Account opening process of margin financing and securities lending

There are three categories: own seats.

offline standard mode: after meeting the requirements, go to the offline business department of the securities firm with my ID card and the bank card deposited by the credit user-indicate the intention and fill in the application materials (application form, risk disclosure, etc.). ) 3354 manual video recording, signing 3354 account opening and credit line. The treatment time is about 4 minutes. Under the first non-standard mode: you need to go to the original brokerage firm to make an asset appraisal certificate (all of them are more than 5, in the 2 days before the appraisal). 3354. Newly opened margin brokers internally identify and modify customer satisfaction conditions. 3354. The new brokerage company fills in the information, video authentication and signs the contract. 3354. Account number and credit line. Processing time: the fastest day.

standard online mode: the processing time is about 4 minutes, at home or in the office.

a. Open the computer login website given by the brokerage firm, enter the fund account number and password, and click "Login"

b. Automatically verify the conditions for opening the credit account (including appropriateness)

c. Reveal the risk of margin financing and securities lending (the video will be played for about 13 minutes)

d. Test the knowledge of margin financing and securities lending business, with 1 questions and 4 questions, which is very simple. Up to this point, it's all done by computer, and it won't be affected during the work.

F. after receiving the SMS notification that the video has passed the review, proceed to the next step: bind the three-party deposit of the credit user, and wait for a few minutes to see the credit limit of the credit user's fund account.

two. The conditions of margin trading

the regulatory requirements are:

1. Meet the requirements of securities trading experience for half a year (the first stock transaction recorded by Deng Zhong Company)

2. Meet the requirements of 5, account assets in the first 2 days.

Securities assets refer to assets held by investors such as customer transaction settlement funds, stocks, bonds, funds and asset management plans of securities companies (including diversified financial products such as OTC).

Tips: The funds involved in the reverse repurchase of government bonds are also included in the assets of 5, yuan opened by the two companies. Related questions and answers: What are the conditions for opening an account for margin financing and securities lending? Is there an age requirement?

Hello, it is consistent with the requirements for opening an account in A shares, and there is no special age requirement.

opening an account for margin financing and securities lending requires that the customer's investment and trading experience should be 6 months, and the average daily assets of the account for 2 consecutive trading days before the application are more than 5,.