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 Operation Guide    

    "Personal Finance" is a series of ICBC finance products in home and foreign currencies. This group of functions allows enquiry, buying and closing of products, checking the shares and trading details as well.

Open/Cancel Trading Account
A service for customers to open or cancel Trading Account online.

Enquiry/Buy Financial Product
Check and buy ICBC financial products (RMB, FX) .

Enquiry/Redeem Shares in hand
Check the shares held under Trading Account for early redemption or close.

Check Trading details
Check the details of intra-day and history trades (buy, close and cancel) under Trading Account.

Amend/Terminate Agreement
Check/Terminate the agreement you signed with ICBC on auto-investment, rollover investment and execution details.

Cancel Order
Cancel the not-yet-effective purchase order or early close order placed through Internet Banking.

Adjust TX Card (A/C)
A function for changing the bank account for investment products.

Change Dividend Option
A function for changing dividend option for some of the investment products.




Special Note:
1. If you have opened a Trading Account but the Bank Card with the account opened has not been registered under Internet Banking, please add the Registration Card at ICBC business office.
2. If you wish to cancel Trading Account, make sure all shares under the account has been sold or closed upon maturity. Then click here: Open/Cancel Trading Account.
3. Call 95588 if you need further details."