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InvestDirect

Applications and Forms

Apply for an account now. We offer two ways to open an account. You can apply by using our online application forms (only available for select accounts), or by filling out our PDF application forms.  

Apply Online:

Select one of the account types below and complete the online application either as a sole or joint applicant(s).

  • Investment Account (Cash, Margin, Foreign Currency, Option, Short)
  • Tax-Free Savings Account (TFSA)
  • Registered Retirement Savings Plan (RRSP)
  • Spousal Retirement Savings Plan (SRSP)
  • Retirement Income Fund (RIF)
  • Spousal Retirement Income Fund (SRIF)
  • Investment Account (Cash, Margin, Foreign Currency, Option, Short)
Download and Apply:

Step 1:

  • Investment Account (Cash, Margin, Foreign Currency, Option, Short)
  • Tax-Free Savings Account (TFSA)
  • Registered Retirement Savings Plan (RRSP)
  • Spousal Retirement Savings Plan (SRSP)
  • Retirement Income Fund (RIF)
  • Spousal Retirement Income Fund (SRIF)
  • Locked-In Retirement Account
  • Life Income Fund
  • Registered Education Savings Plan

Step 2:

For additional forms you may need to complete to apply for one of the below accounts, select from the following.

Other important information:

 

 

Cash, Margin, Margin with Options, Short Selling

 

1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc.
2 HSBC Premier eligibility requires you to have an active Premier chequing account and maintain a $100,000 balance in combined personal deposits and investments with HSBC Bank Canada and its subsidiaries. Monthly banking package fees may apply.
3 Available on online equity trades on North American markets. Subject to conditions. For more information on HSBC InvestDirect rates, visit www.investdirect.hsbc.ca.
4 International Equity trades made online, excluding Hong Kong, and all international trades placed on the phone qualify for the International Equities trade discount. Subject to minimum commission.

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