Open a personal InvestDirect account
To open a personal HSBC InvestDirect1 account, follow the steps below:
1. Complete the Online Application (or download and complete the required forms manually) 2. Print out and sign the completed application forms 3. Provide verification of identity as outlined in the application form 4. Mail the application forms to HSBC InvestDirect or drop them off at your nearest HSBC branch. |
You will need a PDF reader such as Adobe Acrobat Reader® to download forms.
Need help?
Call toll-free 1-800-760-1180
Types of personal accounts |
Required forms |
Optional forms |
---|---|---|
|
Online application or Download application
InvestDirect to obtain the applicable addendum form.
For U.S. persons: W-9 |
To transfer funds from another financial
Agent, refer to the Forms Section.
|
Registered Education Savings Plan (RESP)
|
unavailable for RESP.
Grant (CESG):
For U.S. persons: W-9 |
To transfer RESP funds from another financial institution:
|
Types of personal accounts
|
|
---|---|
Required forms
|
Online application or Download application
InvestDirect to obtain the applicable addendum form.
For U.S. persons: W-9 |
Optional forms
|
To transfer funds from another financial
Agent, refer to the Forms Section.
|
Types of personal accounts
|
Registered Education Savings Plan (RESP)
|
Required forms
|
unavailable for RESP.
Grant (CESG):
For U.S. persons: W-9 |
Optional forms
|
To transfer RESP funds from another financial institution:
|
Open a non-personal InvestDirect account
To open a non-personal HSBC InvestDirect1 account, follow the steps below:
- Download and complete the required forms manually
- Print out and sign the completed application forms
- Provide verification of identity as outlined in the application form
- Mail the application forms to HSBC InvestDirect or drop them off at your nearest HSBC branch
You will need a PDF reader such as Adobe Acrobat Reader® to download forms.
To ensure your application is processed as quickly as possible, please complete your application form(s) clearly and accurately.
Types of non-personal accounts | Required | Optional |
---|---|---|
Corporate |
|
To transfer funds from another financial institution - Transfer Form |
Estate & Formal Trust |
For non-U.S. entity: W-8BEN-E form Additional documents required for Formal Trust:
Please contact HSBC InvestDirect for additional documents required for Estate Investment Accounts as each Estate may be different. |
To transfer funds from another financial institution - Transfer Form |
Types of non-personal accounts |
Corporate |
---|---|
Required |
|
Optional |
To transfer funds from another financial institution - Transfer Form |
Types of non-personal accounts |
Estate & Formal Trust |
Required |
For non-U.S. entity: W-8BEN-E form Additional documents required for Formal Trust:
Please contact HSBC InvestDirect for additional documents required for Estate Investment Accounts as each Estate may be different. |
Optional |
To transfer funds from another financial institution - Transfer Form |
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.
Terms and Conditions | Website User Agreement | System Information | Order Processing | Member - Canadian Investor Protection Fund | Contact HSBC InvestDirect