{"id":3127,"date":"2025-09-03T11:58:17","date_gmt":"2025-09-03T11:58:17","guid":{"rendered":"https:\/\/vivimoney.xyz\/?p=3127"},"modified":"2025-09-03T11:58:19","modified_gmt":"2025-09-03T11:58:19","slug":"%e5%a6%82%e4%bd%95%e5%bc%80%e6%88%b7%ef%bc%9f%e9%9b%aa%e7%9b%88%e8%af%81%e5%88%b8%e5%bc%80%e6%88%b7%e6%95%99%e7%a8%8b","status":"publish","type":"post","link":"https:\/\/vivimoney.xyz\/?p=3127","title":{"rendered":"\u5982\u4f55\u5f00\u6237\uff1f\u96ea\u76c8\u8bc1\u5238\u5f00\u6237\u6559\u7a0b"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\">\u96ea\u76c8\u8bc1\u5238\u6e2f\u7f8e\u80a1\u5f00\u6237+\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u6307\u5357<\/h5>\n\n\n\n<h5 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href=\"https:\/\/xqimg.imedao.com\/174204bdc4e1183fe55ed3f8.png!custom660.jpg\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/174204bdc4e1183fe55ed3f8.png!custom660.jpg\" alt=\"\u96ea\u76c8\u8bc1\u5238\u6e2f\u7f8e\u80a1\u5f00\u6237+\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u6307\u5357\uff082021\u6700\u65b0\u7248\uff09\"\/><\/a><\/figure>\n<\/div>\n\n\n<p><strong>3.3\u3001\u4fee\u6539\u8d26\u6237\u7c7b\u578b<\/strong><\/p>\n\n\n\n<p>\u6ce8\u610f\uff1a\u5f53\u524d\u4ec5\u652f\u6301\u73b0\u91d1\u8d26\u6237\u5347\u7ea7\u4fdd\u8bc1\u91d1\u8d26\u6237\uff0c\u4e0d\u652f\u6301\u4fdd\u8bc1\u91d1\u8d26\u6237\u964d\u7ea7\u73b0\u91d1\u8d26\u6237\u3002\u53e6\u5916\uff0c\u6295\u8d44\u7ec4\u5408\u4fdd\u8bc1\u91d1\u8d26\u6237\u9700\u8981\u51c0\u8d44\u4ea711\u4e07\u7f8e\u91d1\u624d\u53ef\u4ee5\u5f00\u901a\uff0c\u4fee\u6539\u8d26\u6237\u7c7b\u578b\u4e00\u822cT+1\u65e5\u751f\u6548\u3002<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a class=\"j-wpcom-lightbox\" href=\"https:\/\/xqimg.imedao.com\/174204bdd3810a3fe1d4453b.png!custom660.jpg\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/174204bdd3810a3fe1d4453b.png!custom660.jpg\" alt=\"\u96ea\u76c8\u8bc1\u5238\u6e2f\u7f8e\u80a1\u5f00\u6237+\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u6307\u5357\uff082021\u6700\u65b0\u7248\uff09\"\/><\/a><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a class=\"j-wpcom-lightbox\" href=\"https:\/\/xqimg.imedao.com\/174204bdddd10b3fb251c793.png!custom660.jpg\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/174204bdddd10b3fb251c793.png!custom660.jpg\" 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class=\"wp-block-heading\"><strong>5\u3001\u96ea\u76c8\u8bc1\u5238\u5982\u4f55\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u8d26\u6237\uff1f<\/strong><\/h5>\n\n\n\n<p><strong>5.1.