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Get started in 3 easy steps:
1. Choose the right investment account.
No matter what your requirements or financial goals – from trading in foreign markets to retirement planning – HSBC InvestDirect has the right online investment and trading account for you.
And there’s no minimum amount required — just an initial investment of cash or securities.
2. Complete your application.
Choose the most convenient way to apply.
- Download forms to open any account. You will need a PDF reader such as Adobe Acrobat Reader® to download forms.
- Request for an account opening kit by mail.
To open a personal account, you must:
- Be a Canadian resident.
- Be of the age of majority in your province of residence.
3. Submit your application.
Before you submit, here is a list of items which must accompany your submission:
- All application forms are completed and signed.
- A pre-printed cheque for $10 drawn on a Canadian Financial institution from the personal account(s) of both the Applicant and Co-Applicant. The $10 will be deposited as a contribution into your HSBC InvestDirect account and is not a fee.
- A photocopy of the identification1 of both the Applicant and Co-Applicant, or any other individual with authority over the account.
- All account applicants (except non-U.S. citizens signing up for registered accounts) must complete a U.S. Internal Revenue Service document so HSBC InvestDirect can apply the correct withholding tax on investment income from U.S. sources. This can include dividend and interest income.
Submit your completed application forms by mail, or at your local HSBC Bank Canada Branch.
Important:
HSBC InvestDirect may conduct a Credit Bureau report which will be used to help us determine your eligibility for the requested account and to comply with legal and regulatory requirements where applicable.
1 Original identification documents must be verified in person by a qualified representative of an HSBC company.
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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