With an aim to meet the growing demands for wealth management from customers, the IB Customer Service Center (95561) recently introduced a new manual service based on wealth management information and agent transaction known as “Easy Wealth Management”. Inheriting IB Customer Service Center's philosophy of “Sincere Service & Easy Wealth Management”, this new initiative is designed to be a service-oriented banking product with a strong contemporary feel.

At present the scope of Easy Wealth Management covers easy wealth management contract, fund transactions (account opening and fund buying, subscribing, redeeming, order cancelling as well as information inquiry such as statement of account and fund account status) and treasury bond subscription. By dialing “95561 – 8 (Manual Service) – 6 (Easy Wealth Management)”, customers may get more information on banking products from service representatives before making buying decisions. After confirming the caller's personal information, the service representative at IB Customer Service Center (95561) will input transaction commands as per the customer's requirements and shift to IVR (Interactive Voice Response), which will guide the customer to confirm transaction command and verify password. After these steps are finished, the service representative will submit and complete the desired transaction. Once the transaction is successfully completed, the system will send an SMS notice to the cell phone number registered by the customer.