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Recurring investments

Grow your wealth consistently by putting your investment plans on autopilot with WorldTrader.

Plan and schedule your regular investments

Automate your investment contributions with WorldTrader's recurring investment feature. You can invest a fixed amount in selected shares or ETFs on a schedule of your choice. 

Why set up recurring investment plans?

Consistent contributions

Build wealth over time by executing your plans consistently with automated instructions.

Dollar-cost averaging

Invest regularly to reduce the impact of market volatility. You don't need to worry about timing the market.

Fractional share investment

Diversify your portfolio by investing in multiple shares. You can allocate just a small amount to each.

Convenience and flexibility

Set up your plans and they'll run automatically. You can also modify, pause or cancel them any time through the WorldTrader app.

Open an HSBC WorldTrader account

Find out more about WorldTrader

Access more asset classes in more markets, and enjoy competitive brokerage fees. It’s simple and secure – great for established investors or those who are looking to invest overseas.

Find out more about WorldTrader

Already an HSBC customer?

If you meet the eligibility criteria, you can apply for WorldTrader via the HSBC Australia Mobile Banking app.

For details on how to do this, see Getting started with WorldTrader.

Scan the QR code to apply.

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What you need to know

How to set up a recurring investment plan

To set up a recurring investment plan, you'll need to have:

  • An active WorldTrader account
  • Enough cleared funds in your account to cover both the amount you want to invest and the brokerage fees, before the investment date

In the HSBC WorldTrader app, or WorldTrader in HSBC Online Banking, log on and follow these steps:

  1. Select the 'Recurring investments' tab
  2. Select 'Create recurring investment'
  3. Search and select the stock you want to create a recurring investment plan for
  4. Enter the start date, amount, frequency and end date for the plan
  5. Select 'Continue', then 'Save investment'

For detailed step-by-step help, read our guides:

How to set up a recurring investment plan on the HSBC WorldTrader app (PDF)

How to modify a recurring investment plan on the HSBC WorldTrader app (PDF)

 

Important considerations

Market hours and order execution

We normally execute recurring investment orders shortly after the market opens on your chosen investment date. When the market is closed, such as on weekends or public holidays, we'll process your order on the next available trading day.

Foreign exchange rate movement

When investing in international markets, the currency exchange rates may impact your trade.

Market volatility

While dollar-cost averaging can help reduce timing risks, all investments carry market risks.

Supported exchanges and assets 

Related fees 

Frequently asked questions (FAQs)

When will my recurring investment be placed? 

Where can I see my recurring investments? 

Can the bank cancel my recurring investment plan? 

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

Exchange traded funds  

With an exchange traded fund (ETF), you can track an index of stocks, bonds, currencies or commodities, both in Australia and internationally.

Investments  

Whether you're early in your journey in investing, or a sophisticated investor who needs specialist support, we can help, wherever life takes you.

Important information 

 

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.

The information on this website is intended to provide general information of an educational nature only. This information should not be relied upon as personal financial product advice as it does not take into account your individual objectives, financial situation or needs. You should consider the appropriateness of the information to your own circumstances and seek independent legal and financial advice prior to making any investment choice. There are risks associated with any investment and this document is not intended to list all of them in respect to any particular investment opportunity. Prices, levels and indications contained in this document are illustrative only and may not represent future performance. HSBC does not warrant or represent the performance of any investment opportunity.

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