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InvestDirect

Investment Account Types

HSBC InvestDirect offers you a full range of account types to suit your investment needs. Click to learn more, or, call our HSBC InvestDirect Client Service Centre for service in English, French, Cantonese, or Mandarin. 

Non-personal Accounts: Corporate Accounts, Estate and Trust Accounts, Investment Club Accounts

 

Corporate Accounts

If you're an entrepreneur or small business owner, put the cash your business generates to work with a corporate investment account.

Ease your cash flow by transferring funds and settling trades by directly linking your corporate account with your InvestDirect account.

Maintain your liquid assets and add investment income to your bottom line.
bullet Open a Corporate Investment Account now.

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Estate & Trust Accounts

HSBC InvestDirect Estate and Trust accounts offer creative responses to complex situations, such as:

  • Providing financial security for your spouse, children, or grandchildren. Set up a trust to build wealth that will eventually be available to the family members you choose.
  • Ensuring that your estate provides long-term benefits to your family and other beneficiaries. Use Estate and Trust accounts to distribute wealth to your heirs over time, rather than immediately upon your death.
  • Potentially reducing income taxes that will be paid when you transfer assets while you’re alive, or after your death.
  • Facilitating the sale or transfer of a family business. Make the transaction easier, and provide potential tax benefits, using Estate and Trust accounts.

When you open Estate and Trust accounts with HSBC InvestDirect, you have access to a wide variety of investments, including mutual funds, fixed income investments, and equities.

Protect your wealth today and build wealth for future generations.
bullet Open an Estate or Trust Account now.

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Investment Club Accounts

An investment club is a group of people who have joined together formally to pool their money and invest together as a group. It’s a fun way to learn how to invest in securities.

HSBC InvestDirect gives investment clubs the tools they need to make investments on members’ behalf. Structure your investment club account as a joint account owned by all club members. Members then contribute to the account and the funds are immediately available when it’s time to invest in securities.

Put investment club member funds to work right away.
bullet Open an Investment Club Account now.

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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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