Does the financial risk assessment have to be done at the counter?

If it is the first time to buy bank wealth management products, you generally need to go to the bank counter to operate. Investors can also carry their ID cards to the bank counter for questionnaire evaluation, and the bank will classify them according to the investors' answers.

The future evaluation may not be operated at the counter, but investors can conduct the evaluation through the bank's mobile banking. Generally speaking, if it is the first time to buy wealth management products in mobile banking, they will be asked to conduct a questionnaire survey according to the page prompts and answer relevant questions truthfully to complete the evaluation.