If you’re planning to put bStocks into a margin arrangement, complete the assessment required by the page first, then decide whether to continue.
Facts verified: Before regular users, VIP 1 users, and VIP 2 users use bStocks as collateral or conduct bStocks leveraged trading (after this feature goes live), they must pass the suitability assessment questionnaire.
My take: This change is about the order of use. Seeing a bStocks collateral entry doesn’t mean you can skip the assessment and include it in your margin plan; if the assessment hasn’t been completed, handle it according to the original arrangement.
You can: Go to the account page, first check the assessment entry, risk disclosures, and the results. If the page doesn’t clearly show that it’s completed, don’t temporarily adjust your limits or add to your position.
What to verify: Later, confirm whether the assessment results match the account notifications. If any restrictions appear, temporarily move the bStocks out of the amount calculation.
Facts verified: Before regular users, VIP 1 users, and VIP 2 users use bStocks as collateral or conduct bStocks leveraged trading (after this feature goes live), they must pass the suitability assessment questionnaire.
My take: This change is about the order of use. Seeing a bStocks collateral entry doesn’t mean you can skip the assessment and include it in your margin plan; if the assessment hasn’t been completed, handle it according to the original arrangement.
You can: Go to the account page, first check the assessment entry, risk disclosures, and the results. If the page doesn’t clearly show that it’s completed, don’t temporarily adjust your limits or add to your position.
What to verify: Later, confirm whether the assessment results match the account notifications. If any restrictions appear, temporarily move the bStocks out of the amount calculation.