\u5df2\u6709\u76c8\u900f\u8bc1\u5238\u8d26\u6237\uff0c\u4e3a\u4f55\u7ed1\u5b9a\u5230\u96ea\u76c8\u8bc1\u5238\u4ea4\u6613\uff1f<\/strong><\/p>\n\n\n\n<p>\u76ee\u524d\u76c8\u900f\u8bc1\u5238\u53ea\u652f\u6301\u901a\u8fc7\u7ed1\u5b9a\u6295\u8d44\u987e\u95ee\/\u7ecf\u7eaa\u5546\uff0c\u8fdb\u884c\u7b2c\u4e09\u65b9\u8f6f\u4ef6\u5916\u63a5\u4ea4\u6613\u64cd\u4f5c\u3002\u7ed1\u5b9a\u5230\u96ea\u76c8\u8bc1\u5238\uff0c\u5177\u5907\u5982\u4e0b\u4f18\u52bf\uff1a<\/p>\n\n\n\n<p>\u66f4\u7701\u94b1\uff0c\u53ef\u8c41\u514d\u8d26\u6237\u7ba1\u7406\u8d39\u5373\u6bcf\u670810\u7f8e\u5143\u7684\u6700\u4f4e\u4f63\u91d1\uff0c\u5e76\u53ef\u514d\u8d39\u4f7f\u7528\u6e2f\u7f8e\u80a1\u5b9e\u65f6\u884c\u60c5\uff1b<\/p>\n\n\n\n<p>\u66f4\u597d\u7528\uff0c\u96ea\u76c8\u8bc1\u5238 APP \u9488\u5bf9\u4e2d\u56fd\u7528\u6237\u4f7f\u7528\u4e60\u60ef\u505a\u4e86\u8bf8\u591a\u4f18\u5316\uff0c\u76f8\u6bd4TWS\u66f4\u5bb9\u6613\u4e0a\u624b\uff0c\u540c\u65f6\u642d\u5efa\u4e86\u548c\u76c8\u900f\u8bc1\u5238\u7684\u4ea4\u6613\u4e13\u7ebf\uff0c\u53ef\u8ba9\u60a8\u4eab\u53d7\u5230\u548c\u7f8e\u56fd\u672c\u571f\u4e00\u6837\u5feb\u7684\u4ea4\u6613\u4f53\u9a8c\u3002<\/p>\n\n\n\n<p>\u5982\u679c\u60a8\u60f3\u5728\u96ea\u76c8\u8bc1\u5238 APP \u64cd\u4f5c\u60a8\u7684\u76c8\u900f\u8bc1\u5238\u8d26\u6237\uff0c\u9700\u8981\u5148\u7533\u8bf7\u7ed1\u5b9a\u5230\u96ea\u76c8\u8bc1\u5238\u7684\u7ecf\u7eaa\u5546\u8d26\u53f7\u3002\u6574\u4e2a\u7ed1\u5b9a\u64cd\u4f5c\u5b8c\u5168\u514d\u8d39\uff0c\u5168\u7a0b\u4ec5\u97005\u5206\u949f\u3002\u7ed1\u5b9a\u96ea\u76c8\u8bc1\u5238\u540e\uff0c\u60a8\u8d26\u6237\u5185\u7684\u8d44\u4ea7\u4ecd\u5728\u60a8\u4e2a\u4eba\u540d\u4e0b\uff0c\u8d26\u6237\u6240\u6709\u7684\u4ea4\u6613\u3001\u6e05\u7b97\u3001\u8d44\u4ea7\u548c\u8d44\u91d1\u6258\u7ba1\u3001\u51fa\u5165\u91d1\u3001\u8d26\u6237\u62a5\u544a\u548c\u8d26\u5355\u670d\u52a1\u7b49\u7b49\u4ecd\u662f\u76c8\u900f\u8bc1\u5238\u5728\u8d1f\u8d23\uff0c\u60a8\u7684\u6301\u4ed3\u3001\u4ea4\u6613\u6570\u636e\u7b49\u4e2a\u4eba\u4fe1\u606f\u4ecd\u53d7\u5230\u4e25\u683c\u4fdd\u62a4\uff0c\u5373\u4fbf\u96ea\u76c8\u8bc1\u5238\u51fa\u73b0\u7ecf\u8425\u95ee\u9898\uff0c\u60a8\u7684\u8d26\u6237\u4ecd\u53ef\u5728\u76c8\u900fTWS\u4ea4\u6613\uff0c\u65e0\u987b\u62c5\u5fc3\u5b89\u5168\u548c\u9690\u79c1\u95ee\u9898\u3002\u7ed1\u5b9a\u540e\uff0c\u60a8\u4e5f\u53ef\u4ee5\u968f\u65f6\u7533\u8bf7\u89e3\u7ed1\uff0c\u6ca1\u6709\u4efb\u4f55\u540e\u987e\u4e4b\u5fe7\u3002<\/p>\n\n\n\n<p><strong>5.2.