To open an RESP with HSBC InvestDirect, 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)
- Mail the application forms to HSBC InvestDirect or drop them off at your nearest HSBC branch.
Required forms:
To apply for Education Savings Incentives, find applicable forms below:
To transfer RESP account(s) from another financial institution fill out these forms: