《（流程管理）IB盈透开户流程指南下集(年月版)》由会员分享，可在线阅读，更多相关《（流程管理）IB盈透开户流程指南下集(年月版)（8页珍藏版）》请在金锄头文库上搜索。
1、别忘了填上促销号码36263，此举不会增加您一分佣金或任何成本 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
2、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
3、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 Stat
4、es(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
5、 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 custo
6、mers 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 w
7、ho 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
8、 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
9、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 partners
10、hip 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
11、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 circumsta
12、nces 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
13、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 I
14、B 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-Professio
