In addition, users can also go to the offline outlets of any securities company, give their ID cards to the staff and inquire about all securities accounts under their names.
Opening rules
A natural person or legal person can open different types and uses of securities accounts. The same entity can open multiple securities accounts. Under normal circumstances, the first account opening network advises investors to open Shanghai A-share accounts and Shenzhen A-share accounts; Investors holding Hong Kong dollar investment securities shall open a Shenzhen B-share account; Investors holding US dollar investment securities shall open a Shanghai B-share account; For investors who have already opened A-share accounts, CSI has allowed them to invest in funds without opening a fund account.
Domestic securities are divided into A shares and B shares. The English in HongKong is: Hong Kong, so the shares in Hong Kong are called H shares. A shares and B shares are only traded in domestic securities companies, and each country has relevant securities institutions. Only by opening an account in the corresponding securities operation institution can the relevant stocks be traded.
perform formalities
Account card
Investors who want to enter the market should open a securities account card in advance. Open Shenzhen securities account card and Shanghai securities account card respectively.
Shenzhen securities account card
Investors can handle it through the local securities business department or securities registration institution, and they need to do it in person with valid identity documents and copies.
Legal person: handle with business license (and photocopy), power of attorney of legal person, certificate of legal representative and ID card of agent.
Securities investment funds and insurance companies: you need to go directly to Shenzhen Stock Exchange to open an account card.
Account opening fee: individual 50 yuan/each account; Institution 200 yuan/per account.
Shanghai securities account card
Investors can go to the account opening agencies of Shanghai Securities Depository and Clearing Corporation in various places, and they need to go through the relevant procedures for applying for opening a securities account in person, and bring their valid identity documents and copies.
Legal person: the original or photocopy of the business license of legal person, or the original and photocopy of the legal person registration certificate issued by the civil affairs department and other competent departments are required; The power of attorney of the legal representative and the valid identity certificate of the agent and their copies.
Entrust others to do it for you: you must provide the identity certificate of the agent and its copy, and the power of attorney of the client.
Account opening fee: individual 40 yuan/each account; Institution 200 yuan/per account.
open an account
After handling the Shenzhen-Shanghai securities account card, investors need to open an account in the securities business department before buying and selling securities, mainly at the business counter of the business department of the securities company or the account opening branch of the designated bank, and then they can buy and sell securities.
Opening procedure of securities business department
(1) When an individual opens an account, he/she needs to provide the original and photocopy of his/her ID card and the original and photocopy of Shenzhen and Shanghai securities account cards.
If it is an agent, it is also necessary to sign a power of attorney with the client at the same time, and provide the original and copy of the agent's ID card.
To open an account in a legal person institution: provide the legal person business license and its copy; Certificate of legal representative; Original and photocopy of the securities account card; The original and photocopy of the legal person's power of attorney and the licensee's ID card; Unit reserved seal. B-share accounts also need to provide overseas business registration certificates and directors' certification documents.
(2) Fill in the account opening information, sign a securities trading entrustment contract (or a securities trading entrustment agreement) with the securities business department, and sign a designated trading agreement at the Shanghai Stock Exchange.
(3) The securities business department opens a capital account for investors.
(4) Investors who need to open the bank-securities transfer business function of the securities business department should pay attention to the instructions on the use of such business functions by the securities business department.
Trading means
When opening an account, investors need to choose their own future trading methods and ways of accessing funds, and sign corresponding account opening procedures and agreements with the securities business department. For example: on-site trading, telephone entrustment, online trading, mobile phone stock trading, etc.