1. Certificates and documents required to open an account:
1. Original ID card;
2. My bank card;
3. A mobile phone in normal use
4. A computer equipped with a camera and capable of accessing the Internet (Internet access through a proxy is not currently supported)
2. New account opening process:
① Upload ID photos and complete the video witness. Investors upload (or directly take pictures of the camera) the front and back images of the ID card photos on the online account opening website, and take their own headshots. Photos and images uploaded must be clear and readable. In order to ensure the safety of investors' assets, according to the arrangements of the regulatory agency, investors applying for account opening must also conduct real-time video witnessing through online video with the company's online account opening witness. During the witnessing process, the witness will review the investor's uploaded certificate materials and video content. And record the witness video. The video witness must be handled by the investor himself. Please have the original ID card handy when applying.
② After applying for a digital certificate and passing the video witness, investors can apply for a digital certificate. Each investor's digital certificate is exclusive. The certificate contains his or her own identity information and is an identity authentication tool for investors in subsequent account opening operations. After application, the digital certificate will be installed on the computer, and investors' subsequent account opening operations must be completed on the computer with their own digital certificate installed.
③ To open a capital account, fill out and submit the application form and read the relevant agreement carefully. After confirmation, investors will immediately obtain the Guotai Junan capital account they applied for and receive the corresponding SMS notification.
④ When handling the third-party custody business of RMB funds, investors select a bank that has opened a debit card and enter the bank’s account number and other relevant information according to the prompts on the page.
⑤ Open a securities account. After the investor’s own capital account has opened a bank-securities transfer relationship, he or she can choose to open a Shanghai A-share shareholder account, a Shenzhen A-share shareholder account and a fund account online. After being reviewed and confirmed to be qualified, We will handle relevant procedures for investors such as opening shareholder accounts.
⑥Return visit According to the online account opening rules, after the capital account and securities account are opened, they cannot be used immediately. The securities company must make a return visit to the investor before trading permissions can be opened for the investor's new account. . Our company will generally conduct a follow-up visit to investors by phone within 2 working days after the account is successfully opened.
⑦After the investment transaction return visit is completed, investors can use the account to start trading.