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EasyView - Frequently Asked Questions (FAQs)



What is EasyView?

What is HSBC's EasyView service?

EasyView brings together virtually all your online accounts in one place to give you a consolidated view of your financial status. With EasyView, you can view your HSBC accounts as well as accounts you have from other financial institutions, credit card companies, investment firms, online shopping sources, travel information, news sources, email and more. EasyView offers several Personal Financial Management tools. You can view transactions, balances, set up alerts and payment reminders, group your account types, generate spending and expense reports, and calculate net worth for all your assets ––– all in one place, all for your convenience.

How is EasyView different from Personal Internet Banking?

HSBC's Personal Internet Banking service brings all your HSBC accounts together so you can view your balances, pay bills, view statements, transfer funds and manage your accounts. EasyView is an extension of Personal Internet Banking which allows you to manage your HSBC and non-HSBC accounts in one place to help you gain greater control of your total overall finances. EasyView is available to all HSBC customers who are registered for the Personal Internet Banking and Bill Pay services.

How accurate and current is the information presented through EasyView?

EasyView uses state-of-the-art technology to provide the most updated information about your accounts. Bear in mind that while EasyView does offer greater convenience for your account review, HSBC cannot control the accuracy or timeliness of the information gathered from other websites. Any discrepancies in the information should be discussed directly with your primary account provider.

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Signing Up


How do I register for the service?

If you are already a Personal Internet Banking and Bill Pay customer, just log on to your service as usual, select "EasyView" from the left menu to register for the service, then click "Sign-up," or learn more about the service at HSBC's EasyView web page. When you register for EasyView, you will be asked to create a User ID and a Password to use each time you log in to the service.

Is there a cost for the EasyView service?

EasyView is available exclusively to all HSBC's Personal Internet Banking Bill Pay customers at no additional cost, and is available 24 hours a day for your convenience.

Do I need to download software to use EasyView?

No special software is needed. If you are a Personal Internet Banking Bill Pay customer, simply log in to Personal Internet Banking and select "EasyView" from the main menu, then "Sign-Up." If you are not yet a Personal Internet Banking and Bill Pay customer, visit us.hsbc.com, click "Sign-Up" below Personal Internet Banking.

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Logging In

How do I log on to the EasyView service?

You can visit HSBC's website at us.hsbc.com, select "EasyView" from the "Other Services" drop down menu then "Log On." Or, you can access EasyView from the main menu from within Personal Internet Banking. In the event that you forget your EasyView User ID and / or Password, you can select the 'Forgot Password' option. You will be prompted to provide your "HSBC EasyView User ID or Email Address" and within 10 minutes an email will be sent conveying pertinent details on how to proceed. Please note that if you do not recall your Security Question answers, you will need to create a new account to access EasyView.

What is "Auto–Login?"

Auto–Login is a convenient feature that automatically logs you into your Password-protected accounts right from the EasyView Account Summary page, without the need for you to enter your User ID and Password each time for each account – EasyView will remember them for you. The importance of protecting your EasyView login information is increased significantly when using the auto-login feature, as direct access to your online services is enabled.

Remember: Never share your log in credentials with anyone. No one from HSBC will ever ask you for your Password or Security Question answers. Every precaution has been taken to offer this service using state-of-the-art security measures, however there is a risk of unauthorized access to your personal information if you fail to exercise adequate controls over your login information. This is explained in greater detail in the EasyView User Agreement. Please ensure that you read it carefully during the registration process. Your registration for the service acknowledges that this risk exists and that neither HSBC Bank USA, N.A. nor Yodlee is liable to you for harm or damage that may occur.
Industry standard security and encryption are used to capture, store and transmit the login information you submit for your other online services as well as your EasyView User ID and password. However, it is also important that you understand your part in safeguarding your login information.

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Managing Your Accounts

How do I add my accounts to EasyView?

Once logged in to your EasyView service, you can begin to link your accounts from the "Link Account" button under the "Get Started" tab, or select "Link an Account" from the "Personal Finance" tab. You can either search by account provider, or select it by category such as Bank, Credit Cards, Loans, etc. Once you find your account provider, enter your online login information for that account – EasyView will securely store this information so you'll only need to enter it once. Then when you log in to EasyView at a later date, your newly added accounts will appear with all your updated account information, eliminating the need for you to login to each provider to view your accounts.

