Getting Started

Investment Tools and Investing Research to Help Your Investment Approach

HSBC InvestDirect makes getting started as quick and easy as possible. After you open your account, let our Investor Profile Questionnaire guide you to identify the most appropriate investment approach for you: for example, conservative investors may want to focus on capital preservation, while aggressive investors will typically focus on growth. The questionnaire is designed to help determine which kinds of investments you should hold based on your goals, your tolerance for risk, your time horizon, and other factors – leaving you with a blueprint to creating an investment portfolio that fits your profile and meets your objectives.

When you're ready to invest, access HSBC InvestDirect's research and investment tools to help you choose from a broad range of investments. Our asset allocation tools will help you to ensure that your portfolio is properly diversified across asset classes, industries and regions. Once your investment decisions are made, you'll find it easy to place trades and monitor your portfolio online, at any time and from anywhere. And you'll enjoy the many other features that make HSBC InvestDirect the best place for you to start your investing adventure:

• World-class research
• Investment screening tools
• Investment news
• Real-time quotes
• Real-time trading
• Market indices and information
• Portfolio tracking tools
• Electronic trade and research alerts by email or on your mobile device

You can be confident that our website is secure, and your account can be accessed only with your personal Access ID and password. When you need assistance, or want to trade in person, our Investment Representatives are available to help you. Our knowledgeable representatives will answer your questions and provide you with the best possible service. All our representatives are licensed, or in the process of obtaining licenses, from the appropriate regulatory authorities. We also provide customer service in several languages including English, French, Cantonese and Mandarin, so that you can speak to a representative in the language in which you are most comfortable speaking.