HSBC Securities Account Types

　　HSBC Securities offers a range of account types to cater to different investment needs, primarily focusing on self-directed brokerage accounts. Here are the key account types available:

• Self-Directed Brokerage Account:
• Features:
• Trade equities, ETFs, and mutual funds online.
• Commission fee of $10.99 per trade.
• No minimum account balance required.
• 24/7 access to account statements, valuations, and trade confirmations.
• Up-to-the-minute trade status reports.
• Projected cash flow tool for future investment planning.
• Eligibility: Must be an existing HSBC Bank USA Premier customer with online banking access.
• Wealth Track Account:
• Features:
• Managed investment solutions.
• Personalized support from financial professionals.
• Automated portfolio adjustments based on economic views.
• Minimum Investment: $10,000 for taxable accounts and $5,000 for retirement accounts.
• Full-Service Brokerage Account:
• Features:
• Work with a financial professional to build a custom portfolio.
• No minimum investment required.
• Personalized Support: Clients receive investment advice tailored to their needs.

　　

HSBC Securities Broker Account Opening Process

　　To open an account with HSBC Securities, follow these steps:

• Eligibility Criteria:
• Must be a full-time legal resident of the United States.
• Must be at least 18 years old.
• Must have an existing HSBC Bank USA Premier checking account.
• Required Documentation:
• Name, address, taxpayer identification number, and date of birth.
• Account information for funding the new account.
• Application Process:
• Visit the HSBC Securities website.
• Log in to your online banking account.
• Select the option to open a self-directed brokerage account.
• Complete the online application form, providing all required information.
• Submit the application and wait for approval.
• Verification:
• HSBC will conduct verification checks as part of the onboarding process.
• Additional documentation may be requested to confirm identity.
• Funding the Account:
• Once approved, fund your brokerage account using various methods, such as bank transfers.

　　For further assistance, you can contact HSBC's wealth services desk at 888.809.3802 or from outside the U.S. at 847.876.1574.