Online account opening process of Shanghai Pudong Development Securities Co., Ltd.

1. Newly opened account:

You can go to Securities official website, enter online self-service account opening, choose online account opening and transfer, and then choose to open an account immediately.

1, verify the mobile phone number

2. Take a photo of your ID card and fill in relevant information.

3. To fill in the account opening information, you must select an account opening.

4. Three-party depository selection, bank card photo taking and bank card information filling.

5. Select the account opening business department and package, and fill in the information according to the account manager you contacted.

6, video witness, the computer needs to download the control and then close the browser to install the control, and then open the browser to enter the video. The mobile phone can directly video.

7. Install digital certificates, some computers don't need them.

8. Agreement signing and risk assessment

9. Set security questions

10, waiting for the telephone audit of Huatai headquarters.

1 1. The account will be available the next day after the call back.

Second, the transfer:

Online transfer is the same as online account opening. Afterwards, you can go to the original brokerage business department to handle the transfer procedures. Cancel the designated transaction of Shanghai A account. If Shenzhen A account has shares, it can be transferred to custody (if Shenzhen has no shares, it can not be transferred to custody). If you want to continue to use the original bank card, you need to cancel the tripartite correspondence.

After that, hang the designated transaction of Shanghai A account to the newly opened business department, and you can call the hotline for self-service.

The process is: 1 (securities business) -8 (self-service) -3 (designated transaction). Default telephone entrustment for online self-service account opening. You can also notify the account manager to hang an appointment for you through the counter system.