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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 “Start application” under “New application”
    • Select “Cross-boundary WMC account”
    • Select “The Greater Bay Area in Chinese Mainland”
    • 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 your preferred appointment date and time
    • Then select a branch of BEA in Hong Kong SAR
  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.