[Account Inventory Management]
Quickly and accurately grasp the fund inventory overview, and completely check the reference market value, reference profit and loss, total investment amount, and the number of units held and investment returns of each fund in hand. If you do a good job in inventory management, you can trust Yuanta Mr. Fund APP.
[Historical Detail Inquiry]
Provides real-time fund account transaction records, clearly tracking the details and current status of each transaction that has been completed, in progress, etc.; in addition, your dividend distribution details are displayed one by one at a glance. Mr. Yuanta Fund APP also provides exclusive Investors who have participated in Yuanta ETF dividend distribution can directly check the relevant records of participating in Yuanta ETF dividend distribution in the past on the APP, which is more helpful for investors to understand their investment status and asset allocation.
[Search for popular funds and ETFs]
Enter keywords or select search conditions to quickly find the product information you want. Mr. Yuanta Funds APP provides important information such as the latest net value, performance, shareholding proportion, investment area and industry allocation of funds and ETFs. You can also compare funds and ETFs to quickly find the ideal fund in your mind.
[Buy Funds Easily]
With three simple steps, you can easily complete fund transactions such as single fund subscription, regular fixed quota, buy back or transfer subscription, etc. In addition to launching fee-free promotions from time to time, you can also flexibly change the deduction date and amount. , and through advanced settings such as automatic addition and subtraction and profit and loss exit, the Mr. Yuanta Fund APP can automatically adjust your investment proportion according to market conditions, making investment and financial management easier.
[Personalized Service]
Mr. Yuanta Fund APP creates personalized services, including basic information modification, fund statement sending, successful transaction returns, net value price notification and other real-time information that investors care about, so as to keep an eye on fund trends at any time; It also provides market trend research reports and audio-visual services, provides popular investment topics and selected investment targets, and fully meets your various needs in fund management.
---------------
Personal information items collected by our company include but are not limited to: name, ID card number, address, phone number, email address, password or other relevant necessary information. In addition, the Company may also retain relevant records generated by the server when you browse or query online, including but not limited to the IP address of the connecting device you use, the browser you use, the time of use, and the browsing time. and click on data records, etc.
For more details about the company's data collection, storage and protection of personal data, please read the "Privacy Protection Statement of Yuanta Financial Holdings Co., Ltd. and Subsidiaries".
When you download and use this application, you are deemed to have read, understood and agreed to accept our company's privacy statement and the above related instructions.
[To ensure you have the best experience, it is recommended that you upgrade your operating system to the latest version to strengthen security protection. 】
