This article introduces the fund transfer feature between the main and sub-accounts (e.g., intraday financing sub-account) in Longbridge Securities. This feature allows you to flexibly allocate funds across multiple accounts, simplifying multi-account fund management.

1. Introduction to fund transfers

If you hold multiple accounts, such as a personal main account and an intraday financing sub-account, you can transfer funds directly from the main account to the sub-account. This facilitates fund allocation between your accounts. Currently, only fund transfers between main and sub-accounts are supported.

2. Instructions for fund transfer operations

Step 1. Access the fund transfer entry.

Switch to the main account and click Portfolio > More > Fund Transfer.

Note: Only the main account has a fund transfer entry; sub-accounts do not.

Step 2. Click Transfer Between Main and Sub-accounts to enter the fund transfer details page.

Step 3. Select the source and destination accounts for the transfer. Enter the transfer amount and click Confirm.

Step 4. If the transfer is successful, you will receive a push notification and email informing you that the fund transfer has been completed. You can also check the transfer progress on the fund transfer record page.

Key takeaways:

• Applicable scenario: fund transfer between main and sub-accounts.
• Operation path: Main account > Portfolio > More > Fund Transfer.
• Notes:
  • Only the main account can initiate a transfer.
  • If the transfer is successful, you will be notified by a push notification and email.
  • You can view the transfer records and progress.

FAQs

Q1: What transfer directions are supported?

Currently, transfers can be made both from a main account to a sub-account and from a sub-account to a main account.

Note: Only the main account has a fund transfer entry; sub-accounts do not.

Q2: How is the transferable amount determined?

After you select the source account and currency, the maximum transferable amount is determined by the withdrawable cash balance of that currency in the source account.

Q3: How long does it take for a fund transfer to be processed?

Transfers are typically processed instantly, with a maximum delay of no more than 5 minutes.

Disclosures

This article is for reference only and does not constitute any investment advice.