can also check and compare it online), bring your ID card and bank card and other relevant supporting materials to the securities company to open an account. After opening an account, you can access the fund account management system of China Clearing Company, and you can inquire, purchase and redeem the fund and make a fixed investment.
2. Open online banking.
Select the online bank supported by the bank to conduct fund transactions, and open relevant functions to facilitate investors to transfer funds in and out and buy and sell funds.
3. Log on to the trading platform
Select the trading platform cooperated by securities companies to log in, and enter the account name and password. Forgotten passwords can be retrieved by binding mobile phone numbers.
4. Choose index funds
Investors are advised to choose the index fund that suits them according to their investment preferences and capital needs, and set the fixed investment time, fixed investment amount and fixed investment cycle.
5. Set a fixed investment plan
After setting the above related steps, investors need to confirm, including the transaction fee, and then determine the payment.
After completing the above-mentioned series of steps, investors can start the fixed investment of index funds.
It is convenient for investors to find funds to set up fixed investment directly on the trading platform. Common fund trading platforms are: Tian Tian Fund, Alipay and WeChat. At present, index funds are divided into off-exchange index funds and on-exchange index funds. Off-exchange index funds can set fixed investment, while on-exchange index funds cannot set fixed investment.