Top of main content

HSBC Accredited Investor Service

Become an Accredited Investor in a few easy steps to access exclusive wholesale investments and personalised investment services with no annual fees.

Become an Accredited Investor with HSBC

Take control of your investments with a global leader in banking. Get accredited to unlock investment insights and opportunities exclusive to HSBC Investment Service clients

  • Personalised Investment Service from our team of investment specialists. Benefit from support, transparency, and expert insights to help you unlock your investment opportunities
  • View your portfolio, performance, and asset allocation, while enjoying easy access to charting, reports and tax statements all in the one place via our Netwealth partnership
  • Gain access to bonds, ETFs, managed funds and new investment themes through structured products
  • Access to a comprehensive investment platform that includes shares, funds, exchange-traded funds (ETFs), managed funds and bonds as well as exclusive access to new investment themes through Structured Products
  • New products are being added all the time. Soon we’ll launch a broader range of bonds, listed international ETFs, core portfolios and alternatives

Personalised support

Benefit from access to an Executive Relationship Manager as a trusted point of contact: one that knows you, your specific requirements and can support you on your investment journey.

They work with a team of Investment Specialists who will provide expert insights and support to help you make the most of your investment opportunities. 

Accredited Investors can apply for a streamlined upgrade to HSBC Premier¹ status and experience the premium banking world of benefits with no monthly fee.

One platform

You can now access managed funds via our wrap investment platform partnership with Netwealth. View your portfolio, performance, and asset allocation, and get access to reporting and tax statements. New products are being added regularly. Speak with our Investment Desk to find out more.

Unique investment opportunities

Access a wide range of products and investment opportunities available only to Accredited Investors. Trade in shares, managed funds, ETFs, bonds and Structured Products.

Let us help you explore how bonds can potentially provide higher returns than traditional deposit accounts, as well as offer more security than stocks. With 64 different bonds to choose from, you can invest across fixed and floating rates.

Partner with a global leader

Working with us can make it easier to access opportunities in other markets. Access a full range of banking solutions and easily move money around the world in your preferred currency.

Ready to become an Accredited Investor?

If you already have an HSBC Invest account, there are two ways to apply to become an Accredited Investor:

1.Provide an Accountant's Certificate: 

2.Take the Accredited Investor test 

Benefits of becoming an Accredited Investor

Download Transcript This link will open in a new window

Ready to start?

Log on to online banking to start your application.

Log on and apply go to log on page This link will open in a new window

Still have questions?

Find out more about the HSBC Accredited Investor knowledge test and how you might qualify.

Find out more about how to qualify page

If you need additional support with your application, please call us on 1300 131 605 (Monday to Friday, 8:00am to 8:00pm AEST) or visit your local branch.

If you still have questions you can call our Investment Desk on 1300 308 019 or +612 9005 8027. You can also email us on hsbcinvestmentservice@hsbc.com.au.

You might also be interested in

Shares

 

Whether you are a new or experienced share trader, build your share portfolio with easy access to over 2,000 ASX listed companies, plus set up complimentary alerts and watch lists so you don't miss a trade.

Exchange Traded Funds

 

Exchange-traded funds (ETFs) track market indexes on large cross sections of asset classes and styles, and with over 200 to choose from, they're the easy way to give yourself exposure to your market view.

Bonds

 

Looking to diversify into investment grade bonds? Enjoy online access to exchange traded corporate and government bonds.

Important information 

By applying to qualify for HSBC's Investment Service as a Wholesale Client/Sophisticated Investor, I understand and acknowledge that:

  • I may lose the retail protections which are available under the Corporations Act which include but not limited to: receiving retail disclosure documents such as a Financial Services Guide or Statement of Advice; receiving retail offer documents such as a Prospectus or Product Disclosure statement; HSBC acting in your best interest; and you will not have access to HSBC's internal and external dispute resolution schemes;
  • It is my responsibility to determine if the information provided to me is sufficient for me to make a decision about the investments under the HSBC Investment Service;
  • All the legal and financial implications of choosing to be classified as a Wholesale Client;
  • HSBC will not be providing me with financial advice;
  • No HSBC employee or other person (including your accountant) or entity has influenced your decision to qualify for the HSBC Investment Service;
  • All information I have provided is not false or misleading information;
  • HSBC does not guarantee any wholesale services or financial products will be made available to me under the HSBC Investment Service; and
  • Where I am acquiring the HSBC Investment Service as a trustee (including as a director acting in the capacity of a corporate trustee) of a trust (including an SMSF), I will acquire the interest in the underlying investment in the same capacity.
  • The accountant's certificate provided in support of an application is only valid for a period of 2 years from the date of the accountant's certificate and it is my responsibility to provide HSBC with a new accountant's certificate prior to expiry. If I fail to do so, I will no longer be recognised as a Wholesale Client and will not be eligible for the HSBC Investment Service until such time as I provide HSBC with a new certificate
  • All figures are in Australian dollars.

HSBC Invest is a service provided by Third Party Platform Pty Ltd ("TPP") ABN 74 121 227 905 AFSL No. 314341, a wholly owned but non-guaranteed subsidiary of Bell Financial Group Ltd (ASX:BFG), at the request of HSBC Bank Australia Limited ABN 48 006 434 162 AFSL 232595 ("HSBC"). TPP is a Participant of the ASX Limited Group and a Trading Participant of Cboe. For a copy of the terms and conditions relating to the HSBC Invest service click here and the Financial Services Guide for TPP click here, or if you would like one to be sent to you contact us on 1300 782 811. Neither TPP nor HSBC are representatives of each other. To the extent permitted by law, HSBC will not guarantee or otherwise support TPP's obligations under the contracts or agreements connected with the HSBC Invest service. HSBC receives a commission from TPP for each client referral provided to TPP. TPP and HSBC do not provide investment advice in relation to HSBC Invest. You should consider your own financial situation, particular needs and investment objectives before acting on any of the information available on this website. HSBC does not guarantee or accept liability for any products offered by TPP.

HSBC Invest was previously known as "HSBC Online Share Trading". HSBC and TPP may continue to refer to HSBC Online Share Trading in certain documents for a period of time.

 

1 HSBC Premier Australia eligibility criteria and Terms and Conditions apply. Please refer to the Premier Service Guide for the latest HSBC Premier benefits, features and general eligibility criteria.

Back to top