How do I trade on the Shanghai Stock Exchange?

MANAGE TRADING PERMISSIONS

Trading on Shanghai-Hong Kong Stock Connect (SEHKNTL) and Shenzhen-Hong Kong Stock Connect (SEHKSZSE) stocks requires Hong Kong/China Stock Connect stocks permissions:

  1. Log into Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. If you manage multiple accounts, select an account by clicking on the account number to popup the Account Selector
  4. Under Account Settings find the section Trading
  5. Click on Trading Permissions
  6. Locate Stocks section, select Add/Edit or Request under Stocks and check the box for "Hong Kong/China Stock Connect" and click on CONTINUE.
  7. Review and sign the disclosures and agreements.
  8. Click CONTINUE and follow the prompts on screen.

Some permissions may take 24-48 hours to be reviewed.

Note

  • As of July 25, 2022 clients of mainland China are banned from Northbound trading of China Connect Securities.

Additional Information:

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