CSI Account Type

　　CSI offers a variety of account types tailored to different customer needs, including personal accounts, business accounts, and public fund accounts. The account types are coded as follows:

• Type 1: Personal Accounts
• Type 2: Business Accounts (with the option to define 10 additional business types)
• Type 5: Public Fund Accounts (with the option to define 5 additional public fund types)
• Types 3-4, 6-9, A-Z: Bank-defined account types for various purposes.

　　These account types help identify accounts for special processing, reporting, and compliance requirements.

　　

CSI Broker Account Opening Process

　　To open a brokerage account with CSI, follow these steps:

• Review the New Account Agreement: Understand the terms and conditions that govern your account. Do not sign without thorough comprehension.
• Provide Personal Information: The broker will ask about your investment goals, financial situation, and risk tolerance.
• Make Critical Decisions:
• Decision-Maker: Choose who will make investment decisions. You can retain control or grant discretionary authority to your broker.
• Account Type: Decide between a cash account (full payment for purchases) or a margin account (borrowing money to buy securities).
• Risk Tolerance: Specify your investment objective, categorized as income, growth, or aggressive growth.
• Sign the Agreement: Be aware that you may be required to sign a contract for arbitration of future disputes, waiving the right to sue in court.
• Account Registration: Choose how your securities will be registered, either in your name or in the name of the brokerage firm.

　　For more detailed information, visit CSI Digital Account Opening.