Start Your Phillip Investment Journey

Choose between two simple account opening options to kick‑start your investment journey. You can complete the process fully online, or you can fill in an E-form online and visit our branch for face-to-face certification.

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* Approval time may vary depending on individual circumstances.

Account Opening Methods

Whether you prefer a fully online experience or in‑person support at our branches, you can open your account with ease.

Fully Online Account Opening

Complete the entire process without visiting a branch. Simply submit your details via mobile or desktop and apply anytime, 24/7.

Available to Hong Kong and overseas clients
Online document upload and identity verification
Approval and trading activation as fast as the same day

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Online Form + Face‑to‑Face Verification

Pre‑fill your personal and financial information online, then simply bring your ID to any branch to complete face‑to‑face verification, no appointment required.

Ideal if you prefer in‑person explanation from our staff
No need to transfer HK$10,000 at the time of application
Enquire about other investment services on the spot

Fill in Form Online View Branch Addresses

Welcome Offers & Fee Discounts

Account Opening Welcome Offer

New clients who successfully open an account can receive e‑coupons worth around HK$28,000, covering Hong Kong stocks, global equities, futures, options, funds, bonds and margin interest, helping you lower your overall investment cost.

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The More You Trade, The More You Save

For new Hong Kong stock clients, when you buy the same stock / ETF / warrant / CBBC on the same day, all buy orders in that stock are capped at HK$50 commission per day, allowing you to accumulate positions in tranches or place larger orders cost‑effectively.

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Enjoy around HK$28,000 in e‑coupons and capped commission when you trade more, helping you reduce your total trading cost.

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Account Opening Steps & Documents

Prepare a few simple documents and follow five clear steps to open your account, either fully online or with face‑to‑face verification.

1. Complete your personal details via mobile or desktop

2. Read and understand the Risk Disclosure Statement

3. Upload identity and address proof documents

4. Choose your account opening method (online or face‑to‑face)

Online Account Opening

You must hold a Hong Kong or overseas bank account and transfer at least HK$10,000 from the registered bank account for verification.

● Faster Payment System (FPS)
● Standard online bank transfer

Online Form + Face‑to‑Face Verification

Complete the form online and select “Face‑to‑face Account Opening”, then bring your ID to a Phillip office to complete verification.

● No need to transfer HK$10,000 at the time of account opening
● In‑branch process takes around 10 minutes

5. Start trading once your application is approved

Document Preparation Guide

Not sure what to prepare? Follow this checklist before you apply.

Required Documents

Before opening an account, please prepare:

Identity document (e.g. HKID or passport)
Proof of address issued within the last 3 months
Personal bank account number or statement

Full Account Opening Notes

Tutorial Videos

Watch our step‑by‑step tutorials before you apply:

Frequently Asked Questions

Here are the most common questions about account opening. For a full list of FAQs, please view full account opening FAQ >

We provide both online and offline account opening options. Online opening does not require visiting a branch—just provide the required information (e.g., ID proof, address proof, initial deposit proof) to complete; offline requires visiting our head office or branches.

You must prepare electronic copies of the account holder's identity document (e.g., Hong Kong ID card or passport) and proof of residential and correspondence address issued within the last three months (P.O. Box addresses not accepted). All documents must clearly show the name and relevant details.

You must successfully transfer an initial deposit of not less than HKD 10,000 from your designated bank account (held in your name at a licensed Hong Kong bank) to Phillip Hong Kong's bank account. All future fund transfers must be made via this verified designated bank account.

Overseas persons can apply for online account opening as long as they have a bank account opened with a licensed Hong Kong bank and provide valid identity documents and proof of address.

We do not currently accept account opening applications from US citizens or US permanent residents (green card holders). We apologize for any inconvenience.

Yes. For FPS transfers, enter your phone number registered with us during account opening in the remark field ("Message to payee" / "Recipient reference")—do not add other info. Phillip's FPS receiving number is 96908828, payee name: "Phillip Securities (Hong Kong) Ltd". .

After account activation, use your account number (not phone) in remarks for transfers. Third-party deposits not accepted

For more details on account opening arrangements and terms, please refer to the full FAQ page.
View full account opening FAQ

Begin Your Investment Journey with Phillip

Open your account online in just five simple steps and start enjoying exclusive welcome offers and multi‑market trading opportunities.

Open an Account Now

Start Your Phillip Investment Journey

Account Opening Methods

Fully Online Account Opening

Online Form + Face‑to‑Face Verification

Welcome Offers & Fee Discounts

Account Opening Welcome Offer

The More You Trade, The More You Save

Account Opening Steps & Documents

Document Preparation Guide

Required Documents

Tutorial Videos

Frequently Asked Questions

Begin Your Investment Journey with Phillip

Contact Us

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Investor Notes