A while ago, some friends said that they wanted to replace the original brokerage, but they didn't want to sell **, so they couldthrough a broker'sTransfer to escrowfunction, transfer ** from the original brokerage account, to the new brokerage account
The benefits of re-custody are obvious, there is no need to sell ** re*** compared to the original brokerage to sell the new brokerage re** way,It avoids the risk of period** fluctuations and also reduces unnecessary double transaction fees
But the disadvantages of rehosting are also obvious, that isThe operation will be more troublesome, and you need to go to the offline business department of the original brokerage
The following describes the specific process of transferring hosting, which is divided into simplified version, detailed version, and precautions.
To put it simply, the way to transfer custody is:
1.First go to the offline business department of the original brokerage company to handle the transfer of custody and the withdrawal of the designation in Shanghai.
2.After the offline operation is completed, then find me to open a new brokerage.
3.After the account is successfully opened, the new brokerage account manager takes over the follow-up operations.
In the first step, the sales staff will guide you by hand.
In the second step, I will guide you by hand.
In the third step, the new brokerage account manager will guide you by hand.
1.Note: There may be slight differences in the details of different brokers, but they are very different.
There can be no transaction or any entrustment on the day of the transfer of custodyt-2No new shares can be subscribed on a daily basis
3.RecommendationsContact the local business department of the original brokerage firm in advance, and the other party can check whether it meets the conditions for transfer custody according to the fund account number to avoid running empty
4.Take a screenshotMake a note of the Shanghai under the original brokerageaShareholder account number, deepaShareholder account number, which will be used later.
During the trading hours, bring your ID card to the offline sales departmentHandle the transfer of custody and the withdrawal of the designation of the Shanghai Stock Exchange. During the process, the staff will ask you to provide the seat number of the new brokerage, and the seat number of different brokerages is different, but the seat number of each brokerage business department is fixedYou can ask me in advance
6.After the offline processing is completed, find me for the account opening method of the new brokerage, **Open an account with a new brokerage. In the process of opening an account, if you choose to transfer in the next step, you can choose the Shanghai note in the third stepa, deepaShareholder account number
6.*After the account is successfully opened, you will be assigned a new brokerage account manager. Inform the account manager that you have transferred your account, and let him help you operate the designated transaction in the Shanghai Stock Exchange
7.The transfer is completed, and if it goes well, it can be done within half a day. Under the new brokerage account, you can see the original position on the next day**.
Other considerations.
1.The transfer means that the original brokerage customer is lost, and it is reasonable for the other party not to cooperate with you, and it can generally be used as an excuse to support relatives and friends working in the brokerage. However, according to the feedback from many friends, there has been no deliberate non-cooperation.
2.If you open a financial account, you can't do custody, and you need to cancel the financial account first.
The authority of Hong Kong Stock Connect cannot be transferred and needs to be met againDaily average of trading daysAfter the request of Wan Asset, the Hong Kong Stock Connect authority will be re-opened. Before the re-opening of the Hong Kong Stock Connect permission, you will not be able to see the ** under the Hong Kong Stock Connect, and the market value of the Hong Kong Stock Connect will be calculated in the total assets. However, you can apply to the new brokerage account manager to display the Hong Kong Stock Connect account**.
4.If you have any other questions that haven't been mentioned, you can ask me privately.