{"id":205588,"date":"2024-04-25T12:47:11","date_gmt":"2024-04-25T16:47:11","guid":{"rendered":"https:\/\/ibkrcampus.com\/?post_type=trading-lessons&#038;p=205588"},"modified":"2024-04-25T15:08:29","modified_gmt":"2024-04-25T19:08:29","slug":"account-management-at-ibkr-mandarin","status":"publish","type":"trading-lessons","link":"https:\/\/www.interactivebrokers.com\/campus\/trading-lessons\/account-management-at-ibkr-mandarin\/","title":{"rendered":"\u5728IBKR\u7ba1\u7406\u8d26\u6237"},"content":{"rendered":"\n<p>\u5728\u60a8\u5f00\u6237\u5e76\u6ce8\u8d44\u540e\uff0c\u60a8\u53ef\u80fd\u60f3\u77e5\u9053\u5728\u54ea\u91cc\u53ef\u4ee5\u83b7\u53d6\u8d26\u6237\u7684\u6d3b\u52a8\u62a5\u8868\u6216\u4ea4\u6613\u786e\u8ba4\u3002\u60a8\u53ef\u80fd\u8fd8\u60f3\u77e5\u9053\u5982\u4f55\u751f\u6210\u4e00\u5f20\u62a5\u544a\uff0c\u663e\u793a\u60a8\u7684\u8d26\u6237\u5728\u4e00\u6bb5\u65f6\u95f4\u5185\u7684\u67d0\u4e9b\u5173\u952e\u6570\u636e\uff0c\u6bd4\u5982\u60a8\u7684\u51c0\u8d44\u4ea7\u4ef7\u503c\u6216\u5728\u4e0d\u540c\u8d44\u4ea7\u7c7b\u578b\u4e2d\u7684\u5206\u914d\u60c5\u51b5\u3002\u60a8\u751a\u81f3\u53ef\u80fd\u8fd8\u60f3\u77e5\u9053\uff0c\u5982\u4f55\u624d\u80fd\u5347\u7ea7\u6216\u8f6c\u6362\u8d26\u6237\u7c7b\u578b\u3001\u6216\u4ece\u53e6\u4e00\u5bb6\u7ecf\u7eaa\u5546\u8f6c\u8d26\u8d44\u91d1\u3002\u5728\u672c\u8282\u8bfe\u4e2d\uff0c\u6211\u4eec\u5c06\u5411\u60a8\u4ecb\u7ecd\u4e00\u4e9b\u60a8\u53ef\u4ee5\u4f7f\u7528\u7684\u91cd\u8981\u5de5\u5177\u548c\u8d44\u6e90\uff0c\u4ee5\u56de\u7b54\u60a8\u7684\u8fd9\u4e9b\u95ee\u9898\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"619\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_001_CNM_LLC-1100x619.jpg\" alt=\"\" class=\"wp-image-205598 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_001_CNM_LLC-1100x619.jpg 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_001_CNM_LLC-700x394.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_001_CNM_LLC-300x169.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_001_CNM_LLC-768x432.jpg 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_001_CNM_LLC-1536x864.jpg 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_001_CNM_LLC.jpg 1920w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" 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href=\"https:\/\/ndcdyn.interactivebrokers.com\/portal\/?loginType=2&amp;action=ACCT_MGMT_MAIN&amp;RL=1&amp;locale=en_US#\/\">\u5ba2\u6237\u7aef\u7684\u4e3b\u9875<\/a>\uff0c\u60a8\u53ef\u4ee5\u70b9\u51fb\u6211\u4eec\u7f51\u7ad9\u7684\u201c\u767b\u5f55\u5ba2\u6237\u7aef\u201d\u6309\u94ae\u6765\u6253\u5f00\u3002<\/p>\n\n\n\n<p>\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5728\u8fd9\u91cc\uff0c\u60a8\u53ef\u4ee5\u770b\u5230\u60a8\u7684\u51c0\u6d41\u52a8\u6027\uff0c\u8fd8\u6709\u60a8\u7684\u6295\u8d44\u7ec4\u5408\u4ef7\u503c\u548c\u8868\u73b0\u3002\u60a8\u8fd8\u53ef\u4ee5\u5728\u5ba2\u6237\u7aef\u5185\u5b58\u53d6\u8d44\u91d1\uff0c\u5feb\u901f\u67e5\u770b\u4e00\u4e0b\u60a8\u7684\u63a7\u5236\u9762\u677f\uff0c\u770b\u770b\u60a8\u6dfb\u52a0\u4e86\u54ea\u4e9b\u7ec4\u4ef6\u2014\u2014\u6bd4\u5982\u5e02\u573a\u65b0\u95fb\u3001\u81ea\u9009\u5217\u8868\u3001\u5373\u5c06\u53d1\u751f\u7684\u7ecf\u6d4e\u4e8b\u4ef6\u7b49\u3002\u60a8\u8fd8\u53ef\u70b9\u51fb\u201c\u66f4\u591a\u201d\u6309\u94ae\u6765\u67e5\u770b\u4f59\u989d\u7684\u8be6\u7ec6\u4fe1\u606f\u3002<\/p>\n\n\n\n<p><strong>\u62a5\u8868<\/strong><strong><\/strong><\/p>\n\n\n\n<p>\u9664\u4e86\u5f88\u591a\u5176\u5b83\u529f\u80fd\u4ee5\u5916\uff0c\u60a8\u53ef\u4f7f\u7528\u8be5\u5e73\u53f0\u751f\u6210\u65e5\u5ea6\u6216\u6708\u5ea6\u7684<a