FAQ 国际帐户 常见问题         
    

声明: 史考特证券所有国际帐户开户手续均由美国亚太总部直接办理,开户完全免费。本公司目前在中国大陆、香港和台湾地区并未设立分公司或办事处,也未委托任何代理商或个人代办开户。有关任何开户手续疑问,欢迎您电邮至 api@scottrade.com,直接与史考特证券连系。


1. 什麽人可以开设国际帐户?
Am I qualified to open an international brokerage account?

2. 我是美国居民我可以和我在中国大陆台湾或香港的亲人一起开户吗 ?
I am a resident of the U.S., Can I open a joint account with my relatives in China, Taiwan or Hong Kong?

3. 我是加拿大的居民, 我可以开设国际帐户吗?
I am a Canadian resident. Can I open an international account?

4. 如何申请国际帐户?
How do I apply for an international brokerage account?

5. 史考特证券是否接受传真文件申请开户?
Does Scottrade accept faxed application forms and documents?

6. 需要多少钱才能开设国际帐户?
What is the initial deposit requirement to open an international brokerage account?

7. 帐户开设後需要在多少时间内存入资金?
When do I need to deposit funds into my account after the account is established?

8. 如何转入或提领资金?
How do I deposit/withdraw funds?

9. 我可以将他人支票存入我的帐户中吗?
Can I deposit a third party check?

10. 提领资金时, 我可以指定支票抬头为他人,或是,我可以将资金汇入他人的帐户吗?
If I want to withdraw funds, can the check be made payable to a third party or can Scottrade wire my funds to a third party's bank account?

11. 我已经注入资金,什麽时候才能使用?
I have funded my account, how soon can I use it?

12. 我的国际帐户总值超过5,000元, 我可以申请支票本吗?
My international account value is more than $5,000. Is checkwriting available?

13. 史考特证券对美国境内与境外居民的收费方式有何不同?
Does Scottrade charge additional fees for an international brokerage account?

14. 我可以请亲戚朋友代我操作证券交易吗?
Can I authorize my friend or relative to trade?

15. 我是授权代理人,我可以代理帐户持有人提领资金吗?
I am the authorized agent. Can I withdraw funds?

16. 史考特证券的国际帐户有哪些种类?
What types of international brokerage accounts does Scottrade provide?

17. 我是否有融资或融券资格?
Can I open a margin account?

18. 国际帐户是否可以买卖美国共同基金, ETF指数基金, 期权, 定期存单和债券?
Can international accounts trade mutual funds, ETFs, options, certificates of deposit and bonds?

19. 我在史考特的国际帐户是否需缴纳美国税金?
Is the international account I open at Scottrade subject to U.S. taxes?

20. 如何将其它美国证券公司的帐户转移到史考特证券?
How do I transfer my account from another company to Scottrade?

21. 我本来居住在美国, 可是我现在搬到其他国家居住, 我的史考特美国国内帐户可以转成国际帐户吗?
I moved from the U.S. to another country. Can I transfer my domesti c account to an international account?

22. 我本来居住在中国、台湾或香港并已在史考特证券开设国际帐户, 可是我现在搬到美国居住并已取得美国居民身份, 我还可以继续保持我的国际帐户吗?
I moved from China, Taiwan or Hong Kong to the U.S. I already opened an international account with Scottrade, but I am a U.S. resident now. Can I keep my international account?

23. 我不是很懂英文, 那我该如何在网路下单交易呢?
I am not familiar with English. Can I open a new account?

24. 如何联络史考特证券?
How do I contact Scottrade?

25. 我能否先进一步了解史考特的交易系统,再决定要不要开户?
May I sign up for Scottrade’s trading system free trail before opening a new account?

26. 史考特证券在海外是否有分公司或代理商可代办开户? 开户是否有任何代办费或手续费?
Does Scottrade have branch offices overseas or authorize any agent to do account application service outside USA?

