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Open Account

Account Opening
- How do I open an account with moomoo？
- How to add another account
- Account types available
- What documents do I need to open an account？
- Requirements for valid account documents
- What is a valid proof of address
- Who can open an account at Moomoo Financial Inc.？
- How long does it take to open an account？
- Can I open an account without a social security number (SSN)？
- Universal Account
- Account Upgrade

Account Information
- How to update my account information
- How to upload documents through the Secure File Upload portal

Account Assets
- P&L Introduction
  - Market Value Calculation
  - Today's P&L
  - Today's P&L %
  - Why is my Today's P/L under Net Assets on the Account Details page showing 0 or inconsistent with what I expected？
  - Option strategy
  - Options position Greeks
- Asset Analysis
  - Cost Basis Methods
  - Asset Analysis
  - P&L Calendar
  - Rate of Return
- P/L Analysis
  - P/L Analysis Page
  - Realized P/L
  - Initial Public Offering Profit and Loss (IPO P/L)
- Assets in Transit
  - Assets in Transit

Account Security
- Change your trading password
- Has the enabled token application been deleted or reinstalled
- What about dynamic code errors？
- How to use moomoo token？
- How to make my account more secure？
- How to manage your devices?

Other Questions
- FAQ about Login
- What is a Trusted Contact Person?
- Can I access my data after I close my account?
- How to close my account?
- Large Trader Reporting

How to upload documents through the Secure File Upload portal

Moomoo may require you to provide certain documents to ensure that your account information is up to date. Here are the steps to upload documents through the Secure File

Upload portal:

1. Check your email for a message from moomoo that contains a link to the Secure File Upload portal and the requirements for the documents you need to provide.

2. Once you have prepared the documents, click on the link to go to the Secure File Upload portal. If you are not logged into moomoo, you will be redirected to the login page.

3. Upload the documents as instructed.

4. Reply to our email to confirm that you have uploaded the documents so that we can begin the review process. If possible, attach a reference number to help us locate the uploaded documents.

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