1. On-site account opening process. Shanghai and Shenzhen securities account card investors can apply for it through the local securities business department or securities registration agency. They need to provide their valid ID card and a copy. If they entrust others to do it for them, they also need to provide the agent’s ID card and
a copy.
2. Opening an account at the Securities Business Department (1) Required documents: Investors provide the original and copy of their personal ID card, the original and copy of the Shenzhen and Shanghai Securities account cards; (2) Fill in the account opening information and sign the "Securities Trading" with the Securities Business Department
Entrustment Contract" (or "Securities Entrustment Transaction Agreement"), and at the same time sign the "Designated Transaction Agreement" related to the Shanghai Stock Exchange; (3) The securities business department opens a capital account for investors; (4) The securities business department needs to open a bank securities
Investors with transfer business functions should pay attention to the securities business department's instructions for the use of such business functions.
3. Bank-Security Connect Account Opening (1) Go through the account opening procedures at a bank outlet: Bring your valid ID card, the bank’s savings passbook with the same name (if not available, it can be opened on the spot) and the Shenzhen-Shanghai shareholder code card to the bank that has opened the “Bank-Security Connect” business
Go through the account opening procedures at a bank outlet; (2) Fill in the form: fill in the "Securities Entrusted Transaction Agreement" and "Bank Securities Entrusted Agreement"; (3) Set the password: After the form is verified to be correct, enter the transaction password on the spot and receive the agreement
You can inquire and entrust transactions by writing a customer link.
You can open an account online, but there will be restrictions. The formal way to open an account is to open an account on site in person.
Extended information The most common account opening method in off-site account opening is online account opening. Online account opening is a form of investor’s independent and self-service account opening. Investors apply for a digital certificate through the electronic certification service agency designated by the securities company and submit the digital certificate with the digital certificate.
Complete the account opening procedures online.