27. 史考特公司是否接受限制股票存入? 是否可协助办理股票解除限制?
Does Scottrade take custody of my shares of my restricted stocks? Can Scottrade help me in the process of releasing my restricted stocks?

 


 

1. 什麽人可以开设国际帐户?
Am I qualified to open an international brokerage account?

如果您目前是中国大陆、台湾和香港公民并在这些区域居住,您可以开设国际帐户。如果您到美国短期停留或旅游,您也可以前往我们在当地的分行,申请国际帐户。不过,如果您本年度在美国居住超过183天(含183天),则不符合申请国际帐户的资格,但持有F,J,M,Q签证的暂时居民可具备申请资格。

If you are a citizen of China, Taiwan or Hong Kong and also a resident of these regions, you are eligible to open an international brokerage account with Scottrade. You can apply for an account at one of our local branch offices while visiting or traveling in the U.S. However, if you are physically present in the U.S. for 183 days or more, you are not eligible, unless you are a temporary resident of the U.S. holding visa type "F", "J", "M", or "Q".

2. 我是美国居民我可以和我在中国大陆, 台湾或香港的亲人一起开户吗 ?
I am a resident of the U.S., Can I open a joint account with my relatives in China, Taiwan or Hong Kong?

不可以,史考特的国际帐户只开放中国大陆、台湾和香港公民,并在这些区域居住者申请。
No. All parties on the account must be citizens and residents of China, Taiwan or Hong Kong.

3.我是加拿大的居民, 我可以开设国际帐户吗?
I am a Canadian resident. Can I open an international account?

不可以,由於本公司尚未在加拿大注册,我们目前不能接受任何加拿大居民的开户申请,也不接受任何加拿大银行支票、邮件、电子邮件、电话。
No, Scottrade is not registered in Canada. Therefore, we are unable to accept applications, checks, mails, E-mails or phone calls from Canadian residents.

4.如何申请国际帐户?
How do I apply for an international brokerage account?

a). 请完整填妥"国际帐户申请表"与美国国税局提供的非美国居民所使用的"W-8BEN表",请到表格中心下载表格
Complete the application and W-8BEN form requested by the U.S. IRS for non-U.S. resident aliens. Please go to Scottrade's
Form Center to download these forms.

b). 在"国际帐户申请表"与"W-8BEN表"表格底页签名。
Sign the application and W-8BEN forms.

注意! 如果您本年度在美国实际居住超过183天(含183天) 请勿使用 "W-8BEN表",但持有F,J,M,Q签证者可视为非美国居民,不在此限。请见美国国税局英文版W-8BEN填表详细说明
Note: Do not use the W-8BEN form if you are physically in the U.S. for 183 days or more during the present calendar year. However, if you are holding an "F," "J," "M"or "Q" visa, you may be certified as a non-resident alien. Please click here for U.S. IRS instructions for Form W-8BEN. 

c). 附上护照内页所有申请人照片、签名、个人资料影本。
Provide a copy of the inside pages of your passport, including photo, signature and personal information.

如果您没有护照,请附上有照片的身份证影本并在影本上签名。
If you don't have a passport, please provide a a signed copy of your resident card.

d). 附上银行月结单家用水电瓦斯帐单或是贷款帐单等任何一种 (上面需有您的姓名和居住地址,且为一年内任何一个月的帐单一份),作为居住地址证明。
Provide either copy of your bank statement, utility bill or mortgage bill of any month within a year, or your certificate of house ownership, as a proof of your address. (The document must contain your name and residence address on the statement.)

如果您申请国际帐户,并使用美国地址作为连络地址,请附上国际帐户美国通讯地址证明表
If you apply our international account and use a U.S. mailing address, please fill out W-8 the proof of address letter.

e). 传送资料给史考特证券
Send your application and supporting documents to Scottrade.

