專業投資平台開戶及使用指南 / Professional investment platform account opening and usage guide
使用推薦碼可獲得額外現金返還 / Use referral code for additional cash back
在開戶過程中輸入推薦碼即可享受優惠
Enter referral code during account opening to enjoy benefits
需在開戶後60天內完成首次入金,最低入金金額為$250
Completes this first account within 60 days of opening by funding it with a minimum of $250
詳細的Questrade開戶流程指導
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前往Questrade官網點擊「開戶」/ Visit Questrade website and click "Open Account"
選擇帳戶類型(TFSA、RRSP、現金帳戶)/ Choose account type (TFSA, RRSP, Cash Account)
填寫個人資料和身份驗證 / Fill in personal information and identity verification
上傳身份證明文件 / Upload identity documents
等待審核通過(通常1-3個工作日)/ Wait for approval (usually 1-3 business days)
如何查看買賣記錄和帳號收益
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登入Questrade帳戶 / Log into Questrade account
點擊「活動」或「Activity」標籤 / Click "Activity" tab
查看交易記錄和收益報告 / View trading records and profit reports
下載月度和年度報表 / Download monthly and annual statements
設定email通知獲取即時更新 / Set email notifications for real-time updates
追蹤和管理股息收入
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在「活動」中篩選「股息」交易 / Filter "Dividend" transactions in Activity
查看股息收入詳細記錄 / View detailed dividend income records
下載股息報表用於報稅 / Download dividend statements for tax filing
設定股息提醒通知 / Set dividend reminder notifications
分析股息增長趨勢 / Analyze dividend growth trends
自動將股息重新投資購買更多股份
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登入帳戶後選擇「我的帳戶」/ Log in and select "My Account"
點擊「股息再投資計劃」/ Click "Dividend Reinvestment Plan"
選擇要啟用DRIP的股票 / Select stocks to enable DRIP
確認設定並儲存 / Confirm settings and save
股息將自動購買更多股份 / Dividends will automatically purchase more shares
將資金轉入Questrade帳戶
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登入後點擊「入金」或「Deposit」/ Log in and click "Deposit"
選擇入金方式(銀行轉帳、支票等)/ Choose deposit method (bank transfer, cheque, etc.)
填寫入金金額和銀行資訊 / Fill in deposit amount and bank information
確認交易詳情 / Confirm transaction details
資金通常1-3個工作日到帳 / Funds usually arrive in 1-3 business days
從Questrade帳戶提取資金
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確保帳戶有足夠現金餘額 / Ensure sufficient cash balance in account
點擊「出金」或「Withdraw」/ Click "Withdraw"
選擇出金方式和金額 / Select withdrawal method and amount
填寫銀行帳戶資訊 / Fill in bank account information
提交申請並等待處理 / Submit request and wait for processing
帳戶間資金轉移操作
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在「我的帳戶」中選擇轉帳功能 / Select transfer function in "My Account"
選擇轉出和轉入帳戶 / Select source and destination accounts
輸入轉帳金額 / Enter transfer amount
確認轉帳詳情 / Confirm transfer details
轉帳通常即時完成 / Transfers are usually completed instantly
如何購買整股和碎股
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搜尋想要購買的股票代號 / Search for desired stock ticker
選擇訂單類型(市價單、限價單)/ Choose order type (market order, limit order)
輸入購買數量(支援碎股)/ Enter quantity (fractional shares supported)
設定價格限制(限價單)/ Set price limit (for limit orders)
確認並提交訂單 / Confirm and submit order
了解不同的下單類型和使用時機
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市價單(Market Order):以當前市場價格立即執行交易 / Market Order: Execute trade immediately at current market price
限價單(Limit Order):設定理想價格,達到價格時才執行 / Limit Order: Set desired price, execute only when price is reached
止損單(Stop Loss Order):設定止損價格,保護投資收益 / Stop Loss Order: Set stop price to protect investment gains
止損限價單(Stop Limit Order):結合止損和限價的訂單類型 / Stop Limit Order: Combines stop loss and limit order features
追蹤止損單(Trailing Stop):根據市場價格自動調整止損點 / Trailing Stop: Automatically adjusts stop point based on market price
全部成交或取消(Fill or Kill):訂單必須立即全部成交否則取消 / Fill or Kill: Order must be filled completely immediately or cancelled
當日有效(Day Order):訂單僅在當日交易時段有效 / Day Order: Order valid only during current trading day
取消前有效(Good Till Cancelled):訂單持續有效直到成交或手動取消 / Good Till Cancelled: Order remains active until filled or manually cancelled
專業交易平台IQ EDGE的完整操作指南
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下載並安裝IQ EDGE桌面應用程式 / Download and install IQ EDGE desktop application
登入帳戶並熟悉主介面佈局 / Log in and familiarize with main interface layout
自訂工作區和視窗排列 / Customize workspace and window arrangement
使用即時報價和圖表分析工具 / Use real-time quotes and charting analysis tools
設定技術指標和繪圖工具 / Set up technical indicators and drawing tools
建立和管理觀察清單 / Create and manage watchlists
使用進階訂單輸入功能 / Use advanced order entry features
查看帳戶餘額和持倉狀況 / View account balance and position status
設定價格提醒和通知 / Set price alerts and notifications
使用Level 2報價查看市場深度 / Use Level 2 quotes to view market depth
匯出交易記錄和報表 / Export trading records and reports
自訂快捷鍵提升交易效率 / Customize hotkeys to improve trading efficiency
重要提醒 / Important Reminders:
風險聲明 / Risk Disclaimer:投資涉及風險,過往表現不能保證未來收益。請根據自己的財務狀況和風險承受能力進行投資決策。建議在投資前諮詢專業的財務顧問。
Investment involves risk, and past performance does not guarantee future returns. Please make investment decisions based on your financial situation and risk tolerance. It is recommended to consult a professional financial advisor before investing.