TA=Trade Agent

trading agent

the fund trading account is an account established by the bank for investors to conduct fund trading in the bank. Investors must first open a fund trading account when handling fund business through bank agency outlets. This account is used to record investors' fund trading activities and their fund shares. Each investor can only apply for opening a fund trading account.

fund TA account is an account opened by the registration and transfer registration agency for investors to record the fund shares held by investors and their changes.

an investor has only one TA account in a fund management company, but he can have multiple trading accounts, such as one in the agricultural bank of China and one in a securities company. both trading accounts can be used for trading, and the fund can be transferred from one trading account to another, which is called transfer custody. TA account and trading account have a many-to-many relationship. An investor has only one trading account in the bank, but can buy funds from multiple fund companies. At this time, it is one trading account vs multiple TA accounts.

how to handle it: you can go to online securities-online fund-account management-open a TA account and then select a fund company to submit the confirmation. This operation will TAke 5 working days from 9: to 3: , and it will take about 2 working days for your ta account to be opened.