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Online Investing

Save time for what’s important with online investing options from HSBC Securities

A convenient way to build your wealth

It’s easy to have dreams and goals. But finding a convenient way to start building your wealth to reach them can be hard.

The good news is, no matter your investment style, we have two online investment options designed to create a portfolio for retirement and non-retirement accounts.

Choose from two online investment options

 

For those who like the freedom of investing online but don’t want to do it alone.

 

A sophisticated online advisory platform that does the work for you, featuring automated asset allocations2 that may include a mix of Exchange-Traded Funds (ETFs)3 and/or Mutual Funds5 (currently ETF's are the only fulfillment option). 

 

When you’re comfortable investing on your own and doing your own independent investment research.

 

An online trade platform that allows you to open a brokerage account, invest as you desire, and provides you with the tools required to trade 
Equities4, ETFs3, and Mutual Funds5.

Mutual funds, money market funds, and Exchange Traded Funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling 888.809.3802. Read it carefully before you invest.

Compare all investment choices before making a decision

We have options for different investment styles and experience– before making a decision, compare online investing options to traditional, managed brokerage accounts.

Need help getting started?

Call us at 888.809.3802 between 8AM - 6PM ET

Investment and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life, term life, and other types of insurance are provided by unaffiliated third parties and offered through HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, National Association. Products and services may vary by state and are not available in all states. California license #: OD36843.

Investment, Annuity and Insurance Products:

ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES
ARE NOT FDIC INSURED
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES
MAY LOSE VALUE

All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

Research backgrounds of brokers and brokerage firms for free by visiting FINRA's BrokerCheck website

United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non–U.S. accounts – including, for example, Form TD F 90–22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.

Material information about the Wealth Track program is disclosed in the Wealth Track Program Form ADV Part 2 Appendix 1 brochure. The Form ADV Part 2 requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the adviser’s fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel of the adviser. The brochure is the primary disclosure document that investment advisers provide to their clients. Please review this document carefully before investing in the program. 

HSBC Securities (USA) Inc. is the sponsor of HSBC Wealth Track and other advisory programs.

HSBC Securities (USA) Inc. is a registered investment adviser that serves as the Investment Adviser for the HSBC Wealth Track and other advisory programs. HSBC Global Asset Management (USA) Inc. provides administrative and other services to HSBC Securities (USA) Inc. HSBC Global Asset Management (USA) Inc. and certain other subadvisers receive a fee for their mutual fund investment services separate from the investment management fee charged for the Wealth Track and other advisory programs.

HSBC Global Asset Management (USA) Inc. also serves as the adviser and administrator of the HSBC Funds, which may be among the underlying investments in the Wealth Track, Spectrum and MPA programs. Certain HSBC Funds also have subadvisers, not always affiliated with HSBC Global Asset Management (USA) Inc., that receive fees for providing various services to the funds. Mutual funds outside of the HSBC Fund family are also offered as options in the Wealth Track, Spectrum and MPA programs and may be advised by investment managers affiliated or unaffiliated with HSBC Securities (USA) Inc., who also receive a fee for their investment services. Foreside Distribution Services, L.P., member FINRA, is the distributor of the HSBC Funds and is not affiliated with the Adviser. HSBC Securities (USA) Inc., member NYSE, FINRA and SIPC is a sub-distributor of the HSBC Funds.

1 Wealth Track is an investment advisory product offered by HSBC Securities (USA) Inc. Wealth Track is not intended to be a complete investment program.  It may use mutual funds, money market funds, and ETFs and does not use other investments that may have characteristics that are similar or superior to funds and ETFs.

2 Asset Allocation is a method of diversification which positions assets among major investment categories. This tool may be used in an effort to manage risk and enhance returns. However, it does not guarantee a profit or protect against a loss. It also cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification is a tool that may be used in an effort to manage risk and enhance returns. However, it does not guarantee a profit or protect against a loss in a declining market. It also cannot eliminate the risk of fluctuating prices and uncertain returns.

3 Exchange-traded funds are subject to risks similar to those of stocks. Investment returns will fluctuate and are subject to market volatility such that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF but must be bought and sold on an exchange like an individual equity or bond. Mutual funds, money market funds, and Exchange Traded Funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling 888.809.3802. Read it carefully before you invest.

4 Equity securities include common stocks, preferred stocks, convertible securities and mutual funds that invest in these securities. Equity markets can be volatile. Stock prices rise and fall based on changes in an individual company's financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments.

5 Mutual funds, money market funds, and Exchange Traded Funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling 888.809.3802. Read it carefully before you invest.

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