Step 1: Start the Account Opening Process
There are two ways to start the account opening process in the App.
Method 1: Via Personal Center
Open the app homepage
Tap the avatar in the top-left corner
Tap the Identity Verification
Select KYC for Stock Trading
Method 2: Via Portfolio Page
Tap “Portfolio” at the bottom
Tap “Submit your account application in about 3 minutes”
Select “U.S. Stock Trading – Individual” to proceed with the KYC process.
Step 2: Select Account Type
Please select “Individual Account”.
Please prepare the following documents:
Valid ID (e.g. ID card or passport)
Proof of residential address (issued within the last 6 months)
Notes:
Existing users should ensure their documents are valid and up to date
Proof of address must be issued within the last 6 months
Step 3: Identity Verification (Existing Users Sync / New Users Fill In)
Existing Users
If you have previously completed KYC, you may be prompted to authorize data synchronization.
Please review the following:
Whether your identification document is still valid
Whether your proof of address was issued within 6 months
Whether your KYC information is up to date
If any information has changed, select “Update Information” to resubmit.
New Users
First-time users are required to complete the KYC information.
Please ensure:
All information matches your identification document exactly
Your address matches the proof of address provided
Incomplete or inaccurate information may result in delays or rejection of the application.
New users need to upload identification documents.
When uploading documents, ensure:
Requirements:
✔ Upload a photo of the original physical document
✔ All four corners are visible
✔ Clear image without glare
Not acceptable:
✘ Cropped images
✘ Blurry photos
✘ Photos with strong glare
Photo Tips:
Use natural lighting
Avoid direct strong light
Keep your device steady
Ensure all text is clearly readable
After document verification, facial recognition may be required.
Please ensure:
Sufficient lighting
No obstruction on the face
Remain still during the process
Facial recognition is typically completed in one attempt, but may vary depending on conditions.
Step 4: Provide Residential Address & Upload Documents
When entering your address, please note:
Address Requirements:
The address matches your proof of address exactly
The address is provided in standard English format
Proof of Address Requirements:
Must be issued within 6 months
Common documents include:
Bank statement
Utility bill
Credit card statement
Government-issued document
Documents must include:
Applicant’s name
Residential address
Step 5: Financial & Trading Information
This section is used for risk assessment and regulatory purposes. Please ensure all information provided is accurate and complete.
Purpose of account:
Default: Trading U.S. securities
Monthly trading estimate:
Estimated monthly trading amount
Estimated number of trades
Higher trading activity may require additional information, including source of funds.
Net worth should be consistent with your declared source of wealth.
Source of funds must align with your source of wealth.
Tax Residency (TIN):
If you are considered a tax resident in a country (e.g. generally residing for more than 183 days), provide the TIN for that country. Otherwise, provide the TIN of your current country of residence.
Step 6: Investment Experience & Risk Assessment
Please complete the assessment, including:
Investment objectives
Risk tolerance
Experience in stocks and derivatives
Please ensure that all information provided is accurate.
Step 7: Review Agreements & Sign
Before submission, please ensure that you:
✔ Read all declarations
✔ Acknowledge risk disclosures
Signature Requirements:
✔ Use English characters
Not supported:
✘ Non-Latin characters (e.g. Chinese characters)✘ Special characters
Please use the name exactly as shown on your identification document.
Step 8: Submit & Wait for Review
After signing, click “Submit” to complete the application.
The review process typically takes 1–4 business days (excluding weekends and holidays), but may vary depending on individual circumstances.
If additional documents or information are required, you will be notified via the app or email.
Notes:
All information provided should be accurate and complete
Address proof must be issued within the last 6 months
Please monitor notifications for updates
You can start trading once your account is approved