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.

Trade for as low as $6.88

Security guarantee

Call us at 1-800-760-1180
Email us at investdirect@hsbc.ca

To open a Non-Personal Account, select from the following:

Corporate & Partnership
Estate & Trust
Investment Club

Other important information:

Corporate and Partnership Accounts

Download and complete forms:
You will need: Corporate Form Incumbency Certificate For non-U.S. persons: (W-8BEN Form) For U.S. persons: (W-9 Form) Beneficial Ownership Determination Form Guarantee of Account Form	You may need: Transfer Form

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Estate & Trust Accounts

Download and complete forms:
You will need: Corporate Form For non-U.S. persons: (W-8BEN Form) For U.S. persons: (W-9 Form)	You may need: Transfer Form*

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Investment Club Accounts

Download and complete forms:
You will need: Corporate Form Investment Club Form For non-U.S. persons: (W-8BEN Form) For U.S. persons: (W-9 Form) Beneficial Ownership Determination Form Guarantee of Account Form	You may need: Transfer Form

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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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