HSBC Wealth Dashboard

HSBC SG
Wealth management
Investments
HSBC Wealth Dashboard

Your investment holdings in one view

The HSBC Wealth Dashboard is integrated into Online Banking and HSBC Singapore app (under the 'Wealth' tab).

With the HSBC Wealth Dashboard, you can open investment accounts and start trading in stocks and/or invest in unit trusts or structured products[@wealth-accredited-investors-only] once your relevant documents are submitted.

You can manage your investment portfolio and build your wealth at any time. Plus, enjoy in-depth data and research alongside a powerful search function that instantly provides detailed information on your investments and more.

Explore now visit manage your investments section

Download the app now visit mobile app redirect page

Key benefits

Convert your currencies in real time

View the value of your investment in the base currency and in any of the 10 additional currencies

Open investment accounts

You can now open an investment account directly through the HSBC Singapore app or Online Banking

Explore investment opportunities

Purchase unit trusts and trade securities

Keep track of your investments

Through the Wealth Portfolio Intelligence Service (WPIS)^{[@wealth-wpis-premier-only]}, you will be able to see all your unit trusts and get a comprehensive scenario analysis to assess your portfolio performance, all while managing risk

Extra benefits

News and insights

Stay up to date with the latest financial news and insights, automatically sorted by relevance to your current portfolio holdings
Achieve your wealth priorities with HSBC Future Planner

With the all-new HSBC Future Planner tool, achieving your life aspirations has never been easier. This intuitive tool is designed to help you set and achieve your aspirations one step at a time, giving you both confidence and clarity. Get started with HSBC Future Planner today via the HSBC Singapore app.

Update your documents

Manage your investment-related documents such as risk profile and knowledge assessment with ease through our Document Center

Manage your investments

Existing investors

If you have an investment account, you can use the HSBC Wealth Dashboard to manage your portfolio.

You need to be registered for Online Banking to access the HSBC Wealth Dashboard.

Log on to Online Banking visit Log on page

New investors

Already got an HSBC bank account? You can kickstart your investment journey by opening an investment account with us.

Open an investment account This link will open in a new window

Things to know

See all your investment holdings in one place

Download Transcript This link will open in a new window

With our mobile Wealth Dashboard you can see your investments, insights into your performance, and global markets.
You can now open an investment account directly through the HSBC Singapore app in just 5 steps.
With an investment account you can choose from a wide range of investment options like stocks, unit trusts and structured products^{[@wealth-accredited-investors-only]}. Plus, manage your wealth through the app easily.
Complete your Investor Profile in a 4-step guided journey to get ready to invest
Manage your investment related documents through the 'Document Center' tab

Scan to download the HSBC Singapore app!

See all your investment holdings in one place

Download Transcript This link will open in a new window

With our Wealth Dashboard you can see your investments, insights into your performance, and global markets
You can now open an investment account directly through Online Banking, in just 5 steps.
With an investment account you can choose from a wide range of investment options like stocks, unit trusts and structured products^{[@wealth-accredited-investors-only]}. Plus, manage your wealth through Online Banking.
Manage your investment related documents through 'Document Center' tab.
See your sustainable investment holdings under the 'ESG Analysis' tab. Learn more about sustainable investing at HSBC.

Get ready to invest: complete your forms

Manage your investment-related documents with one convenient tool. You can review documents at a glance and update required forms online, anytime and anywhere.
Update, renew and view the status of your product fulfillment forms through 'Document Center' via the app or online banking.
Forms include: 'Customer Knowledge Assessment', 'Customer Account Review', 'Risk Profile Questionnaire', 'NYSE Market Data Agreement', 'Risk Warning Statement', 'W8BEN form' and ‘Update Accredited Investor Status’.

Keep your financial profile up-to-date

You can update your risk profile through any of the following ways:

Online via the HSBC Singapore app or Online Banking visit Log on page, by accessing 'Document Centre' from the Wealth Dashboard
By visiting us at your nearest branch

Follow these steps to update your Wealth related forms:

Step 1: Under the Wealth tab, tap on ‘Document Centre’, select complete forms where you will be directed to the Document Centre homepage.

Step 2: Here you can find document expiry dates and statuses, which can be updated at any time. Bear in mind that there are different expiry dates for different forms.