1. Non-reserved account opening process: If the conditions for opening a margin account are met, you can personally open an account at the counter of the account opening business department with your valid ID card, real-name registration system ordinary securities account card, three-party depository transfer bank card (consistent with the name of the securities account) and other account opening materials during trading hours, and you may not entrust others to do it on your behalf.

2. Opening an account by appointment: under the condition of opening an account by margin trading and securities lending, fill in the relevant information in the mobile phone Easy Gold Rush and submit an appointment application. After the appointment is successful, you need to bring your ID card, shareholder card, fund card and bank card related to credit account to the reserved business department to open an account at the appointment processing time.

Extended data:

Account opening process

Step 1: Investors need to determine whether the securities companies and business departments that open accounts are qualified for margin financing and securities lending business.

Securities companies must be approved by the China Securities Regulatory Commission to carry out pilot financing and securities lending business; Without the approval of the China Securities Regulatory Commission, a securities company may not provide any convenience and services for the margin financing and securities lending activities between customers or between customers and others. Moreover, securities companies are also qualified to carry out margin financing and securities lending business for their subordinate business departments, and not all business departments can handle margin financing and securities lending business.

Step 2: Investors need to determine whether they meet the requirements of securities companies for margin customers.

Margin trading has certain requirements for investors' assets, professional level and investment ability. Due to the principle of appropriate management, securities companies will initially screen investors who apply to participate in margin trading.

Before opening an account for margin financing and securities lending business, investors need to evaluate and determine whether it meets the customer selection criteria for margin financing and securities lending of securities companies.

Step 3: Investors need to transmit credit information from the headquarters of securities companies.

Before margin financing and securities lending to customers, securities companies will conduct credit surveys on investors who apply for margin financing and securities lending business, so as to understand the identity, property and income status, securities investment experience and risk preference of customers, and keep records in written and electronic ways.

Securities companies will comprehensively determine the investor's credit limit according to the application materials, credit status, collateral value, performance and market conditions submitted by investors.

Step 4: Investors need to sign margin financing and securities lending contracts, risk disclosure documents and other documents with securities companies.

Before signing a margin trading contract with a securities company, investors should listen carefully to the explanations of the relevant personnel of the securities company on the business rules and contract contents, understand the business rules and risks of margin trading, and sign the margin trading contract and risk disclosure book for confirmation. Investors can only sign financing and securities lending contracts with securities companies to integrate funds and securities into them.

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