Self-directed brokerage

If you're having trouble with your application and need to talk to a member of our team, you can call us at 888.809.3802, or from outside the U.S. or Canada, please call 847.876.1574 (8am to 6pm ET).

Self-directed brokerage is an account opening and trading platform which allows you to open a brokerage account and invest with HSBC Securities. Our Self-Directed Brokerage account provides you with the platform to trade Equities. ETFs and Mutual Funds in online banking. Additionally, you can place onshore and offshore mutual fund trades, based on crossborder eligibility, on the HSBC U.S. Mobile Banking app. Depending on your country of residence all products may not be available to you. 

With self-directed investing, you decide what products you want to buy and sell to suit your investment goals. There's no other monitoring or management beyond what you direct. Depending on your country of residence, not all products may be available. 

Certain equities, ETFs, mutual funds, and fixed income investments may be held in your self-directed account.

Please note, you can't process fixed income transactions online. All fixed income transactions must be executed through our Wealth Services Desk. In order to process a fixed income transaction, you must have the exact CUSIP and quantity of the fixed income security(s) you wish to buy or sell. The Wealth Services Desk is not able to make any recommendations for you.

If you have any questions please call the Wealth Services Desk at 888.809.3802 or from outside the U.S. or Canada, call 847.876.1574 8am to 6pm ET.

This brokerage account is self-directed, which means you make the decisions. Therefore you will not have an option to receive investment advice from a financial professional at HSBC Securities. By leveraging technology, it allows us to reduce the cost of services to you. There are other products that HSBC Securities offers that provide you with the ability to speak and meet with a financial professional.

If you have any technical or operational questions about the site or if you have interest in hearing about our other products, please don't hesitate to call us and speak with a registered Wealth Services Desk Agent at 888.809.3802 or from outside the U.S. or Canada, call 847.876.1574 8am to 6pm ET. They are available Monday through Friday from 8am to 6pm ET.

Please note, our customer service personnel do not give financial advice over the phone but can connect you with a Wealth Relationship Manager to discuss additional options.

There are several ways to fund your account.

You can move money into your new brokerage account using online or mobile banking - find out how.

To discuss other ways to fund your account, call our Wealth Services Desk at 888.809.3802, or 847.876.1574 if you're outside the U.S. or Canada.

Yes, commissions are charged when trading in your Self-Directed account. You can review the HSBC Securities Commission and Fee Schedule, here.