First of all, we need to know that margin trading cannot be directly transferred, because there can only be one margin account, so it is necessary to cancel the original brokerage and then open it with a new brokerage. However, when the new brokerage is opened, you can go to the original brokerage to print the credit account asset certificate, so that there is no longer a need to wait for another 20 trading days when the new brokerage opens the two financings.
Trading experience: Investors need to meet half a year's trading experience, and the average daily assets for 20 consecutive trading days are not less than 500,000 yuan.
Asset size: Investors need to have an average daily asset of not less than 500,000 yuan in the first 20 trading days before opening.
Age Limit: Investors need to be at least 18 years old and not more than 80 years old.
Risk Rating: The customer must have a C4 risk rating or above.
Professional Institutional Investors: For professional institutional investors, there is no need to identify the transaction period and assets.
Not on the company blacklist: Investors cannot be on the company blacklist.
Offline activation. 1) Offline standard mode: Investors who have never opened a margin account need to open a financial account with Broker A. The opening process includes opening a shareholder account at a brokerage, depositing funds, and meeting the average daily asset requirements to open permissions.
2) Offline non-standard mode: Investors who have opened margin trading business at Broker B need to open a financial account with Broker A. The opening process includes confirming the date of opening the two financial accounts, depositing more than 50w on the T-1 day of brokerage A, settling the liabilities of the credit account at brokerage B and transferring ** to the ordinary** account, and then canceling the two financial accounts. Go to Broker B on T day to play the daily net assets certificate of the credit account on the 20th trading day The average daily net assets of the credit account on the first 20 trading days The average assets of the ordinary account in the first 20 days of the average asset certificate, in the B brokerage to withdraw the order to transfer to custody, the premise is to know the seat number of the A brokerage, and try to complete the operation before 3 o'clock in the afternoon. Open a capital account at a brokerage, link a shareholder account, and finally open margin financing and securities lending business on the browser according to the offline opening guidance sent by the offline business department.
Online activation. 1) Online standard mode: Investors who have never opened a margin account can open it online in A** company. The opening process includes opening a shareholder account online at Broker A, depositing funds, and meeting the average daily asset requirements to open a financial account.
2) Online non-standard mode: Investors who have opened margin financing and securities lending business in Broker B can open it online in Company A**. The opening process includes confirming the date of opening the two financial accounts, depositing more than 50w on the T-1 day at brokerage A, and then applying to brokerage B for cancellation of the financing account (the cancellation must be cleared of liabilities), and then asking the original brokerage to print the 20-day average daily net assets certificate stamped with the business seal of the brokerage. In this way, investors do not need to wait for 20 trading days to change brokers, and can apply for margin trading business at the new brokerage firm immediately after the original brokerage is cancelled. If you have not opened financing at the original brokerage, this method is also applicable, and there is no need to wait for 20 trading days, as long as you prove the account assets.
When choosing a brokerage, investors need to consider the following factors:
Sufficient financing amount: Choosing a brokerage with sufficient financing amount can better meet the investment needs of investors.
Low Financing Rates: Lower financing rates can reduce costs and increase returns for investors.
Service quality: Brokers who choose the best service can get a better investment experience and follow-up services.
Technical support: Choosing a brokerage with good technical support can better protect the safety and smoothness of investors' transactions.
In short, you need to consider the above factors when choosing a brokerage, and make a suitable choice according to your own needs and risk tolerance. At the same time, investors need to understand the relevant risks and operate cautiously when opening margin trading.
The following is my summary of the current rate situation in the market for your referenceIf you have more questions, please leave a message in the comment area or communicate with me in a private message.