To open a non-personal HSBC InvestDirect account, follow the steps below:
- Download and complete the required forms
- Print out and sign the completed application forms
- Provide verification of identity as outlined in the application form (photo identification must be physically verified by HSBC branch personnel or HSBC InvestDirect office)
- Mail the application forms to HSBC InvestDirect or drop them off at your nearest HSBC branch
Required forms:
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.