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Task Interface

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Securities Back Office (WBO)

Asset Account

Business Introduction

Quick Start

System Overview

Frequently Asked Questions

Payment Management

Deposit Funds

Business Introduction

Quick Start

System Introduction

Frequently Asked Questions

Withdraw Funds

Business Overview

System Overview

Frequently Asked Questions

Quick Start

Customer Bank Card

Business Introduction

Quick Start

Frequently Asked Questions

System Introduction

Currency Exchange

Business Introduction

Quick Start

Frequently Asked Questions

System Overview

Cryptocurrency Deposits and Withdrawals

Customer Wallet Address

Business Introduction

System Introduction

Getting Started

Frequently Asked Questions

Deposit Cryptocurrency

Business Overview

Quick Start

System Overview

Frequently Asked Questions

Withdraw Coins

Business Overview

Quick Start

System Overview

Frequently Asked Questions

Securities Management

Securities Deposit

Business Introduction

Quick Start

System Overview

Frequently Asked Questions

Securities Withdrawal

Business Introduction

Quick Start

System Overview

Frequently Asked Questions

New Share Subscription

Business Overview

Quick Start

System Overview

Frequently Asked Questions

Fund Management

Business Overview

Quick Start

System Overview

Frequently Asked Questions

Settlement Management

Business Introduction

Quick Start

Quick Start (OB's Quick Start is LB)

System Overview

Frequently Asked Questions

Corporate Actions

Business Overview

Quick Start — Ordinary Bonus Share Dividend (BE)

Quick Start — Voluntary Bonus Share Dividend (BE)

Quick Start — Bull and Bear Certificates, Bond Redemption, Privatization (TM)

Quick Start — Shareholders' Meeting (VT)

System Overview

Frequently Asked Questions

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Risk Management

Business Introduction

Quick Start

Frequently Asked Questions

System Overview

Report Management

Quick Start

System Overview

CRS Operations Document

Frequently Asked Questions

Broker Management

Relationship Management

Team and Agent

Revenue Sharing Management

Business Introduction

Quick Start

System Overview

Transaction Panel

Business Overview

Quick Start

System Overview

Frequently Asked Questions

Accounting Middle Platform

Business Description

Quick Start

System Overview

Frequently Asked Questions

Announcement Management

Business Introduction

Quick Start

System Overview

Operations System (OPA)

Ad Delivery System

Quick Start

System Overview

Event System

System Overview

Quick Start

Entitlement System

Quick Start

System Overview

PageHub

Quick Start

System Introduction

Customer Relationship Management (CRM) System

Customer Relationship Management

Business Introduction

Quick Start

System Overview

KYC

Business Overview

Quick Start

System Overview

Account Management

Business Introduction

Getting Started

System Overview

HKIDR Operational Documentation

Help Center

Quick Start

System Overview

Message Center

Quick Start

Securities Trading Front-End (WTT)

Layout and Component Function Description

Market-related

Business Overview

Getting Started

Feature Overview

Customer Inquiry

Business Overview

Quick Start

Feature Overview.

Place Trade Order

Business Overview

Quick Start

Feature Overview

Transaction Inquiry

Business Introduction

Quick Start

Frequently Asked Questions

Feature Overview

Fund Management

Business Introduction

Quick Start

Feature Overview

Margin Call

Business Introduction

Quick Start

Frequently Asked Questions

Feature Overview

Temporary Account Adjustment

Business Introduction

Quick Start

Feature Overview

Frequently Asked Questions

Corporate Actions

Business Introduction

Quick Start

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

2025-01-20 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

2024-12-19 Release Notes

2024-12-12 Release Notes

2024-07-22 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

2024-12-02 Release Notes

2025-06-30 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

2024-12-24 Release Notes

2025-10-11 Release Notes

2026-01-26 Release Notes

2026-02-07 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-Q3 What's New

December 2025 — What Is New (RC)

What's New — January 2026 (RC)

What's New — Q4 2025

On this page

Risk Management

In the Risk Management module, the primary operational workflow is as follows:

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NextBusiness Introduction

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

Risk Management ​

Risk Management