CITIC Securities Account Opening Process

Brand model: Yijia 10Pro

System version: ColorOS 12. 1

Application version: v4.0 1.007

1. Download the mobile phone account opening APP of CITIC Securities.

Second, open the software and click Open an account now.

3. Mobile phone number verification: Enter the mobile phone number, click to get the verification code, and then enter the verification code after receiving the SMS verification code, and click Next.

4. Upload a photo of your ID card, click on the front of your ID card, and the following will pop up. You can take a photo or select an existing photo from an album. After uploading all the photos, click Next.

Fifth, improve 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.

Improve the personal data of 10,000 people. After the real name verification is passed, enter the interface of the account opening business department. By default, it is "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.

Seven. Choose to open a shareholder account and set the transaction password.

Automatically judge whether the user has opened a shareholder account. If it is found through Deng Zhong that the user has opened a shareholder account, it will be automatically transferred to CITIC by default and returned to the shareholder account for the user to choose. Customers are allowed to choose not to open CSI A. By default, customers will open accounts with CSI Fund Account, Huaxia Fund TA and CITIC Securities Asset Management and Wealth Account.

Note: both the transaction password and the fund password are 6-digit passwords, and the fund password is the same as the transaction password by default.

Eight. Tripartite depository mechanism

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".

Nine, video witness

Enter the video witness session, users will witness the video with customers through the mobile phone camera.

X. digital certificate

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

XI。 Signing agreements 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.

Twelve. Self-service return visit and account opening completion 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.