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Update feishu pages (#116)
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Co-authored-by: Longbridge Whale docs bot <[email protected]>
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github-actions[bot] and Longbridge Whale docs bot authored Jun 28, 2024
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8 changes: 7 additions & 1 deletion locales/zh-CN/docs/BkapwOnc7iv94Hkh2Rtck4ainDd.md
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Expand Up @@ -30,5 +30,11 @@ sidebar_position: 4

## 1.5D 问:客户 HKIDR 已同意,但未生效,能买卖港股吗?

- <b>答:</b>可以的,涉及到新开户当天 HKIDR 未能生效,在「BCAN 列表」同意港股 HKIDR 可作买卖,如没有同意的只能下卖单。
<b>答:</b>可以的,涉及到新开户当天 HKIDR 未能生效,在「BCAN 列表」同意港股 HKIDR 可作买卖,如没有同意的只能下卖单。

## 1.5E 问:昨天约下午 5 点开通账户,HKIDR 报送最早在今天早上 8 点作自动申报,客户的港股通状态为未生效,会否影响到下单交易?
及 是否需要等今晚交易所文件回报后才会更新为已生效?

<b>答:</b>HKIDR 每天下午 4:30 交易所就停止申报了,在这个时间点后的客户,要在第二天再去报送。在 HKIDR 未生效而同意了港股交易状态下,不会影响到客户的买单和卖单交易。
HKIDR 文件上传等晚上 6:00 后交易所处理完成,返回全景文件到系统后,才会变更为已生效状态。

36 changes: 36 additions & 0 deletions locales/zh-CN/docs/BuYmwP261iyFTiknDAscRHaSndc.md
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Expand Up @@ -31,3 +31,39 @@ sidebar_position: 15
浮动盈亏:(12.36 - 17.5)X 200(一手)= -1,028
当日盈亏:(12.36 - 15.1)X 200(一手) = -548

## 16D 问:客户主子账户在 App 如何操作?

<b>答:</b>客户如有主子账户,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。
资金调拨可以使用「资金划转」功能:「账户间资金划转」由主账户把资金调到第二个主账户或「主子账户资金划转」把资金调至其属下的子账户。
股票调拨可以使用「股票划转」功能:由主账户把持仓调到其属下的子账户。


> “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,因为这两个功能只是针对主子帐户之间的功能。
“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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## 16E 问:BMP 行情是什么?

答:港股基础报价 (BMP):

1. 自选仅支持显示 20 只股票的手动刷新实时行情,超过的部分会显示延时 15 分钟行情。(自选股栏最近选择的 20 只股票展示实时行情,行情页面显示的是延迟行情)

2. 个股页支持手动刷新实时报价。

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<img src="/assets/LrOgbHGghowuNXxtjXecggq9n5c.png" src-width="2516" src-height="1268" align="center"/>

## 15C 问:“结算账户”跟“业务账户”如何影响到对账类型?

<b>答:</b>上手代理/托管商设置的对账类型「结算账户」指以已结算数量(T+2 交收后)来显示持仓股数,「业务账户」指以账面股数(即时反映)来显示持仓股数。
系统主要以「结算账户」已交收的股数作对账,如设置了「业务账户」以账面股数对账,会引致 SDR025 - Stock Reconciliation Report 不对账,可以统一以把对账类型选为结算账户。

<img src="/assets/JEOybKwukolNKJx9d0UcpLfonXb.png" src-width="2672" src-height="1404" align="center"/>

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<li>全额免佣:即支持按照当前卡券价值全额免佣,直到扣完全部额度为止</li>
<li>按比例免佣:即按照配置比例进行佣金优惠。例如配置 80%,则收取 80% 佣金。免除 20%</li>
</ul></td></tr>
<tr><td><p>打新特权卡</p></td><td><p>指定 IPO 可用</p></td><td><p>非必填,单选。可选择指定打新股票可用。</p></td></tr>
<tr><td rowspan="3"><p>打新手续费卡</p></td><td><p>指定 IPO 可用</p></td><td><p>非必填,单选。可选择指定新股可用。</p></td></tr>
<tr><td><p>打新方式</p></td><td><p>必填项,单选。可选择融资打新或现金打新时使用该卡券</p></td></tr>
<tr><td><p>融资额度门槛</p></td><td><p>当选择融资打新时可选填,设置后则只有在大于该融资额度打新时才可使用本卡券</p></td></tr>
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---
title: 1.6 主子账户
slug: IpYhwMNgJiRvvPk8AkzcqIBOnPh
sidebar_position: 5
---


# 1.6 主子账户

## 1.6A 问:如何开设主子账户?

<b>答:</b>客户开户成功后,在后台「KYC &gt; 开户列表 &gt; 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)

- 账户结构

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。

- 账户名称

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。

> 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。

<img src="/assets/Snnnb2J3qoE2jZxwi91ccEI2njf.png" src-width="2506" src-height="888" align="center"/>

<em>1.6A 图一</em>

<img src="/assets/YSlabSrgOoJ7MSxze7EcueRMnUc.png" src-width="2360" src-height="1348" align="center"/>

<em>1.6A 图二</em>

## 1.6B 问:主子账户如何登录到 App?

<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。

## 1.6C 问:为什么在子账户操作修改资料会失败/没反应?

<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。

> 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"/>

<em>1.6C 图一</em>

## 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?

<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。

<img src="/assets/Z6vObj51GovxJKxRDzYcBXPRnVg.png" src-width="2682" src-height="1004" align="center"/>

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