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What materials, certificates and so on. Do I need to prepare for opening an account?
What materials, certificates and so on. Do I need to prepare for opening an account?

Nowadays, with the improvement of people's living standards and income levels, more and more people are not satisfied with putting money in the interest of banks, but instead invest like funds and stock markets. Investors need to open a stock account before buying stocks. Similarly, investors need to open a fund account before buying a fund. So how does the fund open an account? What should I pay attention to?

First, the main way to open a fund account

Investors can bring valid identity documents and bank cards to open accounts in official website, securities companies, banks or other third-party consignment platforms. Details are as follows:

1. Open an account with a fund company. The fund company is a fund direct selling platform, and investors can directly apply for opening an account through the fund company official website. To open an account through a fund company, individual investors need to provide information such as the original ID card and the account information of the designated bank account, and complete the relevant steps.

2. Open an account at a bank outlet. Investors can bring the original personal ID card and the bank card of the designated bank to the securities company or bank business department, or the bank or securities company's APP to complete the account opening. When investors open a stock account in a securities company, they usually inquire about the capital account by the way.

3. Open an account on the Internet 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.

Second, what materials need to be prepared?