To open a non-personal HSBC InvestDirect account, follow the steps below: 

1. Download and complete the required forms 
2. Print out and sign the completed application forms 
3. Provide verification of identity as outlined in the application form (photo identification must be physically verified by HSBC branch personnel or HSBC InvestDirect office) 
4. Mail the application forms to HSBC InvestDirect or drop them off at your nearest HSBC branch

Required forms:

• HSBC InvestDirect Non-personal account application form 
• For non-U.S. entity: W-8BEN-E form 
• Identify additional beneficiaries (for trust account only): Beneficial Ownership Determination Form

Additional documents required for Formal Trust: 

• Formal Trust agreement (cerfified by HSBC branch personnel) 
• For Simple or Grantor Trust, please contact HSBC InvestDirect for the required IRS forms.

To transfer funds from another financial institution, you’ll have to submit Non-Registered Account Transfer form

Please contact HSBC InvestDirect for additional documents required for Estate Investment Accounts as each Estate may be different.