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Digital services

Welcome to your digital services

Access your digital services wherever and whenever you need them

A portal created with you in mind

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Access your portfolios anytime, anywhere

Find out more about your accounts and investments and get access to thought leadership and research. You can access these via a web browser or mobile app which is available via the Apple and Google Play stores.

We have also added a number of enhanced security features for additional peace of mind when you log in using the mobile app. With facial recognition and finger print technology, you can access your accounts without the need for a username or password.

Analyse your holdings

Check your accounts, access reports and analyse your investments at home or on the go.

You'll be able to see your latest portfolio valuations, holdings, transactions and documents, as well as your exposure to different asset classes and currencies.

The analysis page enables you to view the allocation of assets across accounts. Portfolios can be filtered and displayed in a dynamic visualisation chart showing category, asset class and currency, percentages, values and total assets. Data can be viewed or exported in a number of ways.

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Thought-provoking investment views

Insights & Research (I&R) is our online portal for investment content, thought leadership and research. l&R is accessible via the HSBC Global Private Banking application, and offers thought-provoking investment views from the HSBC Group and industry recognised third party analysts.

Content is personalised according to your individual portfolio composition to help you make more informed investment decisions.  You can search for what you need easily, set your preferences and receive alerts whenever new materials are added.

Trading through your mobile

Flexibility to trade online at your own convenience. With access to cash equities securities and exchange traded funds (ETFs) at your own convenience. Buy and sell securities across 10 major markets including the US and Hong Kong SAR, during exchange trading hours.

Invest in the most actively traded currencies with foreign exchange quotes streamed directly to you.

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Keep connected

Securely communicate with your HSBC Private Banking Relationship Manager using encrypted social messaging platforms WhatsApp or WeChat.

Share documents quickly or conveniently set up group chats using your preferred channels.

Convenient digital signing

Through electronic signature capabilities you can make decisions and take action fast.

This service is offered using a secure third-party leading provider to ensure all communication is secure.

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Get access to digital services

Frequently asked questions

Services vary according to location. For more details, please contact your Relationship Manager or local HSBC Global Private Banking representative.

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.