自主投資平台投資組合整併Consolidation of Investment Portfolios on the Self-Directed Investment Platform

主旨：有關自主投資平台投資組合整併一事，函請貴校協助轉知所屬全體教職員。
說明：
- 一、自主投資平台投資組合將進行專戶架構重塑，整併為教職員儲金專戶保守型、穩健型、積極型三種型態的投資組合。
- 二、為配合中國信託商業銀行投資組合整併作業，下列時程請貴校轉全體教職員周知：
  - (一)115年7月16日至115年7月31日，各專戶庫存部位轉換預約功能暫時停止使用。
  - (二)115年7月29日至115年8月5日，自主投資平台登入功能暫時關閉。
  - (三)115年8月6日自主投資平台恢復登入功能後，教職員如有設定投資損益通知，請至自主投資平台上重新進行設定。
- 三、相關投資組合整併說明，請參閱投資組合整併說明頁面（另開新視窗）。

Subject: Regarding the consolidation of investment portfolios on the Self-Directed Investment Platform, we kindly request your institution's assistance in notifying all faculty and staff members.
Details:
1. The investment portfolios on the Self-Directed Investment Platform will undergo a restructuring of the account framework and will be consolidated into three portfolio types under the Faculty and Staff Savings Account: Conservative, Balanced, and Aggressive.
2. To facilitate the portfolio consolidation process conducted by CTBC Bank, please inform all faculty and staff of the following schedule:
  - (1) July 16, 2026, to July 31, 2026: The reservation function for transferring existing holdings between accounts will be temporarily suspended.
  - (2) July 29, 2026, to August 5, 2026: Login access to the Self-Directed Investment Platform will be temporarily unavailable.
  - (3) After login access is restored on August 6, 2026, faculty and staff who have previously set up investment profit/loss notifications will need to log in to the platform and reconfigure these notification settings.
3. For detailed information regarding the portfolio consolidation, please refer to the portfolio consolidation information page (opens in new window).

最近更新: 2026-10-16