可以先传真或者将扫描的申请文件发送至史考特证券亚太服务部申请开户,传真号码是: 314-543-6178,电子邮件地址: api@scottrade.com。如果您使用传真件或电子邮件申请开户,帐户开好後您必须尽快将申请表格W-8BEN表格的原始签名文件以及其他相关文件的影本,邮寄到史考特证券公司,以完成所有开户手续。在我们收到您的原件之前,您可以登入帐户并为帐户注入资金,但不能交易,请将所有要求资料寄至史考特证券亚太服务中心以下地址,当您的开户手续完成後,我们会与您联络。

You can send fax or email your scanned application forms and documents to Scottrade Asia-Pacific Service to apply a new account . Our fax number is 314-543-6178, email: api@scottrade.com. If you send via fax or email, you must mail your completed application to Scottrade Asia-Pacific Service after your account is opened to complete the entire application process. Before we receive your original application form and W-8BEN form, you can log into your account and deposit funds but not trade. You must mail your completed application to Scottrade with the following address. We will contact you after the account is opened.

邮寄地址 Address:

Scottrade, Inc.
Asia-Pacific Service Center
12800 Corporate Hill Drive
St. Louis, MO 63131
U.S.A.

美国境外服务专线 Outside U.S.Telephone: (314) 543-6188        
美国境内服务专线 U.S. Toll-Free Telephone: 1-866-246-1788
电子邮件 E-mail: 
api@scottrade.com
传真 Fax: (314) 543-6178, (314)835-9302

服务时间为全年365天每天24小时华语专员服务
Our business hours are 365 days a year, 24 hours a day

5. 史考特证券是否接受传真文件申请开户?
Does Scottrade accept faxed application forms and documents?

您可以先传真您的申请文件至史考特证券亚太服务部申请开户。 如果您使用传真件或电子邮件申请帐户,您必须尽快将申请表格、原始签名的W-8BEN表格、以及其它相关文件邮寄到史考特证券公司,以完成所有开户手续。在我们收到您的原件之前,您可以登入帐户并为帐户注入资金,但不能交易。

若您未及时呈交W-8BEN表格原件依美国税法规定您将被视为未经核证的美国纳税人您帐户产生的交易收益应课税股息利息以及其他应课税收入都需扣缴30%的备用预扣税该预扣税一般不能退还若要退税您须自行负责与美国税务局交涉

You can fax or email the application documents to Scottrade Asia Pacific Service Center to open account. However, if your account is established using faxed or emailed documents, you must mail the application form, the W-8BEN form with original signature and other documents as soon as possible to complete the application process. Before we receive your original documents, you can log into your account and deposit funds, but you cannot place trades.

If you don’t timely submit the original W-8BEN form, under U.S. tax laws, you will be deemed an uncertified U.S. taxpayer, who is subject to 30% backup withholding on your trade proceeds, taxable dividends and interest, and other taxable payments made to your account. This withholding is not reversible and it will be your responsibility to work with the U.S. Internal Revenue Service for a refund.  

6. 需要多少钱才能开设国际帐户?
What is the initial deposit to open an international brokerage account?

现金帐户最低开户要求只要美金$500元;融资融券帐户最低开户金额为美金$2,000元或等值有价证券。
Only $500 minimum equity is required to open a cash account, $2,000 for a margin account.

7. 帐户开设後需要在多少时间内存入资金?
How soon do I have to fund my account after it is established?

您必须在开户後一个月内存入资金,否则帐户将被关闭。 如果您在一个月内暂时无法存款,可以在到期日之前联系史考特证券,要求保留帐户。帐户一旦被关闭後,您若还想使用史考特证券,必须重新申请开户。

You must fund your account within one month after it is opened to avoid account closure. If you are not able to deposit funds within the said period, please contact us before the due date to maintain your account status. Once your account is closed, you will need to resubmit application forms in order to establish a new account with Scottrade. 

 8. 如何转入或提领资金?
How do I deposit/withdraw funds?