href=\"https:\/\/www.ibkrguides.com\/reportingreference\/reportguide\/activity%20statement%20samples.htm\">\u6d3b\u52a8\u62a5\u8868<\/a>\uff0c\u5e76\u53ef\u8bbe\u7f6e\u8ba9\u7cfb\u7edf\u81ea\u52a8\u5411\u60a8\u53d1\u9001\u8fd9\u4e9b\u62a5\u8868\uff0c\u5305\u62ec\u901a\u8fc7\u90ae\u4ef6\u53d1\u9001\u3002\u60a8\u8fd8\u53ef\u4ee5\u8fd0\u884c\u4f17\u591a\u4e0d\u540c\u7684\u9ed8\u8ba4\u62a5\u8868\uff0c\u4e0d\u4ec5\u53ef\u751f\u6210\u6d3b\u52a8\u62a5\u8868\uff0c\u8fd8\u53ef\u751f\u6210\u6309\u5e02\u4ef7\u8c03\u6574\u7684\u603b\u7ed3\u3001\u4ea4\u6613\u786e\u8ba4\u7b49\uff0c\u60a8\u53ef\u9009\u62e9\u67e5\u770b\u6216\u4e0b\u8f7d\u8fd9\u4e9b\u62a5\u8868\u3002\u6b64\u5916\uff0c\u8fd9\u4e9b\u62a5\u8868\u4e0d\u4ec5\u80fd\u4ee5\u9ed8\u8ba4\u7684\u65b9\u5f0f\u751f\u6210\u3002\u4e8b\u5b9e\u4e0a\uff0c\u5ba2\u6237\u8fd8\u53ef\u521b\u5efa\u81ea\u5b9a\u4e49\u7684\u62a5\u8868\uff0c\u9009\u62e9\u5404\u5f0f\u5404\u6837\u7684\u677f\u5757\u3001\u914d\u7f6e\u548c\u53d1\u9001\u65b9\u5f0f\u3002\u60a8\u8fd8\u53ef\u5b9a\u5236\u60a8\u7684\u62a5\u8868\uff0c\u4ee5\u53cd\u6620\u7279\u5b9a\u7684\u65f6\u95f4\u6bb5\u3001\u7279\u5b9a\u7684\u65e5\u671f\u6216\u65e5\u671f\u8303\u56f4\u7684\u6570\u636e\u3002\u5982\u6709\u9700\u8981\uff0c\u8fd8\u53ef\u9009\u62e9\u62a5\u8868\u7684\u8bed\u8a00\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"619\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_002_CNM_LLC-1100x619.jpg\" alt=\"\" class=\"wp-image-205599 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_002_CNM_LLC-1100x619.jpg 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_002_CNM_LLC-700x394.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_002_CNM_LLC-300x169.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_002_CNM_LLC-768x432.jpg 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_002_CNM_LLC-1536x864.jpg 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_002_CNM_LLC.jpg 1920w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/619;\" \/><\/figure>\n\n\n\n<p><strong>\u6295\u8d44\u7ec4\u5408\u5206\u6790\u5668<\/strong><strong><\/strong><\/p>\n\n\n\n<p>\u5982\u60a8\u5728\u5ba2\u6237\u7aef\u7684\u4e1a\u7ee9\u4e0e\u62a5\u544a\u4e2d\u70b9\u51fb<a href=\"https:\/\/www.portfolioanalyst.com\/en\/pa\/home.php\">PortfolioAnalyst<\/a>\uff0c\u5373\u6295\u8d44\u7ec4\u5408\u5206\u6790\u5668\uff0c\u60a8\u5c06\u770b\u5230\u4e00\u4e2a\u6570\u636e\u7fd4\u5b9e\u7684\u5206\u6790\u754c\u9762\uff0c\u53ef\u5e2e\u52a9\u60a8\u6574\u5408\u3001\u8ffd\u8e2a\u548c\u5206\u6790\u60a8\u5b8c\u6574\u7684\u8d22\u52a1\u4e1a\u7ee9\u2014\u2014\u8be5\u5de5\u5177\u5305\u542b\u5bf9\u6807\u57fa\u51c6\u3001\u98ce\u9669\u6307\u6807\u4ee5\u53ca\u5176\u5b83\u5f3a\u5927\u7684\u52a8\u6001\u5206\u6790\u529f\u80fd\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"619\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_003_CNM_LLC-1100x619.jpg\" alt=\"\" class=\"wp-image-205601 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_003_CNM_LLC-1100x619.jpg 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_003_CNM_LLC-700x394.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_003_CNM_LLC-300x169.