HSBC InvestDirect Forms | HSBC Canada

Forms to update your HSBC InvestDirect Account

Make changes to your HSBC InvestDirect account by completing the appropriate form below and bringing it to an HSBC branch near you.

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

Transfer in your account from another institution

Non-Registered Account Transfer
Registered Account Transfer (excluding direct transfer from a pension plan)
Direct Transfer from a pension plan
Registered Education Savings Plan (RESP) Transfer (Form A)
Registered Education Savings Plan (RESP) Transfer (Form B)

Account updates and transaction requests

Account Update Form (update address, personal information, insider status and etc.)
Bank Account Update Form
Beneficial Ownership Determination Form (for trusts and non-personal accounts)
Book Cost Update Form
Charitable Donation
Guarantee of Account
Hypothecated Account – Direction to Transfer
Incumbency Certificate
Options Agreement (non-registered accounts)
Options Agreement (registered accounts)
Pre-Authorized Contribution/Systematic Investment Plan
Privacy Consent
Shareholder Communication Response Form
Share Certificate Deposit – North American Securities
Share Certificate Deposit – UK Securities
Securities Transfer Form (transfer between HSBC InvestDirect accounts)

Add trading authorization

Power of Attorney (British Columbia)
Power of Attorney (Ontario)
Power of Attorney (Quebec)
Power of Attorney (all other provinces/territories)
Trading Authorization

Registered account forms

Home Buyers Plan (HBP)
Registered Account Contribution Form
RESP – Canada Education Savings Grant (CESG) Application
RESP – Canada Education Savings Grant (CESG) Annex A
RESP – Canada Education Savings Grant (CESG) Annex B
RESP - Saskatchewan Advantage Grant for Education Savings (SAGES) Annex C
RESP - British Columbia Training and Education Savings Grants (BCTESG) Annex D
RRSP Deregistration Form (cash withdrawal)
RRSP Deregistration Form (security withdrawal)
TFSA Designation of Beneficiary/Successor

QI and FATCA forms (U.S. Internal Revenue Service)

W-8BEN (for individuals)
W-8BEN-E (for entities)
W-9 (for U.S. persons)

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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.

("HSBC InvestDirect") makes no guarantee, representation or warranty and accepts no responsibility or liability as to the document’s accuracy or completeness. While the reference table and sample forms may provide a convenient reference, they are not to be used as a substitute for advice from your tax advisor. HSBC does not advise clients on their tax matters or take any responsibility in respect thereof. IRS requirements can change from time to time and we strongly suggest that your form selection and form completion be made in conjunction with advice taken from your tax advisor.

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