How to operate the fund transfer custody?

Many readers said that the fund recommended by Sister Ping is really good, but it is mainly based on the venue. I usually buy funds at the counter. Do I need to change them? Is there any way to change it?

1) Establish the correspondence between on-site and off-site accounts.

2) On the T-day egg roll, you need to enter the seat number of the brokerage firm to submit the application for custody transfer.

3) The fastest T 2 can check the share in the brokerage account.

Let's see how each step works.

1) Establish the correspondence between on-site and off-site accounts.

There are two ways to establish the correspondence between on-site and off-site accounts.

What if I don't have a securities account?

Just look at the second method and it will be ok.

Method 1: Go to the counter.

Bring my ID card to the counter of the brokerage business department where the account is opened.

If offline processing is troublesome, then online processing method 2 may be more suitable for you.

Method 2: Online transfer function.

Once the online custody transfer is completed, the relationship between on-site and off-site accounts can be established, which saves the trouble of offline business.

However, not all brokers can use the online transfer custody function. At present, only a few brokers support online custody transfer, such as Warburg Securities.

If you don't have a securities account, or your brokerage firm doesn't support the online custody transfer function.

Just open a new brokerage company with online custody transfer function.

Considering the powerful function of Warburg Securities trading software, after opening an account, you can not only buy funds according to Sister Ping's recommendation, but also automatically realize high selling and low sucking according to Sister Ping's trading strategy. In addition, it is very convenient to transfer custody online. Therefore, this paper specifically introduces how to open an account in Huabao Securities and transfer it to custody online.

Three steps: opening an account-buying funds that can be transferred to custody-transferring custody online.

Step 2: After receiving the news of successful account opening, click the magnifying glass in the upper left corner of the "Financial Management" page of Huabao Zhitou, enter the fund code, and purchase any fund that can be transferred to custody, and purchase the minimum purchase amount.

For example, in order to prevent unnecessary troubles, you can follow the operating procedures of the following two funds.

These two funds, one in Shanghai and one in Shenzhen. The function of this step is to establish the corresponding relationship between on-site and off-site to avoid the trouble of going to the counter.

Step 3: Wait for two days (T 0). After the subscription fund shares arrive, you can start the online custody transfer operation.

Selecting "Re-custody" can establish the corresponding relationship between Huabao's on-site account and off-site account, and Shanghai and Shenzhen funds need to complete it once each.

On the day when the transfer of Warburg Custody is completed, you can enter the platform of your own counter to purchase funds for the following steps. Take the omelet fund platform as an example.

2)T-day egg roll, submit the application for custody transfer, and enter the seat number of the brokerage firm.

(You need to ensure that the corresponding relationship between on-site and off-site accounts has been established, otherwise the transfer to custody will fail. )

Huabao's seat number has been prepared for you intimately.

No.20359, Building A, Hu Bao

2 12400, block a, huashen building

Then, you can start to transfer the omelet.

Next, according to the following steps, submit an application for custody transfer on the egg roll.

Note: When submitting the application, you need to enter the seat number. If the fund transferred to custody is in Shanghai, please enter the seat number of Shanghai A, and if the fund is in Shenzhen, please enter the seat number of Shenzhen A. ..

Take Warburg as an example. If the fund in Shanghai stock market is to be transferred to Warburg, enter the seat number of 20359.

Take Warburg as an example. If the fund of Shenzhen Stock Exchange is to be transferred to Huabao, enter the seat number 2 12400.

4) After the above custody transfer application is completed, wait patiently, and the share in the brokerage account can be found as soon as T 2.

If you do, your fund will have the opportunity to participate in arbitrage opportunities with high certainty! When others are in a daze because there is no such channel, you can sell at a high price or realize the desire of buying at a low price through transfer custody!

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