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title: 1.6 主子账户 | ||
slug: IpYhwMNgJiRvvPk8AkzcqIBOnPh | ||
sidebar_position: 5 | ||
--- | ||
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# 1.6 主子账户 | ||
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## 1.6A 问:如何开设主子账户? | ||
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<b>答:</b>客户开户成功后,在后台「KYC > 开户列表 > 详情」页面中的 "<b>关联账户信息</b>" 点击「新增」添加主子账户。(见 1.6A 图一) | ||
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- 账户结构 | ||
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主账户可添加新的现金/融资账户(见 1.6A 图二);子账户需要绑定一个主账户。 | ||
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- 账户名称 | ||
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输入后在结单上会显示到账户名称。每个主子账户有独立的证券号,会按每个证券号发出结单。 | ||
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> 结构类型会影响到 App 操作“资金划转”及“股票划转”。 | ||
“主子帐户”和“股票划转”功能只有在客户帐户开了子帐户的情况下才会展示,否则是看不到的。 | ||
“资金划转”是可以看的,因为它支持主主帐户之间的划转。 | ||
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<img src="/assets/Snnnb2J3qoE2jZxwi91ccEI2njf.png" src-width="2506" src-height="888" align="center"/> | ||
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<em>1.6A 图一</em> | ||
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<img src="/assets/YSlabSrgOoJ7MSxze7EcueRMnUc.png" src-width="2360" src-height="1348" align="center"/> | ||
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<em>1.6A 图二</em> | ||
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## 1.6B 问:主子账户如何登录到 App? | ||
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<b>答:</b>客户如有主子账户,也是使用同一个登记电话登入到 App。登录后可以操作到所有主子账户作买卖及资金/股票划转,不能限制操作某个主/子账户的资产。 | ||
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## 1.6C 问:为什么在子账户操作修改资料会失败/没反应? | ||
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<b>答</b>:主子账户资料是共用同一份的,当其中一个主子账户修改了,其他的账户也会一并修改资料,如:开户资料、联络电话/电邮、授权人、风险评级等资料。 | ||
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> 一般可以在主申请账户中查看资料。(见 1.6C 图一) | ||
<img src="/assets/Lt5gbqrIUoSUcaxpftYciY5AnSb.png" src-width="2508" src-height="1326" align="center"/> | ||
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<em>1.6C 图一</em> | ||
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## 1.6D 问:为什么在「账户列表」点击的账户号码跟显示的当前账户号码不一致? | ||
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<b>答:</b>因为客户资料实际上是同一份,不区分证券账户,如需要查看应对证券账户,可以通过右上角切换账户。 | ||
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<img src="/assets/Z6vObj51GovxJKxRDzYcBXPRnVg.png" src-width="2682" src-height="1004" align="center"/> | ||
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