HSBC Bank broker Accounts

HSBC Securities Account Types

HSBC Securities offers a Self-Directed Brokerage Account, allowing investors to take control of their portfolios by trading stocks, ETFs, and mutual funds. This account type features a low commission fee of $10.99 per trade and requires no minimum account balance. Investors can access a user-friendly dashboard for trading and monitoring their investments, with 24/7 access to account statements and trade confirmations. Additionally, HSBC Securities provides tools for projected cash flow and the ability to export activity for tax preparation.

HSBC Broker Account Opening Process

To open a Self-Directed Brokerage Account with HSBC Securities, you must meet the following criteria:

• Eligibility:
• You must have a qualifying HSBC Bank USA Premier relationship, which includes:
• An existing or new HSBC Bank Premier Checking Account.
• One of the following:
• Balances of $100,000 in qualifying deposit and investment accounts.
• Monthly recurring direct deposits totaling at least $5,000.
• An HSBC U.S. residential mortgage loan serviced by HSBC.
• You must be 18 years of age or older and a full-time legal resident of the United States.
• Application Process:
• Apply online through the HSBC Securities platform.
• Ensure you are not physically located outside the United States during the application process.
• Provide your current U.S. residential address and account information for funding your new account.
• Verification:
• HSBC will verify your identity by requesting your name, address, taxpayer identification number, and other identifying documents.

For further assistance, you can contact HSBC customer service at 888-809-3802 or 847-876-1574 for international inquiries.

For more details, visit HSBC Securities Self-Directed Brokerage.