EasyView FAQs

 

EasyView FAQs


What is EasyView?

EasyView brings virtually all your personal online account information together and presents it to you on a single summary page. You can view HSBC accounts as well as your other online accounts, including those from other banks, investment firms, online shopping sources, your travel information, news sources, email, calendar reminders and more. Best of all, EasyView is available exclusively to Personal Internet Banking customers at no additional charge.



How is EasyView different from Personal Internet Banking?

EasyView is an added service of Personal Internet Banking. You will use Personal Internet Banking to view your HSBC accounts, pay your bills, transfer funds and to review details of your HSBC accounts. EasyView allows you to then pull virtually all your other online accounts together - your HSBC accounts and your accounts from other financial institutions, investments, and other sources and displays them to you on one page, either by category (e.g. Finance, News) or in a summary (showing all categories). EasyView puts you in control of viewing and tracking all your online accounts in one place, for your convenience. Visit HSBC's EasyView service to learn more..



How do I register for the service?

To register for the EasyView service, log on to HSBC's Personal Internet Banking service just as you do today, select "EasyView" from the menu, then choose "Enroll in HSBC EasyView Service." Once you accept the Terms of Use, you will gain access to EasyView to add your accounts. Going forward, EasyView will be available to you each time you log on to Personal Internet Banking.



Is there a cost for the EasyView service?

EasyView is available exclusively to Personal Internet Banking customers at no additional cost. And, it's available to you 24 hours a day.



How do I log-in to the EasyView service?

Once registered for EasyView, you can simply log on to Personal Internet Banking just as you do today. Select "EasyView" from the menu, then "Continue" to be automatically logged on to EasyView.



What should I know about EasyView before I register for the service?

The EasyView service enables you to aggregate, or bring together, virtually all your online accounts in one place. Learn more about EasyView here.

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 HSBC Personal Internet Banking Username, Memorable Answer, and Password. However, it is also important that you understand your part in safeguarding your logon information:

NEVER share your Personal Internet Banking Username, Memorable Answer, and Password with anyone. No one from HSBC will ever ask you for your log in credentials and no one from HSBC will have access to this information.

We recognize that privacy is important to you. Review our Privacy Notice or EasyView Security Statement. The Privacy Notice only applies to HSBC and the EasyView website, and does not apply to other sites you access through EasyView. We recommend that you review the privacy policies of other websites you visit before registering for or using their services.

Please be aware that some aggregation service providers may not use the latest technology that will properly safeguard your account and personal information. We recommend that prior to signing up for an aggregation service, you evaluate the terms and conditions as well as the security and privacy policies of the service providers.



How accurate and current is the information presented through EasyView?

EasyView provides state-of-the-art technology to access information about your online accounts. While EasyView provides greater convenience for your account review, we have no control over 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.



What is "Auto-Login?"

The EasyView Auto-Login is a convenient feature that automatically logs you in to your Password-protected accounts right from your EasyView home page, without the need to re-enter your ID and Password each time. If you choose to disable the auto-login feature, you will be taken directly to the log in page for your accounts and would simply enter your ID and Password for access to that account.
Auto-login eliminates the need for you to remember your ID and Password for each account. The importance of protecting your Personal Internet Banking logon information is increased significantly when using the auto-login feature, as direct access to your online services is enabled.

Although every precaution has been taken to offer the service using
state-of-the-art security measures, there is a risk of unauthorized access to your personal information if you fail to exercise adequate controls over login information. This is explained in greater detail in the EasyView Terms of Use. Please ensure that you read it carefully during the registration process.



Can I disable the "Auto-Login" feature?

To disable, choose "Edit Account Settings" from the drop down box next to the account and click Go. Under the "Auto-Login" setting, select "Disable Auto-Login." Once complete, the drop down box on the Account Summary page will list "Go to this account" as an option for accessing details.



Once I'm registered, will my accounts be automatically added to my EasyView profile?

Once you have completed the EasyView registration process and accepted the EasyView Terms of Use, your HSBC accounts will be automatically added to your new EasyView profile. You can then begin to add your other non-HSBC accounts to create one source to manage virtually all your accounts.



How do I add an account to EasyView?

From the Account Summary page, select "Link an Account." You can either start your search by selecting the category that describes the account type (e.g., Banking, Credit Cards, Investments, Loans, etc.) or you can type the bank or organization name in the box provided. Once you find the correct bank or organization, enter your log on information for that bank/organization. EasyView will store that information so that when you link to the site during future EasyView sessions, you will be automatically logged on.



How can I add an Account that is not listed?

