2024年3月30日发(作者：速琛瑞)
取得交易性金融资产的账户处理流程
1.交易性金融资产的账户处理流程包括账户登记和激活。
The account processing of trading financial assets
includes account registration and activation.
2.在进行账户登记时，客户需要提供个人身份信息和相关的金融
资产证明文件。
During the account registration, customers need to
provide personal identification information and relevant
financial asset proof documents.
3.客户的身份信息和资产证明文件会被审核和确认，以确保账户
信息的准确性。
The customer's identification information and asset proof
documents will be verified and confirmed to ensure the
accuracy of the account information.
4.审核通过后，客户的账户将被激活，并可以开始进行交易性金
融资产的交易操作。
After the verification is passed, the customer's account
will be activated and can start trading trading financial
assets.
5.客户可以选择通过线上或线下渠道进行账户登记和激活。
Customers can choose to register and activate their
accounts through online or offline channels.
6.线上渠道需要客户填写电子表格并上传相应的文件进行账户登
记。
The online channel requires customers to fill out
electronic forms and upload relevant documents for account
registration.
7.线下渠道则需要客户亲自前往金融机构办理账户登记手续。
2024年3月30日发(作者：速琛瑞)
取得交易性金融资产的账户处理流程
1.交易性金融资产的账户处理流程包括账户登记和激活。
The account processing of trading financial assets
includes account registration and activation.
2.在进行账户登记时，客户需要提供个人身份信息和相关的金融
资产证明文件。
During the account registration, customers need to
provide personal identification information and relevant
financial asset proof documents.
3.客户的身份信息和资产证明文件会被审核和确认，以确保账户
信息的准确性。
The customer's identification information and asset proof
documents will be verified and confirmed to ensure the
accuracy of the account information.
4.审核通过后，客户的账户将被激活，并可以开始进行交易性金
融资产的交易操作。
After the verification is passed, the customer's account
will be activated and can start trading trading financial
assets.
5.客户可以选择通过线上或线下渠道进行账户登记和激活。
Customers can choose to register and activate their
accounts through online or offline channels.
6.线上渠道需要客户填写电子表格并上传相应的文件进行账户登
记。
The online channel requires customers to fill out
electronic forms and upload relevant documents for account
registration.
7.线下渠道则需要客户亲自前往金融机构办理账户登记手续。