Home > Account Opening Guide > Account Opening Procedures
It is very easy to open a Scottrade (Hong Kong) brokerage account.
Simply follow the steps below:
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Read, Understand and Accept the “Brokerage Account Agreement”
 
Print Brokerage Account Application form and W-8BEN to be completed.
(Signatures on all the relevant forms must be consistent.)
 
Provide a copy of valid address proof dated within three months.
(i.e. Utilities bills, bank statement, credit card statement)
 
Bring along the above documents with the legal ID or Passport to our office to apply an account in person
1
2
3
4
 
Read, Understand and Accept the “Brokerage Account Agreement”
 
Print Brokerage Account Application form and W-8BEN to be completed.
(Signatures on all the relevant forms must be consistent.)
 
Provide a copy of valid address proof dated within three months.
(i.e. Utilities bills, bank statement, credit card statement)
 
Mail us your notarized Application Forms, a copy of legal ID and valid address proof dated within three months.
Notarized Account Application form should be with signature of one of the following persons:
  • Scottrade (Hong Kong) Limited licensed representative
  • An SFC licensed person
  • Justice of the peace
  • Certified public accountant
  • Lawyer
  • Notary Public

Above persons (except Scottrade (Hong Kong) Limited licensed representative) must provide documents of their professional certification.


Note:
  1. The minimum deposit to open account is USD500.
  2. Under U.S exchange requirement of Reg T, if you trade using unsettled funds, and enough funds are not being deposited to cover the cost of purchase before settlement, your account may be subject to restriction without prior notice. (Click here for detail)
  3. Maximum 3 account holders are allowed per Joint Account
  4. We do not accept application from citizens or residents of US or Canada.


Hotline: (852) 3071-3388 (HK)
      400-881-1436  (China)
      0800-666-521  (Taiwan)
Monday to Friday (except public holidays)
Email Customer Support
Address :
No 701-2, 7/F, Man Yee Building
No 68 Des Voeux Road
Central, Hong Kong