分享嘉信理財開戶圖文步驟詳解2019版 - 理財
By Ethan
at 2019-10-19T10:45
at 2019-10-19T10:45
Table of Contents
順應這波TD跟SCH免手續費,我分別把FT結清轉到TD,另外再開了一個SCH帳戶。說真的
開SCH帳戶花了我好多時間做功課,最後實際體驗的流程又跟網路上看到的分享不太一樣
。這篇整理成我成功開戶的歷程,分享給近期有需要的板友參考,以下附節錄與原連結。
部落格圖文好讀版:https://readingoutpost.com/charles-schwab-open-account/
嘉信理財開戶步驟
本文詳細記錄美國券商嘉信理財開戶流程。我在研究開戶時發現很多舊的資訊說要郵寄,
也有些網友走過冤枉路打付費國際電話。我實際走了一遭,把最新的狀態記錄下來分享給
有需要的人,整個開戶申請流程透過網路作業、免傳真、免郵寄、免費客服。
嘉信理財開戶步驟
1.前置準備
2.網路開戶
3.填寫W-8BEN
4.致電客服回答開戶問題
5.網路補件Debit Card申請書
6.致電客服確認開戶
開戶流程時間軸
2019/10/10 網路開通帳戶、致電客服回答開戶問題、確認要補件Debit Card申請書
2019/10/11 網路補件Debit Card申請書
2019/10/15 收到E-Mail通知開戶程序開始,待客戶回答開戶問題(我10/10已經主動致電
回答了)。我致電客服確認開通狀況,僅剩駕照中文譯本仍在審理中
2019/10/16 收到E-Mail通知開戶完成,請檢視帳戶資訊,可以進行國際電匯
--
閱讀前哨站:閱讀筆記|投資觀點|公益計畫|https://readingoutpost.com/
--
開SCH帳戶花了我好多時間做功課,最後實際體驗的流程又跟網路上看到的分享不太一樣
。這篇整理成我成功開戶的歷程,分享給近期有需要的板友參考,以下附節錄與原連結。
部落格圖文好讀版:https://readingoutpost.com/charles-schwab-open-account/
嘉信理財開戶步驟
本文詳細記錄美國券商嘉信理財開戶流程。我在研究開戶時發現很多舊的資訊說要郵寄,
也有些網友走過冤枉路打付費國際電話。我實際走了一遭,把最新的狀態記錄下來分享給
有需要的人,整個開戶申請流程透過網路作業、免傳真、免郵寄、免費客服。
嘉信理財開戶步驟
1.前置準備
2.網路開戶
3.填寫W-8BEN
4.致電客服回答開戶問題
5.網路補件Debit Card申請書
6.致電客服確認開戶
開戶流程時間軸
2019/10/10 網路開通帳戶、致電客服回答開戶問題、確認要補件Debit Card申請書
2019/10/11 網路補件Debit Card申請書
2019/10/15 收到E-Mail通知開戶程序開始,待客戶回答開戶問題(我10/10已經主動致電
回答了)。我致電客服確認開通狀況,僅剩駕照中文譯本仍在審理中
2019/10/16 收到E-Mail通知開戶完成,請檢視帳戶資訊,可以進行國際電匯
--
閱讀前哨站:閱讀筆記|投資觀點|公益計畫|https://readingoutpost.com/
--
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