If you do not see your specific account type listed in the "Add a New Account," you can create a Custom Account. Click "Create a Custom Account" and complete the necessary information to add to your EasyView accounts. Custom Accounts need to be updated manually and are not supported by features such as the "Account Details," "Alerts," "Auto-Login," and "Historical Charting." However, you can still include the account on EasyView, if the account has online access. You can establish a link to it on the Account Summary page by entering the website address when you create your Manual Account.



How do I view a summary of my accounts?

EasyView allows you to view your accounts from the drop down menu in the Accounts Overview tab. The "EasyView Home" page provides a dashboard view of your accounts, messages, alerts and information. You can select the accounts you wish to add to the page and arrange where the accounts are located on the page. The "Account Summary" page provides an overview of your online accounts and a varied view of your portfolio. You can also select or change your preferences from this view. You can select how to view your accounts from the drop-down menu in the Accounts Overview tab.



How can I view a specific account?

You can view a specific account by selecting the account from the Account Summary page or EasyView Home page. Simply double click on the account for more information and options.



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 do I access my accounts within EasyView?

You can view the details of your online accounts (both HSBC and non-HSBC accounts) in two ways. From the EasyView Account Summary page, select the account and the action in the drop down box next to the account. You can select "Auto-login" from the Account Summary Page which directly connects to your account information without requiring you to enter your log on credentials (e.g. ID, and Password etc), for that account. If your account is not set up for auto-login, you can double-click on the account, then select "Go to site." The log in screen for that account will open in another browser window where you can then enter your log in credentials for that account.



How can I edit the settings on my accounts?

You can edit Sign-In information, Auto-Login and Alert Settings by clicking on "Edit Account Settings" from the drop-down, then click "GO" to continue. After making changes, click "Save" to save the changes.



How do I know my balances are the most current?

You can refresh your account balances by clicking "Update All Accounts" link from the EasyView Account Summary or EasyView Home page. This will bring in the most current information that is available from all your accounts.

Please note: EasyView provides state-of-the are technology to access information about your accounts, but we have no control over the accuracy or timeliness of the information gathered from any other online providers or from any other web sites.



Can I chart my accounts recent financial history?

You can chart your banking, investments and credit cards financial history by selecting "Spending Reports" and then choose "Cash Flow Analysis" from the drop down menu.



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

An account can be deleted by selecting "Manage Accounts" from the top menu tab, then choosing "Manage Sites and Accounts." Find the account you wish to delete then select "Delete Site" from the options below it. The "Delete Account" option permanently removes the account and all the details including log on credentials, transactions and historical information.



How do I cancel my entire EasyView service?

You may choose to cancel your entire EasyView service from within the EasyView application. To do so, perform the following steps:

  • Click on 'My Profile' from the top menu
  • Choose 'Cancel HSBC EasyView Account'
  • Confirm by selecting 'Cancel'

Please note that all of your accounts, account data, and information will permanently be deleted.

As an added security measure, we recommend that you change your Passwords for all your online accounts upon termination of any online account aggregation service.



How often is my EasyView account updated?

EasyView is updated once a day. You can update your account information at any time to get the most current information available by selecting the "Update All Accounts" link.

Please note: EasyView provides state-of-the are technology to access information about your accounts, but we have no control over the accuracy or timeliness of the information gathered from any other online providers or from any other web sites.



Can I view my email?

Yes, EasyView allows you to preview your email Inbox from various email providers. 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.

Be sure the email address you designated in EasyView is current, to ensure updates and information are sent accurately.



How can I change the email address I designated to receive information when I registered for EasyView?

The email address you designated to receive EasyView information can be updated by selecting "My Profile" then "Edit Personal Profile and Regional Settings."



What is an Alert and how do I set one up?

An Alert notifies you about information on your accounts such as payment reminders. You can set up three different types of Alerts: One if your balance goes above or below a specified amount and another Alert provides account balance information at a particular time either daily, weekly or monthly. For credit accounts, you can set an Alert to remind you when your payment is due.

To create an alert, select "My Profile" from the top of any EasyView page, "Customize" then "Configure Alerts". Select the account and Alert type to receive future alerts.



How can I delete an Alert that I have set up?

To delete an Alert, click the "Set Alerts" button from the "Get Started" page or select the Set Alerts icon in the upper right corner of each EasyView page. Once on the Alerts page, you may uncheck the previously selected Alert.



How do I view my Alerts?

Alerts can be viewed from the "EasyView Home" page or from within the personal email address you designated.



What does "Powered by Yodlee" mean? Who is Yodlee?

EasyView utilizes services provided by Yodlee, an independent company and leader in account aggregation.



How can I find out more about EasyView's policies and Terms of Use?

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



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

If you have questions, call us at 800.975.4722 (HSBC) from 7:00 a.m. to midnight ET; (TTY/TTD: 1.800.898.5999). If you are calling from outside the continental United States, call us collect at (716) 841-7212.



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