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What is a fund ta?
Trade agent

Fund trading account is an account set up by the bank for investors to conduct fund trading in the bank. Investors handling fund business through bank agency outlets must first open a fund trading account. This account is used to record investors' fund trading activities and their fund shares. Each investor can only apply for opening a fund trading account.

The fund TA account is an account opened by the registration authority for investors to record the fund shares held by investors and their changes.

1 Investors have only 1 TA account in a fund management company, but they can have multiple trading accounts, such as one in the Agricultural Bank of China and one in a securities company. Both trading accounts can trade, and funds can also be transferred from one trading account to another, which is called transfer custody. TA account and trading account have a many-to-many relationship. 1 Investors only have one trading account in the bank, but they can buy funds from multiple fund companies. At this time, it is 1 trading account vs multiple TA accounts.

How to handle it: you can go to online securities-online fund-account management-open a TA account and then choose a fund company to submit it for confirmation. This work needs to be completed from 9: 00 to 3: 00 in 5 working days, and your TA account will be opened in about 2 working days.