Self Directed Investing, Online Options Trading | HSBC Canada

HSBC InvestDirect - Self-Directed Online Investing Services

Experience the difference – #1 in client service.

Watch Video

Diversify your portfolio globally with HSBC InvestDirect.

Watch Video

With a track record of outstanding service and innovation, depend on HSBC InvestDirect1 for instant online access to all major North American and 4 major international stock exchanges – and telephone access to more than 30 global markets.

HSBC Advance Newcomers Program SIMPLIFIED EVERYDAY BANKING PREFERENTIAL RATES INTERNATIONAL SERVICES SPECIAL ELIGIBILITY

WHY CHOOSE
HSBC INVESTDIRECT?

GLOBAL REACH

ONLINE TRADES
FROM $6.88

ONLINE OR
TELEPHONE TRADES

AWARD-WINNING
CLIENT SERVICE

Full details
Key features and benefits
  • Experience award-winning client service -  winner of  the prestigious 2013 and 2012 DALBAR Direct Brokerage Service Award
  • Personal trading opportunities with unparalleled global reach
  • Access to industry-leading investment tools and world-class research to manage your portfolio
  • One-stop shop access to a wide range of investment choices and account types
  • Receive preferential pricing starting at $6.882 for online trading on North American markets, and a flat rate of HK$2883 for online orders on the Hong Kong Exchange
Additional details
  • Benefit from HSBC expertise as the first bank in Canada to offer online investing
  • Access more than 30 markets, online or by telephone
  • Enjoy a unique integrated banking and investing experience with all-inclusive global banking and preferential pricing
Next steps

Full details

Apply

Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

HSBC INVESTDIRECT PRODUCTS & SERVICES

SELECTION OF INVESTMENT OPTIONS

PREFERRED CLIENT PROGRAMS

SCHEDULED INVESTMENT PLANS

NEW ISSUES

Full details
Key features and benefits
  • Opportunity to invest in Equities and ETFs, Options, Mutual Funds, Fixed Income products, GICs and New Issues (IPOs)
  • Receive preferred commissions and interest rates as an HSBC Premier4 or HSBC Advance5 client, or as a high-volume trader
  • Immediate access to global market trading information and resources online and by telephone
Additional details
  • Choose from over 4,000 commission-free mutual funds and a dynamic variety of local and global investments
  • Select GICs from 20 Canadian financial institutions at competitive rates with CDIC coverage
  • Make investing easier when you invest a set amount on a regular basis through a Systematic Investment Plan
  • Enjoy fast and convenient reporting with eDocuments
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

HSBC INVESTDIRECT RESOURCES

TOOLS AND CALCULATORS

QUICK QUOTES

ONLINE RESEARCH

Full details
Key features and benefits
  • Analyze markets and identify investment trends with industry-leading investment tools
  • Discover mutual funds and stocks that meet your investment goals with custom search tools
  • Keep up-to-date on stock prices with real-time stock quotes
  • Calculate your retirement income needs
  • Be ready to make investment moves at any time, with trade status, research or technical event alerts sent to you automatically by email
Additional details
  • Monthly newsletter and market commentary
  • Over 2,000 Canadian and 9,000 U.S. company profiles available
  • Expansive glossary of investment terms
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

INVESTMENT ACCOUNT TYPES

CASH AND MARGIN ACCOUNTS

REGISTERED ACCOUNTS

ESTATE & TRUST FUNDS

Full details
Key features and benefits
  • Set up accounts for all the ways you want to invest – cash, foreign currency, margin, margin with options, short selling and in-trust
  • Invest in registered products, and help manage your family’s saving and retirement needs – RESP, RRSP, RRIF, LIRA, LRSP, LIF, LRIF
  • Be prepared for investment opportunities for your unallocated business funds, manage your estate for future heirs, or gain an advantage with pooled funds when you set up a group investment account
Additional details
  • All accounts come with an HSBC Security Guarantee, so you can securely access your online trading accounts with peace of mind
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

RATES & COMMISSIONS

COMPETITIVE NORTH AMERICAN & GLOBAL TRADING RATES

PREFERRED CLIENT DISCOUNTS

Full details
Key features and benefits
  • Benefit from preferred pricing on North American markets, with commission rates as low as $6.882
  • Take advantage of discounted international telephone trades, up to 20%6
  • Trade online on the Hong Kong Stock Exchange for a flat rate of HK$2883
  • Receive preferential interest rates on debit and margin balances as an HSBC Premier4 or HSBC Advance5 client, or as a high-balance or high-volume trader
Additional details
  • Over 4,000 commission-free mutual funds available
  • Online orders include market and limit orders, on-stop orders and short sell
Need help?

Within Canada,
call toll-free
1-800-760-1180

Outside Canada, call toll-free with an
International Access Code

Find a branch

Send an email

 

* Terms and conditions apply

About DALBAR Inc.:
As the world's premier financial services strategy and operations research firm, DALBAR Inc. helps leading enterprises develop, build, and operate strong businesses that deliver sustained shareholder value growth. DALBAR's proprietary business design techniques, combined with its specialized industry knowledge and behavioural research expertise, enable companies to anticipate changes in customer priorities and the competitive environment, and then design their businesses and improve operations to seize opportunities created by those changes. The firm serves clients in the Americas and Europe.
** The annual DALBAR Direct Brokerage Service Award rankings are based on evaluations of telephone and email service made over the calendar year, measuring a company's quality of performance in product knowledge, professionalism and their ability to provide value-added service.

1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a member of the Canadian Investor Protection Fund.

2 Available on online equity trades on North American markets. Subject to conditions.

3 The HK$288 commission applies for online trades between HK$0-1,999,999. For online trades HK$2,000,000 & over, 0.10% commission applies. See Global Trading Commissions for more details.

4 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.

5 HSBC Advance is comprised of four products – HSBC Advance Chequing account, High Rate Savings Account (CAD), HSBC Advance MasterCard® and a personal line of credit. The HSBC Advance Chequing, MasterCard and personal line of credit are subject to credit adjudication and approval. You are eligible for HSBC Advance if you have a Total Relationship Balance (TRB) of $25,000 or more and/or a Total Mortgage Balance (TMB) of $150,000 or more. For more information about the eligibility criteria, the monthly fee and other fees, please refer to our Personal Service Charges Statement of Disclosure. HSBC Advance customers must also have a HSBC Advance Chequing Account (CAD). The monthly fee will be charged to your HSBC Advance Chequing Account (CAD) if you do not meet the eligibility criteria or fall within the following grace periods. A new HSBC Advance customer has 3 months from the date they open an account to meet the eligibility criteria. HSBC Advance customers under the Advance Newcomer program (for landed immigrants, foreign workers or new residents of Canada within the past three years) have 6 months from the date they open an account to meet the eligibility criteria. Transaction fees apply to HSBC Advance MasterCard (visit www.hsbc.ca for full MasterCard rates and fees). Transaction and other fees apply to the High Rate Savings Account and other banking services not included in HSBC Advance (refer to the Personal Service Charges Statement of Disclosure at www.hsbc.ca/servicecharge).

®MasterCard is a registered trademark of MasterCard International Incorporated. Used pursuant to license.

6 All international trades placed on the phone qualify for the International Equities trade discount. Subject to minimum commission.

Terms and Conditions | Website User Agreement | System Information | Order Processing | Member - Canadian Investor Protection Fund | Contact HSBC InvestDirect

 

Access a world of opportunites at HSBC

Learn how your investment balances at HSBC can lead to preferred client privileges.

HSBC Premier
HSBC Advance