Hello, please log in to Popular Edition/Professional Edition/Mobile Banking and check the current rating in Investment Management-Risk Assessment. If the assessment has never been made, the "first risk assessment" requires the cardholder to go to any counter of China Merchants Bank with a one-card and valid identity documents. Tips: ① When you go to the outlets for risk assessment on non-working days, it is recommended that you first ask whether there is a wealth management manager on duty at the counter outlets. If not, you can't handle this business; (2) If the risk assessment has been done before, but it is only overdue at present, you can re-evaluate it yourself according to the above process; ③ This kind of evaluation is common in funds and wealth management products.
If you have any questions, please open the www.cmbchina.com and click "Online Customer Service" in the upper right corner to enter the consultation.