IB盈透开户流程指南-下集(____年9月版).doc

下集只需要勾选、同意及签名即可，因此5-10分钟即可完成。请参考：Accredited Investor Participation资信投资者参与（大户调查）You may be qualified as an Accredited Investor which would qualify you to participate in special broker offers. Would you like to answer a few questions to participate in the program?您愿意参加一个资信投资者的调查么？（就是针对大户的问卷调查，可回答可不回答）选NO.YesNo交易许可表（选择您想要交易的市场及品种，如果选后无法通过，可能是您原先的申请中某项产品的交易经验值不够，需要更改才能选上）：If you do not pick at least one trading permission, you will not be able to trade.请选择您打算交易的国家或地区及其产品类别。如只做外汇保证金FX，请仅选择最右边的Forex。最新的开户表格还有一项是共同基金mutual fund。这主要是针对美国居民的购买的品种。（有时没有外汇选项，系统已经默认给了你FX的交易权限，不必管继续即可。）CountryStocksBondsWarrantsOptions (Stock& Index)FuturesFutures OptionsSingle Stock FuturesFOREX (Foreign Exchange)CheckAllGlobal-Australia-Belgium-Canada-France-Germany-Hong Kong-Italy-Japan-Korea-Singapore-Spain-Sweden-Switzerland-The Netherlands-United Kingdom-United States-United States(Floor Based Exchanges)-Trading ConfigurationMarket Data Subscriber StatusMany securities exchanges use a two-tier pricing structure for market data based on whether or not the customer fits the definition of a Non-Professional. If the customer does not fit the definition of a Non-Professional, he or she is considered a Professional and is charged a higher rate for market data than a Non-Professional. In addition, Professionals must have their names and addresses submitted to all applicable securities exchanges. There is no requirement to subscribe to market data in order to trade, and customers are free to receive market data from another IB account or vendor.To qualify as a Non-Professional or Professional, please answer the following questions:Non-Professional Subscriber- Any natural person* who qualifies as a Non-Professional Subscriber, as determined by a market data vendor, and who is not: Registered or qualified with the Securities and Exchange Commission, the Commodities Futures Trading Commission, any state securities agency, any securities exchange or association, or any commodities or futures contract market or association. Engaged as an investment advisor as that term is defined in Section 201(11) of the Investment Advisors Act of 1940 (whether or not registered or qualified under that Act). Employed by a bank or another organization that is exempt from registration under Federal and/or state securities laws to perform functions that would require him or her to be so registered or qualified if he or she were to perform such functions for an organization not so exempt.Any person who does meet the above criteria is considered a Professional Subscriber.* The definition of a natural person excludes corporations, trusts, organizations, institutions and partnership accounts. Notwithstanding this definition, certain trusts may qualify for the Non-Professional market data fee if the trustee is a Non-Professional and accesses such market data for his or her personal use.According to the definition above, your status is:Non-ProfessionalProfessional如果是个人交易者，请选非专业的数据订阅者。Permitted UseIf Subscriber is a Non-Professional Subscriber, he or she shall receive Market Data solely for his or her personal, non-business use.