Step 1: Customer Qualification Survey

Fill in the "Customer Questionnaire"

Requirements 18-60 years old China citizen, with more than 2 years relevant investment experience.

Step 2: The customer is familiar with the product.

Familiar with trading and quotation system, do simulated trading.

It is required to simulate trading for 5 days and more than 20 transactions, so that customers can fully understand the risks of trading.

Step 3: Sign an investment agreement.

Sign the Customer Agreement and Letter of Notification of Rights and Responsibilities of Investors in Transaction Data Custody.

Need to provide a scanned ID card and a scanned image photo.

Step 4: Fund Custody

Sign a tripartite bank custody agreement.

Need to apply for Bank of Communications debit card, and open online banking, bank transfer functions, etc.

Step 5: Deposit money

Only the deposit activation can log on to the trading platform.

Step 6: Apply for account opening.

The customer signs the Investor Confirmation Letter to apply for account opening and activation.

The exchange confirmed that the first deposit was successful

Step 7: Start trading.

The customer can start the transaction.

Extended data:

First, pay attention to the following points when opening an account:

1, the safety of funds must be supervised, preferably by many countries, otherwise it will be mostly gambling platforms or black platforms.

2. The transaction cost should be as low as possible (of course, the lower the better, and it should be within a reasonable range). It is best for IB not to add points or commissions;

3. The stability of the platform is good, the market and trading speed respond in time, and there is no slip point. The slip point of FXCM can be adjusted by itself;

4. The service is good, the account opening process is simple and convenient, and the deposit and withdrawal are convenient and instant.

Second, trading is the core of making money in the financial securities market. This is actually a science. Most of our investors are actually trading with their own feelings and do not understand the real trading technology. Real professional traders are using strategies to trade, which is a series of scientific trading processes. Generally speaking, these trading strategies are mainly divided into:

1, trend breakthrough trading method (characterized by low success rate, but will try to enlarge the profit of profitable orders, such as the famous turtle trading method);

2, hedging plus trading method (characterized by the need for a lot of money against the market, but if there is a historical turning point in the market, there is a devastating risk);

3. Grid lock trading method (characterized by strong profitability in consolidation market, but once the market enters a unilateral trend, the risk is huge);

4, scalping trading method (characterized by high success rate, frequent trading, little profit each time, but reasonable stop loss control and low transaction cost);

5. Periodic trading method (characterized by average success rate, unstable profitability and large fluctuation of funds).

Baidu encyclopedia-gold account opening