HSBC Securities Account Types

　　HSBC Securities offers various account types tailored to different investment needs. The primary account types include:

• 　　Self-Directed Brokerage Account: This account allows investors to trade equities, ETFs, and mutual funds at a lower cost. There is no minimum account balance required, and trades are charged at a fee of $10.99 per transaction.

• 　　Managed Advisory Accounts: For clients with substantial assets, these accounts provide professional management and tailored asset allocation solutions.

• 　　Full-Service Brokerage Account: This account allows clients to work with a financial professional to build a custom portfolio, with no minimum investment required.

• 　　Corporate Accounts: Designed for entrepreneurs and small business owners, these accounts help manage business income and invest in a variety of products.

• 　　Estate & Trust Accounts: These accounts are established to protect wealth and facilitate wealth distribution to heirs.

  　　

　　

HSBC Broker Account Opening Process

　　To open a broker account with HSBC Securities, follow these steps:

• 　　Eligibility Requirements: You must be an existing HSBC Bank Premier customer with online banking access. You need to be a full-time legal resident of the U.S. and not a resident of any other country.

• 　　Application Process:

• Log into your HSBC online banking account.
• Navigate to the investment account section and select "Open a Self-Directed Brokerage Account."
• Fill out the application form, providing necessary personal information and proof of identity.
• Submit the application for review.

• 　　Verification: HSBC will conduct verification checks as part of the onboarding process. They may contact you for additional information if necessary.

• 　　Funding Your Account: Once approved, you can fund your account using various methods, including bank transfers and direct deposits.

• 　　Start Trading: After funding your account, you can begin trading stocks, ETFs, and mutual funds through the trading platform.

　　For more specific details about fees and account management, please refer to the HSBC Securities commission and fee schedule.