2。 Fill in "

fund

Open an account with customer information "(the address and zip code on it are very important. In the future, the fund company will send you a statement according to your address and zip code every month, and you can see all your transactions on it.

Fill in the "opening a fund TA account" (because the TA code of each fund may be different, if you want to buy funds over the counter, you must open a TA account first. You can't buy it without opening a TA account. Handling fee 10 yuan).

Fill in the "Fund Purchase \ Subscription Form" (if it is an over-the-counter fund purchase, fill it in, and write down the debit card number, name, fund code and fund name you just opened).

The above is the process of counter operation.

If you want to buy and sell funds online or by telephone, you can also:

First of all, I bring my valid ID card to fill out the Application Form for Individual Registered Customers at the counter and ask to print a QR code envelope for you (this is needed for online operation). So you can do it online and on the phone, so you don't have to go to the bank counter.

If in doubt, you can dial "95599" and transfer to manual service. They will tell you how to deal with them.