(1) Get a savings card or a financial card and deposit the investment money.
(2) handle securities cards for the transfer of investment funds.
2. Open personal online banking.
(1) First, customers apply for opening online banking through the bank website and become ordinary customers. Then sign a contract with a savings account at a bank outlet with the ID card and become a senior customer of the bank's personal online banking.
(2) The customer logs into the personal online bank, enters the card number and password of the securities in the pages of [Investment and Finance]-[Securities Business]-[Securities Card Management]-[Securities Card Signing], and adds the securities card to the online bank.
3. Open a fund account.
(1) The customer takes the securities card to the bank outlet to add the fund market code to be purchased or log in to the bank's personal online banking (the steps are the same as above), open a securities account online, and open the fund market.
(2) In [Investment and Financial Management]-[Securities Card Management]-[Opening Securities Account], select the certificate type and market code to be opened, enter the securities card password, and click "Submit", and the system will prompt that the account opening has been accepted successfully.
(3) If you need to inquire about the account opening of non-real-time securities products, please log in to our personal online bank for "securities account opening confirmation inquiry". On the Investment and Financial Management-Securities Card Management-Securities Account Opening Confirmation Query page, select the securities market, enter the securities card password, and click OK to prompt the account opening result.
4. Open-end fund net value inquiry-online transaction.
(1) The customer logs in to our personal online banking (the steps are the same as above), and selects the subscription, subscription, redemption and securities fund transfer services of the fund on the pages of Investment and Wealth Management-Securities Business-Fund Transaction to conduct corresponding transactions.
(2) Take the inquiry as an example: select "Fund Inquiry", select the fund company and fund name, and enter the password of the securities card to complete the subscription.