Platform Support
Securities
a. How to open a securities sub-account?
1. Choose ‘Asset Custody’ > ‘Hong Kong Custodian’ > ‘’Securities’ on the left menu.
2. Click ‘Open Account’
3. Select securities broker
4. Instruction Confirmation
Click ‘Open Account’ after confirmation
- Application instruction submitted and estimate account opening time is around 1 week. Clients will be notified once the account has been opened successfully.
- There is HKD 250 handling fee charged after the security sub account opened
b. How to trade?
- After login to your account, click “Securities”
- Click the button beside ‘Fee Schedule’
- “Log in” to your securities account on the securities platform
- Start trading
c. Transfer fund to securities account
- After login to your account, click “Securities”
- Click ‘Transfer in/Out’
- Input the transfer account and transfer amount, click ‘Continue’.
- Transfer instruction confirmation, click ‘Confirm’.
- Transfer instruction executed.
d. Check Recent Transcation
- After login to your account, click “Securities”
- Check the recent transaction between your Securities account and Trust account.
e. Securities Account Statment
- After login to your account, click “Securities”
- Click “Download Statement”, select the broker and date range
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