Step-By-Step Guide | HSBC WorldTrader app

HSBC AU
Investments
WorldTrader
Getting started

Have an eligible HSBC bank account?

If you are an HSBC Australia customer and hold an eligible transaction or savings account, you can register for online banking and open an investment account through the HSBC AU Mobile Banking app.

Get an eligible account and online banking

Open an eligible HSBC transaction or savings account and register for online banking with the HSBC Australia Mobile Banking app.

Open an investment account with the HSBC AU app

Apply for an investment account in a few taps through the HSBC AU app, which automatically checks your eligibility.

Complete your application on the HSBC WorldTrader app

Download the HSBC WorldTrader app to set up your investment account and complete the application.

Get an eligible account and online banking

To open an HSBC WorldTrader account, you'll need an eligible transaction or savings account in your name with us (joint accounts are not eligible). The easiest way to get started is to open an Everyday Global Account, but the following account types are also eligible:

Day to Day Account
Bonus Savings Account
Premier Cash Management Account

If you're new to HSBC, you'll need to open your first account with us through this website or at your nearest branch.

If you already bank with us and you've registered for online banking, you can open an account through the HSBC AU app in a few steps:

Log on to the HSBC AU app.
Select ‘Transaction accounts’ or ‘Savings and terms deposits’ as appropriate, under the ‘Discover more products’ section.
Choose your preferred account type and select 'Open account’.
Remember: joint accounts are not eligible for HSBC WorldTrader.
Confirm your details and submit your application.

To register for online banking through the HSBC AU app, you’ll need:

Your HSBC account number (the last 3 digits of the Bank-State-Branch (BSB) number and your 9-digit account number)
Your identity document number (for example, your driver's licence number or passport number)
Your mobile number

Your must enter the same ID number and mobile number you used in your account application.

When you have your information ready, follow these steps to complete your registration:

Open the HSBC AU app and select ‘Not registered for online banking?’.
Verify your account with your BSB and account number.
Create your username and password and choose a security question.
Verify your mobile device and set up your Digital Secure Key with a PIN, Touch ID or Face ID.

Download our guide to digital banking for more detailed instructions.

Scan the QR code to download HSBC Australia Mobile Banking app

Get the HSBC AU app

Download the HSBC AU app to continue.

Download the app

Open an investment account with the HSBC AU app

Follow the in-app instructions to open an investment account. We will check your eligibility for you.

Complete your application on the HSBC WorldTrader app

Get the HSBC WorldTrader app to set the preferences for your investment account and complete your application.

Check our WorldTrader Guide (PDF) and see:

How to get started on your WorldTrader application
How to download the HSBC WorldTrader app
What information you need to provide

Useful guides

Read our guides for detailed instructions on how to trade with the HSBC WorldTrader app.

How to transfer funds to your WorldTrader account (PDF) Download

Find out how to convert your funds between AUD, USD, EUR, GBP and HKD within your WorldTrader account:

How to convert between currencies on the HSBC WorldTrader app (PDF) Download

How to set up a watchlist on the HSBC WorldTrader app (PDF) Download

Getting started with HSBC WorldTrader

Have an eligible HSBC bank account?

Start investing in 3 steps

Get an eligible account and online banking

Open an investment account with the HSBC AU app

Complete your application on the HSBC WorldTrader app

Get an eligible account and online banking

Opening an eligible account

Register for online banking

Get the HSBC AU app

Open an investment account with the HSBC AU app

Complete your application on the HSBC WorldTrader app

Useful guides

Moving money to your account

Placing a trade

Converting between currencies

Setting up a watchlist

Managing recurring investment plans

You might also be interested in

HSBC WorldTrader

HSBC Premier

Everyday Global Account