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_003_CNM_LLC-768x432.jpg 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_003_CNM_LLC-1536x864.jpg 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_003_CNM_LLC.jpg 1920w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/619;\" \/><\/figure>\n\n\n\n<p>\u5728\u6295\u8d44\u7ec4\u5408\u5206\u6790\u5668\u4e2d\uff0c\u60a8\u53ef\u521b\u5efa\u5b9e\u65f6\u62a5\u544a\u6765\u8bc4\u4f30\u6295\u8d44\u7ec4\u5408\u7684\u4e1a\u7ee9\u3001\u5bf9\u6807\u9009\u5b9a\u7684\u884c\u4e1a\u57fa\u51c6\uff0c\u6216\u4ece\u4e00\u7cfb\u5217\u62a5\u544a\u529f\u80fd\u4e2d\u9009\u62e9\uff0c\u5305\u62ec\u663e\u793a\u4e00\u6bb5\u65f6\u95f4\u5185\u60a8\u7684\u51c0\u8d44\u4ea7\u4ef7\u503c\u6216\u8d44\u4ea7\u7c7b\u522b\u5206\u914d\u7b49\u5173\u952e\u6570\u636e\uff0c\u8fd8\u53ef\u9009\u62e9\u4f17\u591a\u5176\u5b83\u53ef\u81ea\u5b9a\u4e49\u7684\u9879\u76ee\uff0c\u5982\u98ce\u9669\u6307\u6807\u3001\u96c6\u4e2d\u5ea6\u6216ESG\u8bc4\u5206\u7b49\u3002&nbsp;<\/p>\n\n\n\n<p>\u60a8\u8fd8\u53ef\u5728\u201c\u670d\u52a1\u201d\u83dc\u5355\u4e0b\u70b9\u51fb<a href=\"https:\/\/www.portfolioanalyst.com\/en\/pa\/home.php\">\u6295\u8d44\u7ec4\u5408\u5206\u6790\u5668<\/a>\u76f4\u63a5\u65b9\u4fbf\u5730\u8bbf\u95ee\u8be5\u5de5\u5177\u3002<\/p>\n\n\n\n<p><strong>\u66f4\u591a\u4fe1\u606f<\/strong><strong><\/strong><\/p>\n\n\n\n<p>\u8981\u52a0\u6df1\u60a8\u5bf9\u672c\u8bdd\u9898\u7684\u7406\u89e3\uff0c\u60a8\u53ef\u5728<a href=\"\/campus\/academy\">\u4ea4\u6613\u8005\u5927\u5b66<\/a>\u53c2\u52a0\u6211\u4eec\u9488\u5bf9<a href=\"\/campus\/trading-course\/portfolioanalyst-and-investment-reporting\/\">\u6295\u8d44\u7ec4\u5408\u5206\u6790\u5668\u548c\u6295\u8d44\u62a5\u544a<\/a>\u5f00\u8bbe\u7684\u8bfe\u7a0b\uff0c\u6216\u8bbf\u95ee<a href=\"https:\/\/www.ibkrguides.com\/reportingreference\/reportguide\/report%20samples.htm\"> IBKR\u6307\u5357\u9875\u9762\u6765\u67e5\u770b\u60a8\u53ef\u751f\u6210\u7684\u62a5\u544a\u6837\u672c<\/a>\u4ee5\u53ca\u5176\u5b83\u6709\u52a9\u4e8e\u60a8\u7ba1\u7406\u8d26\u6237\u7684\u8bdd\u9898\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"619\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_004_CNM_LLC-1100x619.jpg\" alt=\"\" class=\"wp-image-205602 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_004_CNM_LLC-1100x619.jpg 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_004_CNM_LLC-700x394.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_004_CNM_LLC-300x169.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_004_CNM_LLC-768x432.jpg 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_004_CNM_LLC-1536x864.jpg 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/04\/L4_IMAGE_004_CNM_LLC.jpg 1920w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/619;\" \/><\/figure>\n\n\n\n<p>\u53e6\u5916\uff0c\u60a8\u8fd8\u53ef\u5728<a href=\"https:\/\/www.ibkrguides.com\/kb\/accountmanagement.htm\">IBKR\u6307\u5357\u7684\u201c\u8d26\u6237\u7ba1\u7406\u201d\u677f\u5757<\/a>\u6d4f\u89c8\u4f17\u591a\u5176\u5b83\u7684\u5185\u5bb9\uff0c\u6bd4\u5982\u4e86\u89e3\u60a8\u662f\u5426\u53ef\u4ee5\u628a\u60a8\u7684\u4e2a\u4eba\u8d26\u6237\u5347\u7ea7\u4e3a\u987e\u95ee\u8d26\u6237\uff0c\u6216\u5982\u4f55\u8bf7\u6c42\u901a\u8fc7<a href=\"\/campus\/glossary-terms\/automated-customer-account-transfer-service-acats\/\">ACATS\uff08\u81ea\u52a8\u5ba2\u6237\u8d26\u6237\u8f6c\u8d26\u670d\u52a1\uff09<\/a>\u628a\u53e6\u4e00\u5bb6\u7ecf\u7eaa\u5546\u7684\u8d26\u6237\u8f6c\u8fc7\u6765\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" 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