With the continuous development of financial markets, more and more domestic investors are beginning to pay attention to overseas markets, especially the Hong Kong and U.S. stock markets. These markets gather the world's top enterprises, attracting a large number of investors' attention. However, before stepping into this investment field full of opportunities, the primary task is to successfully open a compliant Hong Kong and U.S. stock account. Changqiao Securities, as a leading licensed broker in Hong Kong, has simplified the account opening process, providing investors with convenient access to global investments. Through Changqiao Securities, you can not only enjoy the advantage of commission-free trading for life, reducing trading costs, but also rely on advanced financial technology and professional services to quickly enter the Hong Kong and U.S. stock investment market. Today, we will provide you with a detailed introduction to the account opening process of Changqiao Securities (this account opening process is only for users opening accounts using this exclusive link, helping you easily complete the account opening and start your global investment journey. First, register and log in. First, open the Changqiao Securities account opening page, enter your mobile phone number (please make sure to select the correct country/region code, such as +86 for mainland China). Next, obtain the verification code, check 'I have read and agree', and click the login button. Once logged in successfully, you will enter the next operation interface and click 'Open Account Now'.
Second, fill in personal information. After entering the account opening process, you need to select your nationality based on your personal situation. If you are a resident of mainland China, directly select 'Mainland'. Next, the system will prompt you to upload photos of your ID card's front and back sides. If you do not have a Hong Kong ID card, you can choose 'No'. After that, the system will require you to upload proof documents for your overseas broker account, as detailed below:
Statement Proof: The statement or bill of the overseas broker account (PDF file), must show your name, broker name, and statement date.
Account Opening Proof: A screenshot or document of the successful account opening email from an overseas broker, showing your name, email receipt time, and broker name.
If you do not have an overseas broker account, you can contact your broker's account opening assistant (WeChat ID: Ada_TechubNews) to obtain relevant proof documents. After uploading, the system will automatically recognize your identity information, and after confirming it is correct, continue to the next step.
After successful upload, the platform will automatically retrieve identity information, and after confirming it is correct, directly confirm to the next step.
Next, fill in occupational information. Write according to the requirements, and then fill in asset investment information. Just fill it out according to the prompts and your actual situation.
Read and select to understand the 'Risk Disclosure'. Next, 'Confirm Information'. Carefully check that all information is correct, then select confirm and click next. Enter the confirm information page, check for accuracy, tick the small round box in the lower left corner to confirm, and click next.
Enter the identity verification stage, enter your UnionPay card number and reserved mobile number under your name in mainland China for identity verification, and click next.
Enter the facial verification stage. Once ready, click to start recording. After recording a few seconds of facial video, verification will automatically proceed. Once verified, click next.
Enter the signature stage, handwritten input of your name in the blank area, and click complete confirmation after writing.
Enter the page, showing that the submission of materials is complete, and you need to wait for manual review. You will be notified by email once the review is approved. If not approved, you will also be notified by email of the issues. In such cases, there is no need to worry. Just go through the account opening application process again, correct the problematic areas, and resubmit. If you're still unsure, you can also contact your account manager for assistance.
Thank you for reading this article. We hope to provide you with clear guidance on the account opening process to help you successfully open a Hong Kong and U.S. stock account. We are very pleased to bring you information about the high-quality investment platform of Changqiao Securities. We wish you smooth sailing in your future investment journey and abundant returns!
