Prepared by A-J | Author brand: 盡職生活｜阿J的普通人理財筆記
About the author/site · Vocus @WUCJ ↗ · Editorial policy
Page version: 2026-08-16 | Official or primary sources are preferred for material rules and figures. AI may assist structure, translation, and code, but is not used as the sole factual source.
About the author/site · Vocus @WUCJ ↗ · Editorial policy
Page version: 2026-08-16 | Official or primary sources are preferred for material rules and figures. AI may assist structure, translation, and code, but is not used as the sole factual source.
Key point: Opening a securities account gives access to trading; it does not mean you need to trade immediately or use every feature the broker offers.
Online opening is more than filling out a form
Current TWSE standards require brokers to confirm the applicant’s identity and retain necessary evidence.
Several verification methods are permitted
Methods include settlement-bank confirmation, citizen certificates, bank-account or chip-card verification, ID-and-face images, video, Mobile ID, and Financial Fast-ID.
Brokers also strengthen authentication
Rules call for additional controls such as SMS one-time passwords or broker contact, depending on the process.
Protect the URL and OTP
Use the broker’s official site or app and never provide OTPs, online-banking passwords, or identity credentials to strangers.
Final pre-opening checks
- Confirm the website/app is genuinely operated by the broker
- Understand fees, settlement, order channels, and customer support
- Never give passwords, OTPs, or credentials to another person
- Have settlement funds ready before executing a purchase
Primary / official sources
This page does not recommend a particular broker or account package. Actual eligibility, fees, and features depend on current broker disclosures.