This article introduces the stock transfer feature between the main and sub-accounts (e.g., intraday financing sub-account) in Longbridge Securities. This feature allows you to flexibly allocate stocks across multiple accounts without additional applications, simplifying multi-account holdings management.

1. Introduction to stock transfers

If you hold multiple accounts, such as a personal main account and an intraday financing sub-account, you can transfer stocks directly from the main account to the sub-account without submitting separate transfer requests. This facilitates stock allocation between your accounts. Currently, only stock transfers between main and sub-accounts are supported.

2. Instructions for stock transfer operations

Step 1. Access the stock transfer entry.

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

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

Step 2. On the stock transfer details page, select the source and destination accounts for the transfer. Enter the stocks to be transferred and click Confirm.

Step 3. If the transfer is successful, you will receive a push notification and email informing you that the stock transfer has been completed. You can also check the transfer progress on the stock transfer details page.

Key takeaways:

• Applicable scenario: stock transfer between main and sub-accounts.
• Operation path: Main account > Portfolio > More > Stock 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?

For personal main/sub-accounts, transfers can be made both from a main account to a sub-account and from a sub-account to a main account.

For enterprise OB main/sub-accounts, only transfers between sub-accounts are supported.

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

Q2: What stocks can be transferred?

After you select the source securities account and the currency, settled stocks in the source account will be displayed in the list of transferable stocks. Unsettled stocks cannot be transferred.

Q3: How long does it take for a stock 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.