你必须同意该数据将仅用于您自己的交易。I agreeI declineChange in Non-Professional StatusSubscriber shall notify Vendor promptly of any change in his or her circumstances that may cause him or her to cease to qualify as a Non-Professional Subscriber by modifying this through Account Management on our website.如果你情况改变，您不再是非专业的人士，您必须通知我们更新此信息。您必须同意这一点I agreeI decline选择五个类别的市场数据，请参考以下解释：北美、欧洲、亚太、全球（即外汇）、新闻信息这是第三方收取每月报价费的列表，请注意，IB很少提供部分免费的延时报价（会显示黄色），绝大部分情况下只提供实时报价。一般地，您的钱将被转到第三方（如交易所）。有些交易所报价数据免费，比如交易香港期货报价。就算您不选择支付报价费用，您一样可以在IB交易，只是在交易时可能看不到买卖价格；外汇的报价全免费；美国的电子期货产品如CBOT的黄豆等谷物，可以在第二项选取，（如果您每月支付的佣金低于30美元，则您会被收取10元的信息费，如果佣金超过30美元则可被豁免）关于CME及CBOT的floor based报价，建议一般客户不必勾选。因为它们是场内报价，流动性低，只有最新价，有些延迟，而且每月55美元，较不划算。北美North America：Region/ExchangeCountriesPrice Global IB X FOREXFree North America US Securities and Commodities Bundle Non-professional - Level I Includes all Stock, Options, Futures and Bond markets United StatesSubjecttoWaiver 美国证券和商品非职业版捆绑式一级报价（包括所有股票、期权、期货和债券市场） 美国 （10.00美元市场数据费如果每月佣金低于30.00美元）想交易美国的股票、期权以及原油，黄金，指数期货等CME/CBOT等期货产品的客户，可以参考勾选此项。这个将包含几乎所有美国商品期货的电子报价，包括ECBOT及GLOBEX，CME,NYMEX等的电子产品。但不包括NYBOT的产品。ArcaBook for Equities Non-Professional CBOT - Floor 场内人工报价，千万别选* United Sttes55.00 USD CME - Floor 场内人工报价，千万别选* United States35.00 USD InterContinental and New York Board of Trade (Non Professional) 这个可以看咖啡、美元指数、可可、布伦特油、纽约白糖、棉花等等。United States1.00 USDNASDAQ Level II United States20.00 USD NYMEX - Floor *场内人工报价，千万别选*United States50.00 USD NYSE Open Book Real Time United States60.00 USD Non-professional PINK Level I United States2.50 USD Montreal Exchange Non-professional - Level I Canada6.00 CAD Montreal Exchange Non-professional - Level II Canada9.00 CAD Toronto Stock Exchange Non-professional - Level I Canada9.50 USD Toronto Stock Exchange Non-professional - Level II Canada14.50 USD 欧洲Europe略：再选其他的地区的报价：亚太，免费free的有几个，可考虑选择。收费的根据自己需求情况选择。全球（外汇）免费，系统默认已选，不用考虑。新闻信息：英文信息，可考虑参加。下页：请选择手续费收取的类型：捆绑式和分层式。解释如下：最新版本：Bundled就是Flat Rate了 Unbundled就是cost plus.lease choose a Stocks (ETFs) and Commodities pricing structure below: 请选择手续费收取的类型：捆绑式和非捆绑式。美国股票(ETF)佣金方式： U.S. Stocks (ETFs) Pricing Designation:Bundled（绑定的就是0.5美分/股）Unbundled商品期货佣金方式：Commodities Pricing Designation:IB Flat for US exchanges/Bundled for non-US exchanges per currencyVolume tiered for US exchanges/ Unbundled for non-US exchanges per currency期货的统一费率(美国交易所)/Bundled(非美国交易所)（就是说一个价钱，一刀切，不因交易的量而调整。如果您倾向于做日内交易或每月交易量超过单边1千手，或更多，请考虑选择即成交分层/或非捆绑式佣金类型Volume Tired/ Unbundled。这种非捆绑式期货佣金可以为您的大量交易节省一些佣金。但是如果您的持仓周期超过1天或更多，则会收取大概每天$0.1 美元的隔夜持仓费（按自然日收取）。所以成交分层/非捆绑式期货佣金对于做频繁期货交易的日内交易者是个较优的选择）外汇交易与上面两个选项都无关。Top of Form剩下的内容，在Accept地方全部点选，在签名处拷贝粘贴入名字。类似签名大概有十几个左右。在递交完身份证明和住址证明后就等着被批准了。批准后就可以打钱了。最后一步，一般不必Activate online security card，对此问题回答NO即可。 END.以下为参考内容：具体的存款方法请参考下面我整理的资料：IB账户汇款信息注明：全球IB账户入金时，美元都汇去美国的花旗银行，港币都汇去香港的花旗银行。账户号码是U*开头加6位数字，用户名是五个自定义的字母加三个机器分配的数字,如abcde789。香港客服电话85221567907=汇出美元：公司总部地址：One Pickwick Plaza, Greenwich, CT 06830 USA接收银行的名字和地址：Citibank, N.A.(New York Branch), 111 Wall Street, New York, NY 10043, U.S.A接收银行的代号： ABA Number:021000089, swift