元富證券 i理財 5.7.13

The Yuanta Securities "i-Finance" app emerges as a vital companion for investors engaged in mobile finance management. It offers a variety of services tailored to different investment needs: "Micro-Invest" serves as an excellent choice for small investments; "Invest in US Stocks" features selected US equities and ETFs; "Stock Liquidity" allows users to convert stocks into cash; "Stock Lending" enables you to lend shares for interest earnings; "Wealth Management" presents a wide range of funds to fulfill diverse investment requirements; and the "ETF Section" provides comprehensive information on ETFs.

Importantly, users can experience the "i-Finance" app without the need for account registration or login.

• Feature One: i-Finance Stock Liquidity - This service facilitates stock-to-cash conversions with 24/7 availability and an online application process, ensuring quick fund disbursement within three hours to address short-term capital needs while enabling flexible financial management.
• • Key Features of Stock Liquidity:
  1. No need to sell stocks, retaining profit potential.
  2. Flexible repayment options, either in cash or by selling stocks.
  3. Rapid fund disbursement, with transfers completed as quickly as three hours.
  4. No setup fees; only interest applies.
  5. No collateral required, expediting fund availability.
  6. 24-hour service support via both app and web platforms.
  7. An ideal choice for small borrowings starting from NT$10,000.
• Feature Two: i-Finance Micro-Invest - Tailored for budget-conscious investors, this tool allows investments starting from NT$1,000, offering flexibility in investment dates and plans.
• • Upgraded Micro-Invest Features:
  1. Applicable for both listed and OTC stocks.
  2. Customized investment suggestions available.
  3. Multiple date selections for investments.
  4. Flexible setting for odd lot trading (during and after market hours).
  5. Big data analysis on price execution rates for investments.
  6. Featured ranking of selected stocks for investment.
• Feature Three: i-Finance Stock Lending - Users can lend idle stocks while benefiting from both interest and dividends, enhancing overall stock returns.
• • Stock Lending Advantages:
  1. Generate dual income from both interest payments and dividends.
  2. Customizable fee rates with attractive annualized returns.
  3. Flexibility in transactions enhances stock utilization rates.
  4. 24-hour application service without the need to visit a branch.
• Feature Four: i-Finance Wealth Management - Offers access to thousands of fund products catering to diverse investment needs, allowing users to select specific funds for tracking and providing extensive financial information to monitor market trends effortlessly.
• • Features of Wealth Management:
  1. Diverse fund offerings available in one platform.
  2. Comprehensive financial information readily accessible.
  3. User-defined monitoring of fund performance.
  4. User-friendly interface ensures smooth ordering process.
  5. Detailed account information presented clearly.
  6. Compatible with both smartphones and tablets for ease of use.

Aspiring for financial freedom is a lifelong dream, while effective wealth management serves as the ladder towards achieving that dream.

Please Note:

• The operating system must be Android 7.0 or above.
• The latest version of the operating system is recommended for optimal performance.