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
Account updates and transaction requests
Add trading authorization
Registered account forms
QI and FATCA forms (U.S. Internal Revenue Service)
Addendums for “Locked-In” Money Transferred from a Pension Plan
Addendums for “Locked-In” Pension Money Transferred to a Life Income Fund
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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.