Online banking or securities account: For investors who have online banking or securities accounts, it is very convenient to inquire all the funds under their personal names. Just log in to the corresponding platform and find the relevant options on the account page to view all the fund products held. First, select "My Assets" and "Holding" and other similar options in the online banking or securities account to enter the holding page. Then, find the fund associated with you in the list and check its detailed information, such as share, market value, income, etc.
Fund company official website: First, open the fund company official website. Find "Individual Investor", "My Fund" and other similar options on the home page or navigation bar, and click Enter. Next, log in to your account (if you don't have an account, you need to register one). On the individual investor page, functions such as "My Fund" and "Position Inquiry" are generally provided. After clicking the relevant options, the system will display the information of all funds under the personal name.
Fund sales organization: you can choose to inquire about the sales organization of the purchased fund. Call customer service or go to the local branch to consult the staff. Tell them that you want to check all the funds in your name and provide the necessary identity information to verify your identity.