\u5df2\u6709\u76c8\u900f\u8bc1\u5238\u8d26\u6237\uff0c\u5982\u4f55\u5728\u96ea\u76c8\u8bc1\u5238\u7ed1\u5b9a\u4ea4\u6613\uff1f<\/strong><\/p>\n\n\n\n<p>\u76c8\u900f\u8bc1\u5238\u652f\u6301\u901a\u8fc7\u5173\u8054\u7ecf\u7eaa\u5546\u7684\u6a21\u5f0f\u8fdb\u884c\u7ed1\u5b9a\uff0c\u60a8\u9700\u8981\u5728\u96ea\u76c8\u8bc1\u5238 APP \u548c\u76c8\u900f\u8d26\u6237\u7ba1\u7406\u540e\u53f0\u4e24\u5904\u5206\u522b\u63d0\u7ed1\u5b9a\u7533\u8bf7\u3002<\/p>\n\n\n\n<p><strong>\u7ed1\u5b9a\u96ea\u76c8\u8bc1\u5238\u65f6\u65e0\u9700\u5f00\u6237\uff0c\u4f46\u8bf7\u5148\u4f7f\u7528\u624b\u673a\u53f7\u6ce8\u518c\u3002\u5177\u4f53\u64cd\u4f5c\u6d41\u7a0b\u5982\u4e0b\uff1a<\/strong><\/p>\n\n\n\n<p>\u7ed1\u5b9a\u6307\u5f15<\/p>\n\n\n\n<p>1) \u5728\u96ea\u76c8\u8bc1\u5238\u63d0\u4ea4\u7ed1\u5b9a\u4fe1\u606f\u53ca\u4e2a\u4eba\u8d44\u6599\u3002\u60a8\u4e0b\u8f7d\u96ea\u76c8\u8bc1\u5238 APP \u540e\uff0c\u70b9\u51fb\u5e95\u90e8\u201c\u5f00\u6237\u201d\u2014\u2014\u9009\u62e9\u53f3\u4e0b\u89d2\u5c0f\u5b57\u201c\u76c8\u900f\u8d26\u53f7\u7ed1\u5b9a\u201d\uff0c\u586b\u5199\u6240\u8981\u7ed1\u5b9a\u7684\u76c8\u900f U \u8d26\u53f7\u4ee5\u53ca\u90ae\u7bb1\uff08\u63d0\u793a\uff1a\u90ae\u7bb1\u5fc5\u987b\u662f\u76c8\u900f U \u8d26\u53f7\u5f00\u6237\u65f6\u7684\u90ae\u7bb1\uff09\u540e\uff0c\u9700\u52fe\u9009\u5de6\u4e0b\u89d2\u201c\u6211\u786e\u8ba4\u6211\u4e0d\u662f\u7f8e\u56fd\u516c\u6c11\u201d\uff0c\u7136\u540e\u6839\u636e\u6307\u5f15\u5b8c\u6210\u4e2a\u4eba\u8d44\u6599\u586b\u5199\u3001\u7535\u5b50\u7b7e\u540d\uff0c\u4e0a\u4f20\u5b8c\u6210\u540e\u70b9\u51fb\u63d0\u4ea4\uff08\u82e5\u60a8\u7684\u8bc1\u4ef6\u7c7b\u578b\u4e3a\u62a4\u7167\u6216\u5176\u5b83\u7c7b\u522b\uff0c\u8bf7\u8054\u7cfb\u4eba\u5de5\u5ba2\u670d\u4e3a\u60a8\u63d0\u4ea4\u7ed1\u5b9a\u7533\u8bf7\uff09\u3002<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a class=\"j-wpcom-lightbox\" href=\"https:\/\/xqimg.imedao.com\/16f13e628a46c893fdedfe16.jpg\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/16f13e628a46c893fdedfe16.jpg\" alt=\"\u96ea\u76c8\u8bc1\u5238\u6e2f\u7f8e\u80a1\u5f00\u6237+\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u6307\u5357\uff082021\u6700\u65b0\u7248\uff09\"\/><\/a><\/figure>\n<\/div>\n\n\n<p>2) \u6839\u636e\u6307\u5f15\u767b\u5f55\u76c8\u900f\u540e\u53f0\u8fdb\u884c\u7ed1\u5b9a\u3002\u60a8\u5728\u96ea\u76c8\u8bc1\u5238 APP \u7684\u7ed1\u5b9a\u7533\u8bf7\u63d0\u4ea4\u540e\uff0c\u8fd8\u9700\u8981\u767b\u5f55\u76c8\u900f\u540e\u53f0\u63d0\u4ea4\u7ed1\u5b9a\u7533\u8bf7\uff0c\u5728\u76c8\u900f\u540e\u53f0\u63d0\u4ea4\u6210\u529f\u540e\uff0c\u6211\u4eec\u5c06\u4f1a\u6536\u5230\u60a8\u7684\u8bf7\u6c42\uff0c\u5e76\u5728\u60a8\u63d0\u4ea4\u540e\u76841-2\u4e2a\u5de5\u4f5c\u65e5\u5ba1\u6838\u901a\u8fc7\uff08\u5ba1\u6838\u901a\u8fc7\u7684\u524d\u63d0\u662f\u60a8\u5728\u4e24\u5904\u90fd\u5b8c\u6210\u4e86\u7ed1\u5b9a\u7533\u8bf7\u7684\u63d0\u4ea4\uff0c\u4e14\u6240\u4e0a\u4f20\u7684\u4e2a\u4eba\u4fe1\u606f\u4e0e\u60a8\u7684\u76c8\u900f\u8d26\u6237\u4e3a\u540c\u4e00\u4eba\uff09<\/p>\n\n\n\n<p>3) \u767b\u5f55\u76c8\u900f\u8bc1\u5238\u540e\u53f0\uff08<a href=\"https:\/\/www.ibkr.com.cn\/sso\/Login\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.ibkr.com.cn\/sso\/Login<\/a>\uff09\uff0c\u5982\u4e0b\u56fe\uff0c\u70b9\u51fb\u201c\u8bbe\u7f6e\u201d\uff08Settings\uff09\u2014\u2014\u201c\u8d26\u6237\u8bbe\u7f6e\u201d\uff08Accounts Settings\uff09\u2014\u2014\u201c\u521b\u5efa\u3001\u79fb\u52a8\u3001\u8fde\u63a5\u6216\u5206\u5272\u8d26\u6237\u201d\uff08Create, Move, Link or Partition an Account\uff09<\/p>\n\n\n\n<p>\u5982\u679c\u627e\u4e0d\u5230\u7ed1\u5b9a\u5165\u53e3\uff0c\u53ef\u80fd\u56e0\u4e3a\u60a8\u5df2\u7ecf\u5173\u8054\u5176\u4ed6\u6295\u8d44\u987e\u95ee\/\u7ecf\u7eaa\u5546\uff0c\u8bf7\u901a\u8fc7\u76c8\u900f\u5185\u90e8\u8f6c\u8d26\u8fdb\u884c\u8f6c\u6237\u64cd\u4f5c\u3002<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a class=\"j-wpcom-lightbox\" href=\"https:\/\/xqimg.imedao.com\/163bad57bf3423fcc172a8fc.png\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/163bad57bf3423fcc172a8fc.png\" alt=\"\u96ea\u76c8\u8bc1\u5238\u6e2f\u7f8e\u80a1\u5f00\u6237+\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u6307\u5357\uff082021\u6700\u65b0\u7248\uff09\"\/><\/a><\/figure>\n<\/div>\n\n\n<p>4) \u70b9\u51fb\u8fdb\u5165\u5173\u8054\u8d26\u6237\u9875\u9762\uff0c\u9009\u62e9\u201c<strong>\u5c06\u6211\u7684\u5b8c\u6574\u8d26\u6237\u79fb\u81f3\u7531\u4ee5\u4e0b\u987e\u95ee\/\u7ecf\u7eaa\u5546\u7ba1\u7406\u7684\u8d26\u6237<\/strong>\u201d\uff08Move my entire account to an account managed by the Advisor\/Broker identified below\uff09\uff0c\u586b\u5199\u96ea\u76c8\u8bc1\u5238\u7ecf\u7eaa\u5546\u8d26\u6237\u53f7\u7801\u53ca\u8d26\u6237\u540d\u79f0\u3002<\/p>\n\n\n\n<p><strong>\u8d26\u6237\u53f7\u7801\uff1aI9825781<\/strong>\uff08\u9996\u5b57\u7b26\u4e3a\u5b57\u6bcd I \uff09<\/p>\n\n\n\n<p><strong>\u8d26\u6237\u540d\u79f0\uff1aSNB Finance Holdings Limited<\/strong><\/p>\n\n\n\n<p>\u6ce8\u610f\uff1a<\/p>\n\n\n\n<p>a.