With the development of society, people pay more and more attention to financial management, and funds have become a widely concerned investment method. In order to better invest in the fund, we need to handle the fund account first. Let me introduce you to the detailed process of handling fund accounts.

1. Select an account bank.

Before handling a capital account, you need to select an account opening bank. At present, all major domestic banks can open capital accounts, such as Industrial and Commercial Bank of China, Bank of China and China Merchants Bank. Which bank to choose can be based on the convenience of its location, the service quality of the bank, the cost of opening an account and other factors.

Second, go to the bank counter.

After choosing a good bank, you need to go to the bank counter. At the counter, the staff will provide the relevant fund account opening form, and after filling it out, you need to submit the identity certificate, bank card and other materials.

Third, apply for a fund account

Bank staff will review the completed forms and submitted materials, and apply for a capital account for customers after the approval. After the application is successful, the bank will inform the customer of the account name, account number and other information.

Fourth, open online banking.

Some banks support opening fund accounts online. You can directly log in to the bank's online bank to open an account, which can save time in going to the bank counter. After opening an account, the bank will send the account name, account number and other information to the customer's mobile phone or email address. At this point, customers need to go to the counter to handle the online banking opening procedures.

Verb (abbreviation for verb) buys fund products.

After opening a fund account, customers can purchase appropriate fund products according to their own needs and risk tolerance. Buying fund products needs to be done at the bank counter or online banking. When purchasing, customers need to know the relevant information of fund products, such as fund size, fund manager and investment strategy.

Sixth, adjust the investment portfolio regularly.

Investment funds are not one-off and need continuous attention and adjustment. Customers need to know the income of their fund products regularly and adjust their investment portfolio according to market changes and their own needs in order to obtain better income.