Step 1: Sign the contract.

Investors who handle fund business for the first time need to go through the signing formalities at any outlet of China Everbright Bank with Sunshine Card. Investors who have already gone through the signing formalities at China Everbright Bank do not need to go through the formalities again.

Step 2: Open online banking and mobile banking fund trading functions.

Customers who have signed the Sunshine Card but have not opened the online banking and mobile banking fund trading functions need to open it before they can handle business in the corresponding channels. If you have already done this business, you don't need to do it again.

Telephone banking fund business does not require customers to submit applications, and it is automatically opened when the card is opened.

Step 3: Log in to the electronic channel to handle business.

1. Online banking channel: Go to the homepage of "Online Banking" (namely ebank.cebbank.com), log in to the page of "Individual Users", and click "Open Fund" under the column of "Investment and Financial Management" to open an account and trade the fund.

2. Mobile Banking: Log in to "China Everbright Bank Mobile Banking" and click "Fund Investment" to conduct fund transactions.

3. Telephone banking: dial 95595 and select "Fund Business" under "Sunshine Card" to conduct fund transactions.