\u9009\u9879\u6392\u5217\u987a\u5e8f\u53ef\u80fd\u4e0e\u6307\u5f15\u6709\u5dee\u5f02\uff0c\u52a1\u5fc5\u9009\u62e9\u201c\u5c06\u6211\u7684\u5b8c\u6574\u8d26\u6237\u79fb\u81f3\u7531\u4ee5\u4e0b\u987e\u95ee\/\u7ecf\u7eaa\u5546\u7ba1\u7406\u7684\u8d26\u6237\u201d\uff08Move my entire account to an account managed by the Advisor\/Broker identified below\uff09\u9009\u9879\uff0c\u4ece\u800c\u5c06\u73b0\u8d26\u6237\u5173\u8054\u5230\u7ecf\u7eaa\u5546\u96ea\u76c8\u8bc1\u5238\u3002<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a class=\"j-wpcom-lightbox\" href=\"https:\/\/xqimg.imedao.com\/164acd398e1af63fe92d198a.png\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/164acd398e1af63fe92d198a.png\" alt=\"\u96ea\u76c8\u8bc1\u5238\u6e2f\u7f8e\u80a1\u5f00\u6237+\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u6307\u5357\uff082021\u6700\u65b0\u7248\uff09\"\/><\/a><\/figure>\n<\/div>\n\n\n<p>b.\u586b\u5199\u8d26\u53f7\u548c\u540d\u79f0\u65f6\uff0c\u9700\u6ce8\u610f\u96ea\u76c8\u8d26\u53f7<strong>I9825781<\/strong>\u7684\u9996\u5b57\u6bcd\u662f\u5927\u5199\u5b57\u6bcdI\uff0c\u540d\u79f0\u4e5f\u9700\u8981\u586b\u5199\u5927\u5199\u5b57\u6bcd\uff0c\u4e2d\u95f4\u7684\u7a7a\u683c\u8981\u4fdd\u7559<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a class=\"j-wpcom-lightbox\" href=\"https:\/\/xqimg.imedao.com\/169e805b5d89963fef16a86f.jpg\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/169e805b5d89963fef16a86f.jpg\" alt=\"\u96ea\u76c8\u8bc1\u5238\u6e2f\u7f8e\u80a1\u5f00\u6237+\u7ed1\u5b9a\u76c8\u900f\u8bc1\u5238\u6307\u5357\uff082021\u6700\u65b0\u7248\uff09\"\/><\/a><\/figure>\n<\/div>\n\n\n<p>5\uff09\u5982\u63d0\u793a\u201cPlease change your securities commission schedule from unbundled to bundled\u201d\uff0c\u9700\u8981\u5728\u7ba1\u7406\u8d26\u6237\u2014\u8bbe\u7f6e\u2014\u8d39\u7528\u2014\u5b9a\u4ef7\u7ed3\u6784\u9875\u9762\uff0c\u5c06\u4ef7\u683c\u7ed3\u6784\u6539\u4e3a\u201c\u56fa\u5b9a\u5f0f\u201d\uff0c\u5e76\u7b49\u5f85\u751f\u6548\u540e\u65b9\u53ef\u7ee7\u7eed\u3002<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a class=\"j-wpcom-lightbox\" href=\"https:\/\/xqimg.imedao.com\/163bae9b8d5453feacb3af89.png\"><img decoding=\"async\" src=\"https:\/\/xqimg.imedao.com\/163bae9b8d5453feacb3af89.png\" 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