存款方式:

您可以用任何一家美国银行的个人支票、银行本票 (Cashier’s Check)、汇票(Money Order)存款、或者银行自动转帐Money Direct 存款。请将支票邮寄至以下地址:

Scottrade, Inc.
Asia-Pacific Services
12800 Corporate Hill Dr.
St. Louis, MO 63131
U.S.A.

您还可以将资金电汇。以下是电汇指示:

从美国境内银行汇入指示

    US Bank N.A.
    721 Locust St.
    St. Louis, MO 63101, USA.
    ABA#: 081000210
    收款人银行帐户名称: Scottrade Inc.
    收款人银行帐户号码: 1001086162
    汇款转入 Further Credit to:
    最终受益人帐户名称: 请填您在史考特证券的帐户名称
    最终受益人帐户号码: 请填您在史考特证券的帐户号码

从美国境外银行汇入指示

    US Bank N.A.
    Minneapolis, MN, USA
    Swift Code: USBKUS44IMT
    收款人银行帐户名称: Scottrade Inc.
    收款人银行帐户号码: 1001086162
    汇款转入 Further Credit to:
    最终受益人帐户名称: 请填您在史考特证券的帐户名称
    最终受益人帐户号码: 请填您在史考特证券的帐户号码

美国中信银行资金汇入指示(只限国际帐户使用):

    China Trust Bank USA
    22939 Hawthorne Blvd., Torrance, CA
90505
    ABA#: 122210406 (美国境内汇款适用)
    Swift Code: CTHCUS66(美国以外汇款适用)
    收款人银行帐户名称: Scottrade Inc.
    收款人银行帐户号码: 08611343
    汇款转入 Further Credit to:
    最终受益人帐户名称: 请填您在史考特证券的帐户名称
    最终受益人帐户号码: 请填您在史考特证券的帐户号码

* 请注意:汇款时,务必将您的史考特证券帐户登记姓名及八位帐户号码写在汇款附言处或汇款单上的空白处,否则汇款将会因受益人资料不全而被退回。

You may fund your account with a personal check (the check must be issued by a U.S. bank and contain ABA number), cashier’s check, money order, or MoneyDirect/ACH transfer. Please mail the check to the following address:

Scottrade, Inc.
Asia-Pacific Services
12800 Corporate Hill Dr.
St. Louis, MO 63131
U.S.A.

You can also wire your funds into your Scottrade account. Following are the wiring instructions:

Domestic wire transfer instructions:

    US Bank N.A.
    721 Locust St.
    St. Louis, MO 63101, USA
    ABA#: 081000210
    Account Name: Scottrade Inc.
    Account Number: 1001086162
    Further Credit to:
       Your Scottrade Account Name(s)
       Your Scottrade Account Number

International wire transfer instructions:

    US Bank N.A.
    Minneapolis, MN, USA
    Swift Code: USBKUS44IMT
    Account Name: Scottrade Inc.
    Account Number: 1001086162
    Further Credit to:
        Your Scottrade Account Name(s)
        Your Scottrade Account Number

China Trust Bank wire transfer instructions:

China Trust Bank USA
22939 Hawthorne Blvd. Torrance, CA 90505
ABA#: 122210406 (domestic wire)
Swift Code: CTHCUS66  (international wire)
Account Name: Scottrade Inc.
Account Number: 08611343
Further Credit to:
        Your Scottrade Account Name(s)
        Your Scottrade Account Number

*Note: You must include your Scottrade account name and account number in the wiring document. If your name and account number are not shown, the funds will be returned due to incomplete beneficiary information.

资金提领方式 Withdrawal Instructions:  

支票提领 Check Request:

请填写国际帐户提款表,选择支票提领并传真到亚太服务部。经过确认之後,史考特证券便会在24小时内将美国当地银行的支票寄到您在表中注明的地址。

Please fill out Scottrade International Account Fund Request Form, select Check Request and fax to Asia Pacific Center. Upon verification, Scottrade will send out a check from a U.S. bank to the address on the form within 24 hours.

