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HSBC Invest

Secure, all-in-one platform linked to your HSBC bank account

Take control of your investments with HSBC Invest. As a global leader in banking and wealth management, our platform seamlessly integrates your trading with your day-to-day banking. It's never been easier to build and manage your portfolio.

Get up to $300 to move your investments in the right direction

Enjoy up to $100 in rebates1 on your first 5 trades, plus a $200 bonus2 with a portfolio transfer of $50,000 or more. Open an HSBC Online Share Trading Account.

T&Cs apply.

All-in-one platform

There's no more need for multiple usernames and passwords. Now you can manage your banking and your portfolio with a single sign-on.

  • Access shares, exchange traded funds (ETFs) and managed funds all in one place

  • No-fee platform – you only pay when you trade

  • Make a trade in as little as 3 clicks

  • Trade from your linked HSBC transaction account

  • Your investments are held in your name with CHESS

Complimentary research, insights & tools

Stay up to date on the latest market developments and take advantage of opportunities as they arise.

  • Trading alerts & tools such as charts and market maps

  • Unlimited stop loss and advanced conditional orders

  • Access to broker research reports

  • Get the latest market news & announcements, personalised to your watch list & portfolio

  • Upgrade option for live date feeds

Ready to start trading?

Eligibility

To use HSBC Invest you must:

  • be a resident of Australia for tax purposes
  • be 18 or older
  • have an HSBC transaction or HSBC Bonus Savings account

Already have an account with us?

If you already have an Everyday Global, Day to Day or HSBC Bonus Savings account it's quick and simple to open a linked trading account:

  • Log on to your HSBC banking app
  • Go to 'Products and Services' and choose 'Investment'
  • Follow the instructions to apply

New to HSBC Australia?

Apply online to open a linked Online Share Trading account and HSBC Bonus Savings account at the same time.

  • Have your ID (Driver License, passport) ready
  • Apply securely online in just 10 minutes

Living overseas? / Are you a non-resident?

You may still be able to open a HSBC Invest account. Please contact our customer support team on
+613 8663 2766 or via support@sharetrading.hsbc.com.au for more information.

You might also be interested in

 

Whether you are a new or experienced share trader, build your share portfolio with easy access to over 2,000 ASX listed companies, plus set up complimentary alerts and watch lists so you don't miss a trade.

 

Exchange-traded funds (ETFs) track market indexes on large cross sections of asset classes and styles, and with over 200 to choose from, they're the easy way to give yourself exposure to your market view.

 

Increase your diversification into different asset classes and new markets, with active investment strategies of leading fund managers, by investing in mFunds.

 

Looking to diversify into investment grade bonds? Enjoy online access to exchange traded corporate and government bonds.

Campaign terms and conditions

Offer 1

1. HSBC will rebate the brokerage fee of your first 5 trades executed on or before 28 February 2022, up to the maximum total rebate amount of AUD100

Offer is available to new customers who activate their HSBC Online Share Trading account by 31 January 2022 and trade between 10.00am (Sydney time) 1 December 2021 and 4.00pm (Sydney time) 28 February 2022. For the avoidance of doubt, a customer is new if at 30 November 2021 they do not currently hold a HSBC Online Share Trading account that has been activated by completing a trade. To be considered "activated" means you have executed at least one trade from your HSBC Online Share Trading account.

The brokerage fee on your first 5 trades, up to the maximum total rebate amount of AUD100, completed between 10.00am (Sydney time) 1 December 2021 and 4.00pm (Sydney time) 28 February 2022 will be paid to your linked HSBC transaction account by 18 March 2022. This Offer is not redeemable for cash and is not transferable.

Offer 2

2. HSBC will provide a single cash payment of AUD200 when you make a lump sum portfolio transfer with a minimum value of AUD50,000 into your account by 28 February 2022.

Offer is available to new or existing customers that make a lump sum portfolio transfer (via either a Broker to Broker transfer or Issuer Sponsored conversion) with a minimum value of AUD50,000, into their HSBC Online Share Trading account between 10.00am (Sydney time) 1 December 2021 and 4.00pm (Sydney time) 28 February 2022. Portfolio transfers that meet the criteria must be held within the respective HSBC Online Share Trading account at 4.00pm (Sydney time) 28 February 2022. For the avoidance of doubt;

  • The lump sum portfolio transfer of ASX listed securities must be made from another broker, or an Issuer Sponsored conversion into your HSBC Online Share Trading account. Off market transfers or transfers between HSBC Online Share Trading Accounts will not be eligible for this offer.
  • The lump sum portfolio transfer must have a minimum value of AUD50,000. Multiple transfers below AUD50,000 that total this value, will not be eligible for this offer.
  • Limit of one AUD200 cash payment per HSBC Online Share Trading account. Multiple transfers of AUD50,000 will only be eligible for a maximum cash payment of AUD200. This cash payment will only be awarded for the first lump sum portfolio transfer with a minimum value of AUD50,000.

For more information on how to transfer your portfolio visit https://www.sharetrading.hsbc.com.au/tradenow/FAQs/tradingsettlement.html

The single cash payment of AUD200 for a minimum lump sum portfolio transfer of AUD50,000 into your HSBC Online Share Trading account by 4.00pm (Sydney time) 28 February 2022, will be paid to your linked HSBC transaction account by 18 March 2022. This Offer is not transferable.

Both offers

The Offers are valid as at 1 December 2021 and subject to change. HSBC reserves the right to terminate these Offers or amend the Campaign terms and conditions at any time without notice.

Applicants must be Australian residents for taxation purposes and must be 18 years or over.

HSBC Online Share Trading terms and conditions apply unless otherwise specified here. For HSBC Online Share Trading brokerage charges visit https://www.sharetrading.hsbc.com.au/TradeNow/Fees/. All other trading and transaction account fees and charges apply. 

Other terms

HSBC Online Share Trading is a service provided by Third Party Platform Pty Ltd ("TPP") ABN 74 121 227 905 AFSL No. 314341, a wholly owned but non-guaranteed subsidiary of Bell Financial Group Ltd (ASX:BFG), at the request of HSBC Bank Australia Limited ABN 48 006 434 162 AFSL 232595 ("HSBC"). TPP is a Participant of the ASX Limited Group and a Trading Participant of Chi-X. For a copy of the terms and conditions relating to the HSBC Online Share Trading service and the Financial Services Guides for Third Party Platform Pty Ltd visit HSBC https://www.sharetrading.hsbc.com.au, or if you would like one to be sent to you contact us on 1300 782 811 or + 613 8663 2766. Neither TPP nor HSBC are representatives of each other. To the extent permitted by law, HSBC will not guarantee or otherwise support TPP’s obligations under the contracts or agreements connected with the HSBC Online Share Trading service. HSBC receives a commission from TPP for each client referral provided to TPP. TPP and HSBC does not provide investment advice in relation to HSBC Online Share Trading. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available in this brochure. HSBC does not guarantee or accept liability for any products offered by Third Party Platform Pty Ltd.

Issued by HSBC Bank Australia Limited ABN 48 006 434 162 AFSL 232595