Open an Investment Account

Our online trading service offers you with a wide range of investment options, like stocks, bonds, funds and structured products. Eligible HSBC customers¹ who aged 18 or above living in Hong Kong can open an investment account in just 6 steps with the HSBC HK App.

  • Invest anywhere, anytime – with no need to visit a branch Invest anywhere, anytime – with no need to visit a branch
  • See your investments in one place with our wealth dashboard See your investments in one place with our wealth dashboard
  • Enjoy the peace of mind of using our award-winning platform Enjoy the peace of mind of using our award-winning platform
Step 1 Open an Investment Account

How to open your investment account

How to open your investment account

Step 1: Log on to the HSBC HK App and open the 'Investment' tab. Choose 'Check my eligibility' to see if you can open an account

How to open your investment account

Step 2: Click 'Get started' if you are eligible for investment account opening

How to open your investment account

Step 3: Review your details and click 'Continue'

How to open your investment account

Step 4: You may be requested to provide a proof of address and/or a consent form from your employer if you work in a financial institution

How to open your investment account

Step 5: Take our short questionnaire to determine your financial knowledge

How to open your investment account

Step 6: Review our terms and conditions then submit your application

How to open your investment account

Your application is done!

Once you've opened your account, take our Risk Profiling Questionnaire to find the investment products that suit your needs. You can complete it on our HSBC HK App

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Video playlist

The following videos may redirect you to an external website. Please be aware that the external site's policies will differ from our website terms and conditions and privacy policy.

Asia ESG bonds: where performance meets purpose | HSBC Asset Management

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HSBC RMB Money Market Strategy: Diversified solution in liquidity management | HSBC Asset Management

Get your financial needs in the GBA sorted with HSBC – Series 3 | HSBC GBA Encyclopaedia (English subtitles)

Invest against interest rate hikes and inflation | HSBC Asset Management (In Cantonese)

Tips for foreign currency exchange | HSBC GBA Livestream (In Cantonese)

HSBC fulfills your GBA banking needs - Series 1 | HSBC GBA Encyclopedia (In Cantonese)

New opportunities for ESG investments | Investment Chat Room (In Cantonese)

The new trend of investment: ESG can help create a win-win situation? | Investment Chat Room (In Cantonese)

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Does market recovery implies the beginning of tapering measures? | Investment Chat Room (In Cantonese)

An insightful read of the GBA's opportunities | HSBC GBA Livestream (In Mandarin)

Remarks
  1. To open an investment account via mobile banking, you must:
    • - have an integrated account with HSBC
    • - be aged 18 or above, and live in Hong Kong
  • • The information shown in this website is neither a recommendation, an offer, nor a solicitation for any investment product or service. Investment involves risk. You should carefully consider whether any investment product or service mentioned herein is appropriate for you in view of your personal circumstances. Past performance is no guide to future performance. Investors should refer to the individual product explanatory memorandum or offering document for further details and risks involved. The price of investment products may move up or down. Losses may be incurred as well as profits made as a result of buying and selling investment products.
  • • The information contained on this website is intended for Hong Kong residents only and should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction, in particular the United States of America.
  • • The contents of this page have not been reviewed by the Securities and Futures Commission.

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