电汇提领Wire Request:

请填写国际帐户提款表,选择电汇提领并传真到亚太服务部。 我们需要您在表上注明您当地银行资料: 银行名称、银行地址、银行电话、银行ABA号码或汇款号码(swift code)和您在此银行的名称和帐户号码。经过确认之後,史考特证券会将所要求的款项在24小时以内汇出。

Please fill out International Account Fund Request Form, select Wire Request and fax to Asia-Pacific Center. We need you to fill out receiving bank information such as Bank Name, Bank Address, Bank Phone Number, ABA# or Swift Code, your Account Name and Account Number with this bank. Upon verification, Scottrade will wire out the requested amount within 24 hours.

亚太服务部传真号码 Asia-Pacific Center Fax Number
314-543-6178 , 314-835-9302

点击此处下载国际帐户提款表
Click here to download International Account
Fund Request Form

9. 我可以将他人支票存入我的帐户中吗?
Can I deposit a third party check?

可以,但是此人必须是史考特证券的客户, 且此人必须填写 授权书

Yes, but the third party must be a Scottrade customer. In addition, the third party must complete a Letter of Authorization form.

10. 提领资金时, 我可以指定支票抬头为他人,或是将资金汇入他人的帐户吗?
If I want to withdraw funds, can the check be made payable to a third party or can Scottrade wire my funds to a third party's bank account?

不可以, 领款支票的抬头只能是帐户持有人, 并且只能寄至您帐户中的地址, 此外,欲汇出之资金也只能汇入帐户持有人的银行帐户。

No. The check can only be made payable to the account holders and must be mailed to your address. Also, Scottrade can wire funds to the account holders' bank accounts only.

11. 我已经注入资金,什麽时候才能使用?
I have funded my account, how soon can I use it?

如果您是电汇存款通常美国境内汇款24小时後,或是境外汇款48小时後即可使用资金交易(某些特殊情况下可能更长)

如果您是支票存款通常当日即可使用但若存款金额高於您帐户有效资产*的三倍或您是新帐户第一次存款则需等待两个工作日後才能交易单价$4以下股票单价$4以上股票则不受限请注意支票的付款银行必须是美国地银行,要有美国银行协会号码,即ABA number
 
如果您使用银行自动转帐Money Direct存款资金入帐当天即可交易单价$4以上的可融资股票如果购买单价$4以下股票则需等待三个工作日

如果您存入银行本票,不论金额大小资金显示在帐户当天即可使用笔资金

*有效资产是指帐户中的现金和股票的总值不包括期权以及受交易限制的存款
 
资金的使用可能受到存款金额存入时间以及确认方式不同而有差异详情请见: http://chinese.scottrade.com/www/investment_services/funding-options.html 或联系史考特证券亚太服务中心

If you wire funds from U.S. domestic banks, usually you will see the funds in your Scottrade account within 24 hours. For wiring funds from outside the U.S., it usually takes 48 hours (it may take longer in some special conditions). 

If you use check deposit, usually the funds are available in your Scottrade account at the same day. However, if the check amount is greater than 3x your available equity, or it is the initial deposit to your new account, you have to wait for two business days for trading stocks below $4/share. Stocks over $4/share are not restricted. Please note, the check payer must be US domestic bank with ABA number. 
 
If you use Money Direct, you can trade marginable stocks over $4/share at the same day funding. For trading stocks below $4/share, you have to wait for 3 business days to use the funds.
 
If you deposit a cashier’s check, no matter what amount it is, the funds will be available the same business day after it is deposited to your account.
 
*Availabile equity is the total value of cash and/or securities in the account, excluding options and deposits with trading restrictions in effect.
 
The availability of funds will vary based on the amount of deposits, time of funding, and the way you verify the amount. For more information, visit http://chinese.scottrade.com/www/investment_services/funding-options.html or contact Scottrade Asia Pacific Center.

 
12. 我的国际帐户总值超过5,000元, 我可以申请支票本吗?
My international account value is more than $5,000. Is checkwriting available?

