1. Open an account with a fund company
The fund company belongs to the fund direct selling platform, and investors can directly apply for opening an account through the fund company official website. Individual investors need to provide information such as the original ID card and the account information of the designated bank account when opening an account through a fund company.
Fund products of fund companies can only be purchased through accounts opened by fund companies, and different fund companies need to open accounts separately, which is relatively troublesome to operate.
2. Securities companies and banks open accounts
Under the guidance of the staff of the business department, investors can bring the original personal ID card and the bank card of the designated bank to the securities company or the business department of the bank to open a capital account. In the process of opening, investors generally need to fill in the "Assessment Questionnaire on Risk Tolerance of Securities Customers" and handle the three-party deposit of banks, and I will go to the counter of bank outlets to confirm.
Investors can also open fund accounts at the same time as securities companies open stock accounts. After opening an account successfully, investors can buy and sell funds directly through official website or APP. Generally, securities companies can choose more fund products than banks.
3. Open an account on a third-party sales platform
Third-party sales platforms such as Alipay and JD Finance can also purchase funds, and the account opening process is relatively simple. Fill in the name, ID number and other information according to the page prompts, and confirm that all kinds of power of attorney agree and bind the bank card before opening an account.
The above information about where I want to open a fund account, I hope it will help you. Warm reminder, financial management is risky and investment needs to be cautious.