Today, I will take you to know how to transfer accounts? First of all, we need to figure out the difference between transferring and closing accounts. Account cancellation refers to the cancellation of the original brokerage's capital account, but the premise of cancellation is that there are no funds in the account and the ** that is being held.
That is to say, if an investor wants to cancel his account, he must transfer all the funds in the account to the bank card and sell the ** he holds. So if the investor doesn't want to sell *** and then re-**, he can choose to transfer at this time.
As the name suggests, transfer refers to the transfer of accounts, that is, investors can transfer the ** of the original brokerage to the accounts of other brokers. In this way, you don't have to sell again, so as not to miss the right investment opportunity.
Then let's introduce to you the specific operation process of ** transfer, which is mainly summarized as the following 2 steps:
1. Account transfer
First of all, the first step in the transfer process is that the investor needs to bring it during the trading hoursValid IDGo to the original brokerage business department to handle the transfer over the counter, but hereA few important pointsNeeds attention.
1. Before the transfer, you need to transfer all the remaining funds in the account to the bank card, and you cannot conduct ** transactions, subscribe for new shares, and there can be no unexpired treasury bond reverse repurchase in the account on the day of transfer;
2. There is no need to go to the original account opening location to handle the transfer, and the investor only needs to choose any of the nearest business departments of the original brokerage firm to handle the transfer;
3. When handling the transfer, the original brokerage will go through the procedures of "canceling the designated transaction", that is, revoking the designation of the Shanghai Stock Exchange and applying for the transfer of custody. To handle the transfer of custody, you need to fill in the transfer custody form, and the full name and seat number of the new brokerage need to be filled in on the transfer custody form. Therefore, investors need to contact and communicate with the account manager of the new brokerage firm in advance before handling the transfer.
Second, newly opened
After the investor completes the transfer business with the original brokerage, he can choose a new ** company to open an account. When opening an account with a new brokerage, select Transfer Account and add the corresponding shareholder number. In this way, the investor's *** can be transferred to the new ** account on the next day of account opening. Here, it is recommended that investors take a screenshot of the positions in the original account, because the transaction price of the day will be registered after the transfer.
Tips:When an investor handles a transfer, the original brokerage firm will definitely retain the customer through various ways and ask for the specific reason for the transfer. Investors only need to insist on their personal wishes to transfer or say that their friends need help working in the brokerage, and if the original brokerage set up obstacles to prevent the transfer, they can complain to the CSRC.
Well, the above is the specific operation process of the transfer! In general, compared with the closure of the account, there is one more process to go to the counter. But for investors who don't want to sell tickets, transferring is a better option. Transfers can also choose a new ** company with lower commissions and better services. It is also best to contact the customer service manager to understand clearly before handling the transfer, which will also assist you in handling the transfer-related business, which will also save time and cost. If you have any other questions related to account closure or investment, please feel free to contact us!