很抱歉,我们目前并不提供国际帐户支票本的服务。
No, we do not provide checkwriting for international accounts.

13. 史考特证券对美国境内与境外居民的收费方式有何不同?
Does Scottrade charge additional fees for an international brokerage account?

国际帐户和国内帐户的佣金完全一样。我们对每位客户都提供一流的服务。如欲了解更多有关佣金的资讯,请参看交易费用网页

No. Our commissions for international accounts are the same with our domestic accounts. We provide each of our clients with first-class service. Please go to our Commissions page for more information.

.
14. 我可以请亲戚朋友代我操作证券交易吗?
Can I authorize my friend or relative to trade?

可以,但必须填写"交易授权书"。请到史考特证券网站"表格中心"下载"交易授权书"。填妥後寄回史考特证券。如果授权代理人为美国的公民或永久居民,则需提供社会安全号码。如果授权代理人非美国的公民或永久居民但目前居住於美国境内,则需提供有效的个人证件(护照或身份证)。如果授权代理人目前不居住於美国境内,则需提供有效的个人证件(护照或身份证)和永久居住地址证明,此外,交易授权书必须公证。

Yes, but you have to fill out a Trading Authorization Form. Please go to the Forms Center to download the form, then mail it to Scottrade. If the authorized agent is a U.S. citizen or permanent resident, the agent needs to provide a Social Security number. If the authorized agent is living in the U.S. but is not a U.S. citizen, the agent needs to provide a copy of a valid passport or resident card. If the authorized agent is living outside of the U.S., the agent needs to provide a copy of a valid passport or resident card, proof of residency and a notarized Trading Authorization Form.

 

15. 我是授权代理人,我可以代理帐户持有人提领资金吗?
I am the authorized agent. Can I withdraw funds?

可以,交易授权人需填写表格中心的国际帐户提款表以代理帐户持有人提领资金。但我们只能以帐户持有人的名称发出款项,如果申请支票邮寄,则需与帐户中的地址相符

Yes, an authorized agen needs to fill out International Account Fund Request Form, which is available at our Forms Center, to request a fund withdrawal. However, we will issue funds in the account holder’s name(s) only. If you request a check, it will be mailed to the address of record.

 
16. 史考特证券的国际帐户有哪些种类?
What types of international brokerage accounts does Scottrade provide?

史考特证券目前提供个人帐户与共同帐户,包含现金或融资融券服务。目前国际帐户并不接受公司帐户。
Scottrade provides individual and joint cash or margin accounts. We do not offer corporate accounts at this time.


17. 我是否有融资或融券资格?
Can I open a margin account?

如果您的首次开户金额或有价证券超过美金$2,000元,并且填写"融资融券同意书"且经过史考特证券核准後,您便可利用史考特证券提供的融资融券服务。请到史考特证券表格中心下载"融资融券同意书"

You can use our margin service if your initial deposit is over $2,000 (U.S. dollars) and after you sign the Margin Agreement and Scottrade approves your application. Please go to the Form Center to download the Margin Agreement.


18. 国际帐户是否可以买卖美国共同基金ETF指数基金期权定期存单和债券?
Can international accounts trade mutual funds, ETFs, options, certificates of deposit and bonds?

国际帐户目前不能交易共同基金, 但是ETF指数基金、期权、定期存单和债券皆可交易。
International accounts cannot purchase mutual funds, but can purchase ETFs, options, certificates of deposit and bonds.

19. 我在史考特的国际帐户是否需缴纳美国税金?
Is the international account I open at Scottrade subject to U.S. taxes?

