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Quick Start (OB's Quick Start is LB)

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Corporate Actions

Business Overview

Quick Start — Ordinary Bonus Share Dividend (BE)

Quick Start — Voluntary Bonus Share Dividend (BE)

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Risk Management

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Report Management

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CRS Operations Document

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Broker Management

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Team and Agent

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Accounting Middle Platform

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Entitlement System

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PageHub

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Customer Relationship Management

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KYC

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Account Management

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HKIDR Operational Documentation

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Securities Trading Front-End (WTT)

Layout and Component Function Description

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Feature Overview.

Place Trade Order

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Fund Management

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Feature Overview

Margin Call

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Temporary Account Adjustment

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Corporate Actions

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Feature Overview

Frequently Asked Questions

Frequently Asked Questions (FAQ) Library

1. Account Issues

1.1 Account Opening Procedure

1.1.1 CA Account Opening

1.1.2 Offline Account Opening

1.1.3 Online Account Opening

Corporate Account Opening

1.2 Account Maintenance and Modification

1.2.1 Standing Authorization

1.3 Customer/Account Deregistration

1.4 CRS Reporting

1.5 BCAN Submission

1.6 Primary and Sub-Accounts

2. Deposit and Withdrawal Issues

2.0.1 Deposit and Withdrawal Modification / Rejection

Bank Account / Bank Card

2.2 Currency Exchange

3. Securities Transfer-Out/Transfer-In Issues

4. Manual Account Adjustment Issues

5. Settlement Issues

5.1 Settlement Settings

5.1.1 Settlement Reconciliation

5.2 Statement Display

5.2.1 Modification of Closing Statement Settings

5.3 Backend Order Supplementation

6. Issues Related to Company Actions

6.0.1 Share/Dividend Distribution Operation (BE Category)

6.0.2 Share Split/Consolidation and Share Conversion Operations (CA Category)

6.0.3 Rights Issue / Tender Offer Operations (RS/TU/TC/OO Categories)

6.0.4 Additional Rights Issue / Public Offering Operations (ER/EO Category)

6.0.5 Callable Bull/Bear Contracts / Equity Recovery Operation (TM/DS Category)

6.1 Corporate Action Fees

Section 6.2: Plan Information

7. Commission Billing Issues

7.1 Financing Interest

8. Bond Processing Issues

9. Inquiries Regarding Publicly Offered and Privately Offered Funds

Fund Display — App 9.0.1

9.1 Balance Access

10. Questions Regarding IPO Subscriptions

FINI Platform 10.1

11. Broker Management Issues

12. Report Issues

12.0.1 Settlement Report (SDR Category)

12.0.2 Transaction Report (TDR Category)

12.1 Batch Report Printing

13. Message Center (Email/SMS)

14. SFTP Issues

SFTP Software Operation Guide

15. Business Parameter Issues

15.1 Approval Process Configuration

16. App Operation Issues

16.1 App Data Display

17. Front-end WTT display issue

17.1 Order Placement Issues

18. Risk Control Issues

19. Issues with account assets

20. Issues with the Operations System

21. Web Version (web trade) Issue

Web Trade Product User Guide

Release Notes

Whale Console

2024-08-24 Release Notes

2024-07-02 Release Notes

2024-08-15 Release Notes

2024-11-19 Release Notes

2025-10-28 Release Notes

2025-01-20 Release Notes

2024-07-30 Release Notes

2024-08-12 Release Notes

2025-09-01 Release Notes

2024-09-26 Release Notes

2025-02-24 Release Notes

2024-10-25 Release Notes

2025-06-03 Release Notes

2024-12-19 Release Notes

2024-12-12 Release Notes

2025-07-21 Release Notes

2024-07-22 Release Notes

2025-08-12 Release Notes

2025-06-23 Release Notes

2024-10-21 Release Notes

2024-06-11 Release Notes

2024-12-23 Release Notes

2024-09-23 Release Notes

2024-06-15 Release Notes

2025-12-15 Release Notes

2024-12-02 Release Notes

2025-02-19 Release Notes

2025-03-24 Release Notes

2024-09-07 Release Notes

2024-11-11 Release Notes

2024-09-03 Release Notes

2025-09-29 Release Note

2024-12-24 Release Notes

2025-11-24 Release Notes

2025-11-03 Update Log

2024-05-20 Release Notes

Update Log — May 6, 2024

2024-04-09 Release Notes

Release Notes — April 8, 2024

Release Notes — March 26, 2024

2024-03-18 Release Notes

2024-03-04 Release Notes

2024-02-27 Release Notes

Release Notes — February 20, 2024

2024-02-04 Release Notes

2024-01-29 Update Log

2024-01-22 Release Notes

2024-01-13 Release Notes

2024-01-08 Release Notes

2023-10-12 Release Notes

2023-10-10 Update Log

Release Notes — October 9, 2023

WTT

2025-08 What's New（RC）

2025-10 What's New（RC）

2025-09 What's New（RC）

2025-11 What's New（RC）

December 2025 — What Is New (RC)

What's New — January 2026 (RC)

February 2026 — What's New (RC)

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Fund Management

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Asset Account

Payment Management

Deposit Funds

Withdraw Funds

Customer Bank Card

Currency Exchange

Cryptocurrency Deposits and Withdrawals

Customer Wallet Address

Business Introduction

Deposit Cryptocurrency

Withdraw Coins

Securities Management

Securities Deposit

Securities Withdrawal

New Share Subscription

Fund Management

Settlement Management

Quick Start

Corporate Actions

Risk Management

Report Management

Broker Management

Transaction Panel

Accounting Middle Platform

Announcement Management

Ad Delivery System

Event System

Entitlement System

PageHub

Customer Relationship Management

KYC

Account Management

Help Center

Message Center

Market-related

Customer Inquiry

Place Trade Order

Transaction Inquiry

Fund Management

Margin Call

Temporary Account Adjustment

Corporate Actions

1.1 Account Opening Procedure

1.2 Account Maintenance and Modification

5.1 Settlement Settings

5.2 Statement Display

Fund Management ​

Fund Management