Quickly understand the 20 17 stock account opening process.

Investment and financial management is now the direction of more and more people, especially the stock market, which has a relatively large expected return and is the direction of many investors' attacks. If you want to invest in stocks, you must of course open a stock account first. This article will introduce you to the 20 17 stock account opening process.

At present, the two most common stock account opening methods are online/mobile account opening and on-site account opening. Next, I'll introduce you to the specific processes of these two stock account opening methods.

I. Online/Mobile Stock Account Opening

(1) You download XX Securities Mobile Account Opening APP；;

(2) Open the software and click to open an account immediately;

(3) Mobile phone number verification: enter the mobile phone number, click to get the verification code, enter the verification code after receiving the SMS verification code, and click Next;

(4) Upload a photo of your ID card and click on the front of your ID card. You can take a photo or select an existing photo from an album. After all the photos are uploaded, click Next;

(5) Complete information and identity verification;

After entering the data confirmation interface, improve the contact address and zip code, select the occupation and education, submit the user ID information to the Ministry of Public Security for identity verification, and enter the subsequent account opening step after verification.

(6) Select the account opening business department and entrustment method;

After completing the personal data and passing the real-name verification, enter the interface of the account opening business department, which defaults to "No Financial Advisor", and select the address of the province, city and business hall in the account opening area.

If the user selects "With Financial Advisor", please enter the number and name of the financial advisor.

(7) Choose to open a shareholder account and set the transaction password;

The system automatically judges whether the user has opened a shareholder account. If it is found that the user has opened a shareholder account through Deng Zhong, it will automatically transfer to XX securities by default and return to the shareholder account for the user to choose.

Customers are allowed to choose not to open Shanghai and Shenzhen A, and by default, accounts such as Shanghai and Shenzhen fund accounts will be opened for customers.

(8) three-party depository;

After setting the password, click Next to enter the three-party depository. Select the bank where I open an account, and enter the card number and password. Some banks don't need to enter a password, just enter the card number and click "Next".

(9) video witness;

Enter the video witness session, and the user will witness the video with the customer through the mobile phone camera;

(10) digital certificate;

After completing the video witness, the customer applies for and installs the Deng Zhong digital certificate;

(1 1) Agreement signing and risk assessment;

Enter the agreement signing interface, users can click on each agreement to read it carefully, and then click Next to enter the risk assessment.

(12) self-service return visit account opening interface;

After selecting the risk assessment questions, click Next to jump out of the risk assessment results, and then click Next to enter the return visit questionnaire page.

After confirming the relevant information according to the questionnaire prompts, click "Next" to enter the account opening completion page and wait for the account opening notice.

Second, on-site account opening

(1) Bring my relevant certificates to the business outlets of local securities companies to open an account. The documents mentioned here are mainly your second-generation ID card and an ordinary bank card. If you don't have a second-generation ID card, you can also open an account with a first-generation ID card, but you need auxiliary documents, such as a driver's license or residence permit.

(2) To open a securities account, you need to fill in the Signature Form of Securities Trading Account Opening Documents and the Risk Tolerance Assessment Questionnaire for Securities Customers; If the customer has never opened a securities account, he/she needs to fill in the Application Form for Registration of Natural Person Securities Account; These forms are very simple to fill in, and the staff of the sales department of the securities company will give guidance and follow the instructions. For stock account opening fees, each securities company is different, but most of them are free.

(3) Handling the depository of three-party banks. I go to the bank with the account number applied by the securities company and associate your bank card with the securities account number. To handle the third-party depository of banks, you need to fill in the Third-Party Depository Agreement for Customer Transaction Settlement Funds. If you don't have this bank debit card, just open a new debit card at the bank counter. Different securities companies have their own cooperative banks, so it will be more convenient to choose cooperative banks.

(4) You can trade stocks the next day after opening an account. You need to download and install the software of your securities company online, enter the account number and password of the securities account, and transfer the funds on the associated bank card to the securities account. This completely completed the 20 17 stock account opening process.

The above is the 20 17 stock account opening process for online/mobile account opening and on-site account opening. I hope it helps you! Stay tuned for more stock market news.