根据美国国税局指示,外国投资人如填妥W-8BEN表格,确认外籍纳税人身份者,可请求豁免於美国股票资本利得和利息收入的预扣税,但是会预扣股利所产生的税款,税率视您居住的国家与美国之间的税务条约而定,目前中国为10%,台湾为30%,香港为30%。 此外,我们每年会提供1042-S表以便客户向当地政府报税使用,若有任何税务上的疑问,请谘询您的税务顾问。
Based on IRS instructions, foreign investors who have filled out W-8BEN form to claim the foreign status of beneficial owner for United States tax withholding will not be withhold capital gains or interest income tax. However, we will withhold dividend tax. Tax withholding amount may vary depending on your country of residence and your claiming tax treaty rate. Currently the tax treaty rate is: 10% for China, 30% for Taiwan and 30% for Hong Kong. Also, each year we will provide a 1042-S form to our international customers for tax reporting purpose in their countries. For more tax information, please contact your tax consultant.

20. 如何将其它美国证券公司的帐户转移到史考特证券?
How do I transfer my account from another company to Scottrade?

您可以将其它美国证券公司的股票与现金转移到史考特证券, 您只需填写"帐户转移表"并附上转出公司最近的月结单,寄到史考特证券,史考特证券将为您完成余下的工作;您无需担忧与其它公司联系的事宜。移转所需时间因不同公司而不定,通常约14周。(共同基金不能转入史考特证券国际帐户)
Currently, you can transfer stocks and cash
from other brokerage firm to Scottrade. We do not charge any fees to transfer an account into Scottrade. Simply fill out our Account Transfer Form, and send it along with your most recent statement from the other firm. Scottrade will do the rest. It could take one to four weeks to finish the transfer (Mutual funds cannot be transferred into Scottrade’s International accounts).

21. 我本来居住在美国, 可是我现在搬到其他国家居住, 我的史考特美国国内帐户可以转成国际帐户吗?
I moved from the U.S. to another country. Can I transfer my domestic account to an international account?

a). 若您是美国的公民或永久居民, 而您现在短期在其他国家旅游或工作并继续拥有美国的地址,您可以保持您的美国国内帐户。 

If you are a U.S. citizen or permanent resident and you travel or work outside the U.S. on a short-term basis and you maintain an U.S. address, you can keep your domestic account.

b). 若您不是美国公民或永久居民,而您现在搬到中国、台湾或香港长期居住, 并且为当地公民,您的史考特美国国内帐户必须关闭, 转换为国际帐户, 并填妥授权书,将您原先帐户资产转移至史考特的国际帐户。

If you are not U.S. citizen or permanent resident, and you move to China, Taiwan or Hong Kong and you are the citizen of these regions, you will have to close your domestic account and apply for an international account at Scottrade. Your assets can be transferred to your new international account by using Letter of Authorization form.

 

22. 我本来居住在中国、台湾或香港并已在史考特证券开设国际帐户, 可是我现在搬到美国居住并已取得美国居民身份, 我还可以继续保持我的国际帐户吗?

I moved from China, Taiwan or Hong Kong to the U.S. I already opened an international account with Scottrade, but I am a U.S. resident now. Can I keep my international account?

不可以, 您必须先於您当地分行开设美国国内帐户,并填妥授权书,将您的国际帐户资产转入美国国内帐户,再关闭您的国际帐户。
No. You have to open a domestic account with your local branch and fill out Letter of Authorization form to transfer the assets in your international account to your new domestic account, then close your international account.

23. 我不是很懂英文, 那我该如何在网路下单交易呢?
My English is not very good. How can I trade online?

史考特中文网站提供中文的交易平台,并提供即时翻译的中文市场新闻和交易资料,以及来自Zacks的美国上市公司中文简介和研究资料,您毋须担忧语言的问题。

The Scottrade Chinese Web site offers Chinese-language trading platform, timely translated market news and trading information, and public company profiles and research materials in Chinese from Zacks. So you don’t have to worry about language difficulties..


24. 如何联络史考特证券?
How do I contact Scottrade?

史考特证券为了服务客户,提供以下联络方式...

