1. How does the fund decide to open an account?

There are two ways to open a fund account: 1, and directly open an account with the fund company; 2. Open an account in a consignment agency (including securities companies and banks)

Second, why is it best to open an account in a securities company to buy a fund?

Usually people choose to go to the bank to buy funds, thinking that only banks can buy funds. In fact, the most convenient way to buy a fund is to go to a securities company.

First of all, fund companies have relatively few outlets, which makes it inconvenient to handle business;

Secondly, although there are many bank outlets, the funds sold by banks are extremely limited, and it is also very complicated to handle the business of replacing bank cards and changing customer information.

Third, compared with securities companies, it has obvious advantages. As long as you open an account in the sales department once, all domestic listed stocks and all funds can be easily purchased and traded at home. The funds arrive quickly, the turnover rate is high, there is no stamp duty and the operation is simple and convenient. Why do you need to spend time and energy filling out forms and queuing at the bank?

Third, the process of opening a fund account

1, consultation appointment

Telephone consultation and appointment in advance, digest problems before handling business and improve efficiency.

2. Open a fund account

I hold my ID card and bank card to open an account in the designated business department and set the transaction password.

3. Confirm the bank card.

I hold my ID card, bank card and the third-party depository agreement signed by the business department to handle bank card-related business in the corresponding bank.

4. Download and use the software for trading.