How do I view a summary of my Accounts?

EasyView allows you to view your accounts in several different ways. The "Account Summary" page provides a consolidated view of your account balances and offers Quick Links to alerts, transactions, and other options. You can also select from several options on the page to view your net worth and view transactions for your linked accounts. You can even create a budget and set alerts for payments or when balances are low.

How can I view more information on a specific Account?

You can view details for a specific account by selecting the account on the Account Summary page, or under the Accounts Overview tab. Find the account you wish you wish to view, then select "Go To Site" from the drop down menu next to that account. EasyView will auto log-in to the account based on the set up you created when you linked the account.

How can I sort my Accounts or change the layout of my homepage?

You have several ways to view your account information. Once logged in to EasyView select "My Profile" from the top navigation, then "Customize." You can select from a list of options to view and manage your preferences and settings.

What is the maximum number of Accounts I can add?

There is no limit to the number of online accounts you can add to your EasyView service.

How can I add an Account that is not listed?

If you do not see your specific account listed in the "Link an Account" section, you can click "Create a Manual Account" by selecting "Others" to add the account. This account can be updated by you and will be listed in your EasyView profile as an asset or liability.

How do I know my balances are the most current?

You can refresh individual account balances or you can select "Update All Accounts" from the Account Summary page. This will update your accounts to reflect the most current information available.

Can I view transactions for my Accounts?

You can view your transactions for each of your EasyView accounts by selecting "Transactions" from the Personal Finance tab. You can also view transactions by categories, by expense type or by individual account. EasyView keeps your information updated, available, and secure.

Can I remove or delete an account from my EasyView profile?

An account can be deactivated or deleted from EasyView by selecting "My Profile, "Customize" and then choosing the "Manage Sites and Accounts". The deletion of an account will permanently remove access to login information, transactions, and historical information. The deactivation of an account will retain your historical data and login information in the event that the account is later reactivated. The account will no longer appear in your EasyView unless it is reactivated.

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E-mail

Can I view my e-mail?

EasyView allows you to preview your email inbox from your various email providers. You may add your email account by clicking "Link an Account" and then select the "Others" option.

How do I access and read my e-mail messages?

Once your email provider has been added to your EasyView profile, simply select "Auto-Login" or "Go-To" the email provider to read your messages. Once logged in to the email account, you can read, delete or respond to your email messages.

How can I change my e-mail address?

To change your e-mail address, click on "Preferences", and go to "Personalization Information." Retype your e-mail address and then click "update."

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Alerts and Reminders

What is an Alert?

An Alert can be setup to notify you of important changes or reminders for your accounts and EasyView offers several alert types to keep you in control of your finances at all times. You can set an alert to remind you of when a payment is due, when you're close to reaching a credit limit, when balances fall below a certain dollar amount, and you're reaching a limit on your cell phone. To set up an Alert, select "Go to Alerts Inbox" from the Account Summary page then "Configure Alerts." A list of all your eligible accounts will be listed and the Alert type indicated. Select the alerts you want to receive and set thresholds that will trigger them. Then simply add your email address to where the Alert should be sent.

How can I deselect an Alert that I have set us?

To deselect an Alert, select 'Go to Alerts Inbox" from the Account Summary page then deselect the Alert you wish to remove.

How do I view my Alerts?

Alerts will be sent to the email address linked to your EasyView profile. If you prefer to view your Alerts within EasyView, you may select "Go to Alerts Inbox" from the Account Summary page. A high level summary of recent Alert Messages is displayed.

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Other Questions

Why does my session time out?

For your security, EasyView will timeout after 14 minutes of inactivity and allow you to either continue or to log off the service. This feature helps prevent unauthorized individuals from viewing your information.

How can I find out more about your policies and terms of service?

To learn more about our policies and terms of use, please view our Security Statement, Privacy Notice or Terms and Conditions and EasyView Terms of Use.

Is there a phone number I can call if I have other questions about EasyView?

If you have any questions or concerns about EasyView, , please contact us at 800.975.HSBC (4722).Representatives are available 24 hours a day, 7 days a week and will be happy to help you.

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