美国境内华语专线:1-866-246-1788
美国境外华语专线: (314) 543-6188
电子邮件:
api@scottrade.com 可提出特定问题,索取一般资讯,或对我们的服务提出建议。
传真号码: (314) 543-6178 , (314)835-9302
服务时间为全年365天每天24小时华语专员服务

You can reach our English- or Chinese-speaking brokers in the following ways:

In the U.S. toll-free: 1-866-246-1788

Outside the U.S.: (314) 543-6188,

E-mail: api@scottrade.com

Fax: (314) 543-6178, (314)835-9302

Our business hours are 365 days a year, 24 hours a day


25. 我能否先进一步了解史考特的交易系统,再决定要不要开户?
Can I sign up for a free trial on Scottrade’s trading system before opening an account?

没有问题,史考特证券目前提供免费中英文报价系统。有兴趣者,请点选 这里http://chinese.scottrader.com/

此报价系统除了无法执行交易功能外,完全相同於正式帐户的报价系统。您可观看股价变化及相关研究图表,如想进一步成为帐户持有人,请点选这里 https://chinese.scottrade.com/apply.asp申请开户。

No Problem! We currently provide free Scottrader in both Chinese and English. If you are interested in applying for free Scottrader, please click http://chinese.scottrader.com/

Other than trading function, free Scottrader is very similar to our regular Streaming quote system. You can view streaming quotes and related charts. If you like to become an account holder, please click https://chinese.scottrade.com/apply.asp to apply for account opening. 

 

 26. 史考特证券在海外是否有分公司或代理商可代办开户? 开户是否有任何代办费或手续费?
Does Scottrade have branch offices overseas or authorize any agent to provide account opening service outside USA?

史考特证券在中国大陆、香港和台湾地区并未设立分公司,亦未委托任何第三方代理商或个人代办开户手续,所有国际帐户皆由美国亚太总部直接办理,开户文件必须邮寄至美国亚太总部。本公司开户申请均免手续费。

Scottrade Inc. has no branch office in China, Taiwan or Hong Kong at present time. We do not authorize any third parties of agents or individuals to provide account opening service overseas. All international account applications will be handled by our Asia Pacific International in the US. Applications must be mailed to the Asia-Pacific Service Center at Scottrade Inc. We do not charge account application fees.


27. 史考特公司是否接受限制股票存入? 是否可协助办理股票解除限制?
Does Scottrade take custody of  my restricted stocks? Can Scottrade help me in the process of releasing my restricted stocks?

史考特公司并不接受限制股票存入,也未协助客户办理股票解除限制。存入史考特公司帐户内的股票,必须是已解除限制,而且可以在美国市场上自由流通的股票。

Scottrade does not accept restricted stocks, or remove stock restrictions for its customers. All stocks deposited to Scottrade must be cleared to sell in the US stock market without restrictions.

经纪产品和服务由史考特证券公司提供 – 其为 FINRASIPC成员。

此网站所有的资料都不应被认爲是推荐或索求投资任何一个或一类证券。

投资人在投资共同基金之前,应当考虑的投资目标,风险,以及费用和花费。共同基金的公开説明书含有这些和其它一些有关共同基金的资料。公开説明书可通过我们交易网站或史考特分行 史考特分行获得。在投资之前应当仔细閲读公开説明书。

融资融券交易牵涉到收取利息和花费,包括损失大於存入资金的可能性,并在下跌的市场需要存入额外的抵押。史考特的融资融券合约可在我们的网站和  我们的分行 得到;其中含有 融资融券公开説明 和有关我们的贷借规政策,利息收费,以及与融资融券帐户相关的风险。我们有关期权的政策和相关风险的详细资料可以在史考特期权申请合约,经纪帐户合约,标准期权的特性和风险文件中得到(可通过您的当地的分行 或者点击 此处 获取)所有期权帐户必须先要由史考特批准。

网路市价和限价单每笔佣金仅$7(限单价$1以上的股票)。

市场波动性,交易量以及系统正常与否会影响到帐户连接和交易执行。

网站中的褒扬并不代表其他客户的经历而且不能保证将来的表现或成功。