Top of main content

How to switch your portfolio to HSBC WorldTrader

Our step-by-step guide shows you how to transfer your existing HSBC Invest holdings to your new HSBC WorldTrader investment account.

It's quick and easy to switch to WorldTrader

On this page, you'll find everything you need to know about switching your HSBC Invest portfolio to WorldTrader, with clear instructions at every step.

Take me straight to

Before you begin

Before you begin, you'll need to make sure the holdings you want to transfer are not restricted and are available to be transferred. If you have open orders or a pending corporate action you've participated in, you'll need to cancel the order or wait until the corporate action is finalised before you can successfully transfer your holdings. 

Currently, you can only transfer assets from individual HSBC Invest accounts. Transfers from HSBC Invest to HSBC WorldTrader from joint, company and trust holdings will be available soon.

You’ll need to have an open HSBC WorldTrader account before you can transfer your portfolio.

Switching your portfolio

These steps are also available as a PDF for you to download or print:

Step 1: Download the Asset Transfer Form (PDF)

Please note:
  • If you have multiple accounts, you'll need to complete a separate form for each one
  • Asset transfers are currently only available for individual accounts (not joint accounts)

Step 2: Provide your HSBC WorldTrader account details

To find your U number, open the HSBC WorldTrader app. From the 'Home' tab, select the profile icon. Note down your unique U number (example: U12345678) from your profile details.

Step 3: Enter your HSBC Invest account details

  • Enter the name of your registered account with HSBC Invest, HSBC account number and your address on record
  • You can find this information under 'Account details' after logging in to the HSBC Invest portal
  • Your HSBC WorldTrader account registration details must exactly match the details you have with HSBC Invest to allow the transfer

Step 4: Select your transfer option

Under the heading 'Please select one option', tick one box as follows:
  • To transfer all of your holdings, tick the first box and proceed to Step 6
  • To transfer specific holdings only, tick the second box and proceed to Step 5

Step 5: Provide details for the holdings you are transferring

  • Enter the symbol, asset description, quantity and ISIN (where applicable)
  • If you need more space, attach a document with the details of the holdings

Step 6: Sign, date and return your completed form

Provide a handwritten signature at the bottom of the form, and date it. Scan the completed form and return it by email to hsbcinvest@hsbc.com.au. Alternatively, you can mail the hard copy to: Attention: HSBC WorldTrader, GPO Box 5302, Sydney, NSW 2000.

What happens next?

Once you've submitted the Asset Transfer form, we'll complete your request to transfer your HSBC Invest holdings to HSBC WorldTrader. If we need any more information, we'll contact you directly.

Frequently asked questions (FAQs)

I have multiple accounts. Can I transfer them all using one form? 

What happens if my account registration details for HSBC Invest and HSBC WorldTrader do not match? 

What if my shares are held at a share registry? 

Are there any restrictions on the type of shares that can be transferred? 

What should I do if I need more space on the transfer form to list all the assets I want to transfer? 

What should I do if I receive assets in restricted form? 

Why was my position transfer rejected? 

Will I still have access to my HSBC Invest account and reports once I've transferred my portfolio? 

Who provides the execution and custody services for HSBC WorldTrader? 

Where can I find out more about HSBC WorldTrader fees and charges? 

Find out more about WorldTrader

Visit our WorldTrader pages for everything you need to know about WorldTrader, including how to apply.

Find out more about WorldTrader

You might be interested in

HSBC WorldTrader  

Access more asset classes in more markets, and enjoy competitive brokerage fees. Buy Australian stocks and ETFs from as little as AUD9.90, and US stocks and ETFs from USD10.

Getting started with HSBC WorldTrader  

Follow this step-by-step guide to get ready to trade with the HSBC WorldTrader app.

International shares  

Tap into global growth potential and diversify your portfolio by investing in renowned and innovative companies in more than 30 markets around the globe.

Important information

Disclaimer 

HSBC WorldTrader is a service provided by Interactive Brokers Australia Pty Limited ABN 98 166 929 568 and AFSL 453554 ("IBA"), at the request of HSBC Bank Australia Limited ABN 48 006 434 162 AFSL 232595 ("HSBC"). IBA is a participant of the markets operated by ASX, ASX 24 and Cboe Australia and of the clearing facilities operated by ASX Clear and ASX Clear (Futures).

You should read the HSBC Financial Services Guide (FSG) and IBA FSG, which provide you with information on the services HSBC and IBA can provide. You can access the HSBC FSG (PDF) and the IBA FSG (PDF) here.

All submitted orders will be executed by IBA, acting in their capacity as your broker. All holdings within your HSBC WorldTrader Account will be held by IBA, acting in their capacity as your custodian. All trades on ASX stocks, bonds, ETFs and other ETPs are executed by IBA, acting in their capacity as your broker. These assets will be held on your behalf by IBA, acting in their capacity as your custodian and Interactive Brokers LLC is the legal owner. However, you retain the beneficial ownership of all assets in your account. This is different to a HIN account where you hold the assets directly in your name via a registered client holdings CHESS Broker Sponsored Account. Please refer to IBA’s terms and conditions (PDF) relating to their services.

Neither IBA nor HSBC are representatives of each other. To the extent permitted by law, HSBC will not guarantee or otherwise support IBA’s obligations under the contracts or agreements connected with the HSBC WorldTrader service.

HSBC does not provide investment advice in relation to the WorldTrader service. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on this website. HSBC does not guarantee or accept liability for any products offered by IBA. 

HSBC WorldTrader is designed for use in Australia. The products and services represented within them are intended for Australian customers.

If you are outside of Australia, we may not be authorised to offer or provide you with the products and services available through HSBC WorldTrader in the country or territory you are located or reside in.

HSBC WorldTrader is not intended for distribution, download or use by any person in any jurisdiction, country or territory where the distribution, download or use of this material is restricted and would not be permitted by law or regulation.

Back to top