Fund account opening process
1, through a securities company, and bring my ID card information to open an account;
2. Open a fund account through a bank, because the amount of the fund is directly related to the bank card;
3. Confirm the fund account on the third-party sales platform of the fund;
4. If you want to open a fund in official website, you can buy a fund if you have your own account.
Fund account refers to the account where investors receive and pay funds when they purchase, redeem and distribute dividends, that is, the personal passbook or bank card used to open an account, and the account number of the fund account is passbook account number or bank card number.
Fund companies are fund direct selling institutions, and investors can directly apply for opening an account in official website. Individuals can open an account in a fund company and need to submit identity documents, designated bank account information and other materials.
If you open a fund account in a fund company, you can only buy the company's fund products. If the fund company is different, you have to open an account again, which is relatively troublesome.
What are the advantages of opening a fund account?
Opening a fund account allows you to enjoy professional investment management. Funds are managed by professional fund managers or index compilers. They have rich market experience and analytical ability, and can adjust investment strategies in time according to market changes, saving you time and energy in research and stock selection.
Opening a fund account allows you to get low-cost investment services. Generally speaking, the operating rates of funds are relatively low, especially index funds and floor funds, which are only about 0,1%-0,6%, and there are many preferential activities, which can save you a lot of investment costs.
Opening a fund account allows you to enjoy flexible and convenient investment methods. There are many trading methods of funds, such as on-site trading, off-site trading, quota, quota and so on. You can choose according to your own funds and investment goals. Moreover, there are many trading channels for funds, such as online banking, mobile APP and Alipay. As long as there is a network, they can operate anytime and anywhere.