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Investment solutions

Take control of your money with our investment solutions.

Custom asset allocation helps you stay focused on long-term investment goals through changing market conditions.

Brokerage solutions

Investment solutions that offer potential growth from market price appreciation, but may experience market volatility and loss of principal.
Mutual funds offer a pooled investment portfolio maintained in accordance with a set of fund objectives.
Tailor your risk-reward profile with the potential of upside performance and downside protection options.
Fixed income investments may offer a simple way to generate income, preserve capital and build a diversified portfolio.

Protecting your future

Our wide range of insurance solutions can help you manage risk, protect your family and safeguard your treasured belongings.
Annuities offer tax-deferred growth and guaranteed income to meet your financial needs.
IRAs offer the opportunity to generate compounded earnings on a tax advantaged basis to meet retirement needs.
We can help you save for your children's education expenses with practical financial solutions.

Digital investment solutions

Take control of your portfolio with our intuitive investment platform.


Investment, annuities, and variable life insurance products 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 offered by HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.


Investments, Annuity and Insurance Products: Are not a deposit or other obligation of the bank or any of its affiliates; Not FDIC insured or insured by any federal government agency; Not guaranteed by the bank or any of its affiliates; and subject to investment risk, including possible loss of principal invested.


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 firms for free by visiting FINRA's BrokerCheck website.


Environmental, Social & Governance (“ESG”) and Sustainable Investing (“SI”)

HSBC Securities (USA) Inc. (“HSI”) does not provide recommendations or advice on any products based on ESG or SI considerations except in certain discretionary solutions or based on HSBC Group’s* policies. Customers can purchase ESG/SI related products on our platform on a self-directed basis. For our general ESG/SI disclosure, click Disclosures- HSBC. Information about HSBC Group’s approach to Sustainability can be found at Our climate strategy | HSBC Holdings plc.

*HSBC Group refers to HSBC’s global affiliates.


United States persons 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. U.S. persons should consult a tax adviser for more information.


It's important to fully understand all aspects of your investment decisions. Our Wealth Relationship Managers will provide documentation - including risks, charges, fees, and other disclosures - for products, services, and offerings of HSBC Securities that you are considering. Additionally, our Commission and Fee Schedule outlines the charges for investing with HSBC Securities (USA) Inc. For the Self Directed Online Brokerage Account Commission and Fee Schedule, please click here. If you have any questions about any aspects of your investments, please call us at 800.662.3343 or for International clients call 847.876.1574. We also recommend that you seek legal or tax advice from a qualified professional.


Today's investment decisions are more complicated than ever, with a wider variety of asset classes, easier access to emerging markets, and increased economic uncertainty. To help our clients navigate such complexities, we leverage the products and services of our portfolio of solutions - designed to meet a variety of investment goals and risk profiles.