BEA Mobile – Cross-Boundary Wealth Management Connect (Southbound) Account Opening

Simply use BEA Mobile to complete the Cross-Boundary Wealth Management Connect (Southbound) account opening application in a few steps!

Cross-Boundary Wealth Management Connect (Southbound) Account Opening

 
  1. Select “The Greater Bay Area in Chinese Mainland” under “New application
    Enter your contact information
    Enter a one-time password (OTP) to confirm your mobile number
  2. Complete the Eligibility Assessment
  3. Select a branch of BEA China in the Greater Bay Area to complete the application process in person
    Select a branch of BEA in Hong Kong SAR to open an account for you
  4. Enter personal information
    Upload documents
    Enter investment experience and financial status
  5. Set up Phone Banking PIN and BEA Online PIN
  6. Review your application
    Your application is submitted
Remarks:
Please bring your original documents to the selected branch of BEA China in the Greater Bay Area to complete the application in person within 30 calendar days after your application is submitted. An i-Welcome Kit and your account number will be provided via email upon successful account opening.