CMB Wing Lung Bank Mobile App Securities Transfer

Open “CMB Wing Lung Bank Mobile App” and click “Securities” at the bottom of the main page.

1. Click “More” and choose “Securities Deposit Instruction” on “Portfolio” page.

2. If you own more than one Securities Account, you can click “Securities A/C No.” to choose other Securities Account which you would like to deposit.

3.Input the Stock Code, Stock Name, Quantity and Cost Price of the stock(s) to be deposited. Click “+Stock” to add one more set of field if you would like to deposit more than one stock. A maximum of 5 stocks can be inputted per instruction. Please submit another instruction if you would like to deposit more than 5 stocks.

4.After inputting the information of the stock(s) to be deposited, input the information of counterparty at the bottom part.

a）If you transfer securities from other bank or securities firm to CMB Wing Lung Bank (“the Bank”), please input the information of counterparty of other bank or securities firm.
Click the symbol next to “Information of Counterparty” to check the relevant information of the Bank. Please notify and provide the information of the bank to the counterparty for processing your Securities Deposit Instruction. In general, the stock(s) will be deposited to the Bank within 2-3 working days. Securities Deposit Instruction is free of charge.

b）If you transfer from same name account with the Bank, for example from Cash Securities Account transfer to Margin Securities Account, please tick “Transfer from same name a/c of the Bank” and fill in the Securities Account A/C with the same name of the Bank of the securities to be withdrawn (e.g. Cash Securities Account).

5.After completing the required information, please click “Next” to go to Confirmation Page. You are required to verify the information that is correct and agree the related Terms & Conditions, then please click “Confirm” to submit the instruction.

The above screen captures are for demonstration purposes and reference only.

Investment involves risks.

The service and offers are subject to relevant terms and conditions.

Enquiry Hotline: (852)230 95555 /(86)4008 822388

CMB Wing Lung Bank Limited