Step 1, according to the requirements of the securities business department to be transferred, go through the account opening formalities at the transferee and get the seat number (6 digits) of the securities business department in Shenzhen Stock Exchange; Step 2: On the normal trading day (T day), go to the transferor's agency to handle cross-system transfer custody business as required, and bring valid identity documents, bank account cards and other related materials as required by the transferor to handle transfer custody at the transferor (original sales outlets); Step 3: From the day of T+2, investors can inquire about the receipt of fund shares in the on-site system transferred to the securities business department, or conduct transactions in the on-site system.