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HSBC Investment platform guide

A one-stop manual using our investment tools and products.

Bolster your investment portfolio

Are you looking for information on investing for beginners or are you building a sophisticated investment portfolio? This guide uses our hybrid and online wealth services and products to help you navigate all the steps in the process - from how to start investing through to rebalancing your portfolio.

5 steps to start your investment journey

Understand key procedures such as opening an investment account before you start investing with HSBC.

Consider options to help you create a balanced portfolio.

Read the detailed guides on our product features and application options. 

Get expert insights from our portfolio analysis tool, or an overview of your holdings using our wealth dashboard.

Use our platform to review how your investments are performing and what other customers like you have invested in.

Step 1: Prepare yourself before investing

Step 2: Decide on your portfolio asset mix

Step 3: Choose the right product

Step 4: Review your portfolio composition

Step 5: Track your performance and rebalance your holdings

Need more help?

Speak to your relationship managers

Contact your Relationship Director or Relationship Manager directly, or call us on:

  • HSBC Premier

Existing customers: (852) 2233 3322

New customers: (852) 2233 3377

  • HSBC Jade

Existing customers: (852) 2233 3033

New customers: (852) 2233 3377

Talk to our Wealth Coach

If you are one of our HSBC One customers, you can reach a Wealth Coach via our 24/7 'Chat with us' in the 'Support' tab on the HSBC HK Mobile Banking App, to learn more about investments and plan your finances more confidently.  

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