Open a Personal Investment Account | HSBC Canada

HSBC InvestDirect - Open a personal account

HSBC InvestDirect – Apply for a personal account

To open an HSBC InvestDirect account, follow the simple steps below:

  1. Complete the Online Application (or download and complete the required forms manually)
  2. Print out and sign the completed application forms
  3. Provide verification of identity as outlined in the application form
  4. Mail the application forms to HSBC InvestDirect or drop them off at your nearest HSBC branch

You will need a PDF reader such as Adobe Acrobat Reader® to download forms.

For important information regarding the terms and conditions that apply to an HSBC InvestDirect account, please refer to the following links.

Terms and Conditions  Rates & Fees

Open an InvestDirect Account

Apply online
Types of personal accounts
  • Cash, Margin, Short Sell and Options
  • Retirement Savings Plan (RSP)
  • Spousal Retirement Savings Plan (SRSP)
  • Retirement Income Fund (RIF)
  • Spousal Retirement Income Fund (SRIF)
  • Tax-Free Savings Account (TFSA)
  • Life Income Fund (LIF)
  • Locked-In Retirement Account (LIRA)
  • Locked-In RSP (LRSP)
Online Application

Download Application
  • Registered Education Savings Plan (RESP)
  • Informal Trust Account

Download Application

Note: The Online Application is currently unavailable for RESPs and Informal Trust Accounts.

1HSBC 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.

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

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