First, investors can check the fund balance through the fund company official website or the mobile App. Fund companies usually provide an account login function. Investors can log in to their accounts by entering their account numbers and passwords, and then check the balance of funds they hold. This method is very convenient, you only need to register your account online to realize the operation, and you can query anytime and anywhere.
Secondly, investors can check the fund balance through the fund agency. Fund affiliates are institutions that sell fund products and provide consulting services to investors, usually banks, securities companies, insurance companies and other financial institutions. Investors can check at the counter of affiliated companies or ATM machines. Tellers can help investors to check the balance of funds by providing corresponding identity certificates and fund account numbers.
Third, investors can also consult the fund balance through the customer service hotline of the fund company or fund distributor. Every fund company or fund agent has a special customer service hotline. Investors can call the corresponding telephone number, communicate with customer service staff and provide the required information. Customer service staff will help investors check the balance of funds. Although this method requires some patience, it can directly consult professionals and help to answer investors' questions.
In addition, investors can also check the fund balance through the bank's online banking system. Many banks have reached cooperation agreements with fund companies to provide investors with fund trading and inquiry services. Investors only need to log in to their online bank account, find the function module of fund inquiry, and input the corresponding fund account number to inquire the fund balance. This way is very convenient, especially for investors who often use online banking, they only need to switch pages to complete the inquiry.
To sum up, investors have many ways to check the balance of funds. The fund balance inquiry can be realized through the fund company official website or mobile App, the counter or ATM of the fund agency, the customer service hotline and the online banking system of the bank. Investors can choose the appropriate way to inquire according to their own preferences and actual conditions.