Steps to open a Standard Chartered Securities Trading account

I don’t know how to do it, so tedious… because got no one to help me

Step 1 : Locate a branch near you

Step 2 : Go to that branch (during non peak hours) that you have selected 


Try to avoid peak hours! I’ve done mine within 30mins

Step 3: Approach the ticketing counter (There will be an assistant/agent standing there) and ask to open a securities trading account


If you have an existing bank account with Standard Chartered, your process will be quicken by half the time.

If not (Like me), You will have to open a bank account with them.

Step 4: Open an E$avers account 

This is their most basic bank account

Screen Shot 2016-08-23 at 9.00.42 amScreen Shot 2016-08-23 at 9.00.04 am

Step 5: After that you will be asked to do a Customer Assessment Review (CAR) 


The quiz/test is basically to test your financial literacy

Tips to pass this quiz

  • Know the different financial instruments & How you can purchase them (on theory)
  • Or you can just pretend you know everything ( You will pass it easily)

Once you passed the quiz, The agent will ask if you would like to open account for different exchange, IT IS FREE, so i recommend you to do so.

*If you’re doing the quiz on paper or the account opening on paper or CAR, the option of opening foreign exchange account option will be visible on it.*

Step 6: A Temporary ID and Password will be passed to you


This is a picture from Google Image ( It will come in a physical card form)

It will all be given to you on the day itself – It will come through a text message

If it is not given, do ask them or you can call customer service for your temporary ID & PW

Step 7: Register for Online Banking through using your Temporary ID

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Press online Banking and Scroll down

Step 8: After all is done, Sign in to your online banking


Please be sure that you have a Securities Settlement Account before heading to the next step

Step 9 : You have to open an online trading account (it’s separate from an Securities Settlement Account) – It can only be opened through Online Banking

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Go under your Dashboard – You will be able to see online trading under invest

Step 10 (Final Step): Apply for your online trading account – It will take about 1-5 working days to open your a/c ( I recommend you doing it ASAP) 

I’ve lost the image for this step 😦 sorry!

Hopefully this benefits you! 🙂 Remember to say no to other products if the agents are selling you, unless it benefits you fully



One thought on “Steps to open a Standard Chartered Securities Trading account

  1. Pingback: Growing wealth by being smart

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