My funds
Funds held:Check the funds held, set dividend distribution mode, redeem, or switch fund.
My favorite funds:Add, delete, purchase or subscribe to favorite funds.
Pending order:Check the pending order.
Fund transaction
Purchase:Purchase the funds during the purchase period sold by ABC as an agent.
Subscription:Purchase the funds during the subscription period sold by ABC as an agent.
Redemption:Redeem the funds held currently.
Switch:Switch the funds held currently. Switch among funds of the same fund company.
Cancellation:Cancel the order for purchase, redemption, switch submitted on the current day (including the appointed purchase and application for redemption).
Scheduled fixed-amount application:Set the period for scheduled fixed-amount investment, purchase/redemption time, amount and share so as to complete the scheduled fixed-amount purchase and redemption as set within the appointed period.
Scheduled fixed-amount management:Modify or cancel the scheduled fixed-amount fund.
Dividend distribution mode:Set the dividend distribution mode, including cash dividends and dividend reinvestment.
Order inquiry
Historic order inquiry:Inquire into information for all orders by date and fund products.
Fulfilled order inquiry :Inquire into fulfilled orders by date and fund products.
Pending order inquiry:Inquire into pending orders for the day.
Sign-up & account management
Sign-up/cancellation:Activate or cancel the fund transactions through the online banking or in all channels.
TA account opening:Open a TA account.
TA account closing:Close a TA account.
TA account inquiry:Inquire into details of TA account.
Cards switch:Change the designated funds transaction card account.
Risk tolerance quiz:Test the risk tolerance type of customers.
Fund quotation
Check the updated quotation of the funds sold by ABC as an agent.
Customer Service Center : 95599
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