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Wealth support with HSBC Personal Banking

Investments, tools and expertise to help you achieve your financial goals.

We make it easy to make your money work harder

As an HSBC Personal Banking customer, you'll have access to a range of investment options, tools and advice to help you achieve your financial goals.

Power up your finances

As a Personal Banking customer, you'll get access to our HSBC FinFit programme – giving you tools, advice, coaching and more to help you get your finances in shape.

Did you know?

  • 58% of Singaporeans aren't confident in their retirement plans
  • 95% of Singaporeans with high financial fitness scores review their financial plan yearly
  • 74% of Singapore residents with high FinFit scores use investments to grow their wealth

Source: HSBC SG FinFit Study 2020

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Get investment advice and expertise

Whether you're new to investing or a savvy investor, we can help you make more informed investment decisions.

  • Get a FinFit coaching session with one of our Personal Wealth Managers (FinFit coaches)
  • Improve your investment knowledge with our educational guides and wealth insights
  • Set a plan to help you achieve your financial goals using Wealth Planner

Build your investment portfolio wherever you are

Whatever your goals and appetite for risk, we've got an investment option for you with our range of securities and unit trust funds.

  • Trade securities to view HSBC securities trading page in Singapore, Hong Kong and US markets easily through online banking
  • Invest in unit trusts online from as little as SGD1,000 and you can also follow it up with monthly contributions of SGD100 or more. Plus, enjoy a 0% sales charge on your monthly Regular Savings Plan contributions and a 0.85% sales charge for lump sum investments.
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View everything in one place

With our Wealth Dashboard, you can keep track of your investments easily, anytime, by logging on to online banking.

  • One single login gives you access to all your investments
  • Analyse and understand how your investments are performing with in-depth research
  • Get the latest financial news, tailored to your current portfolio holdings

You can also use HSBC FinConnect to get a consolidated view of your bank accounts and personal financial data on the HSBC Singapore App.

Foreign exchange at your fingertips

Our HSBC QuickFX app makes it easy to convert money and manage your currencies, wherever and whenever you want.

  • View real-time exchange rates and set your own FX rate to convert funds automatically
  • Send money internationally with just a few simple taps
  • Keep track of the global currency markets with market insights
Foreign exchange interface.

Get up to SGD250 in rewards

Get SGD2001 when you:

  1. Open an HSBC Everyday Global Account and HSBC Investment Account
  2. Perform a recurring deposit of a minimum of SGD5,000 for 2 months
  3. Perform a minimum of 5 transactions with a HSBC personal credit card or with the HSBC Everyday Global Debit Card
  4. Invest at least SGD1,000 in either Unit Trust or Securities

Enjoy an additional SGD502 Lazada voucher when you apply with Myinfo via Singpass.

Enjoy 0% sales charge

Enjoy 0% sales charge on monthly Regular Savings Plan contributions and 0.85% sales charge for lump sum investment in Unit Trusts purchased online.

0% sales charge applies only for monthly contributions for the first 6 months. Initial contribution will be subjected to a sales charge of 0.85%. Terms and conditions apply3.

Things you should know

Get started today

Already an HSBC customer?

Log on to online banking or use the HSBC Singapore App to open your new securities or unit trust investment account. You can also manage your portfolio and trade securities on the go.

Don't have online banking? Register now

Speak to an adviser

Speak to one of our Personal Wealth Managers (FinFit coaches) for a FinFit coaching session to learn how we can help you reach your financial goals.

New to HSBC?

You'll need to become a Personal Banking customer by opening an HSBC Everyday Global Account before you can invest or arrange a FinFit coaching session.

Articles and guides

Build your investment knowledge with our wealth of educational guides.

A Woman is using laptop; image used for HSBC Singapore You don't need a fortune to start investing.

Learn why unit trusts can be a good introduction.

A cat looking at mobile phone; image used for HSBC Singapore 6 myths about investment.

Investing is more accessible than you might think.

Reading financial trading data; image used for HSBC All you need to know about dollar cost averaging article.

Making smaller, regular investments might be a good way to build your portfolio.

A man holding a plant, image used for HSBC Wealth articles.

Read our handy guides designed to help you get more from your money.

Additional information

1Only new HSBC deposit or savings account customers are eligible. Customers who participate in HSBC Jade or Premier Welcome Reward Promotions will not be eligible. Terms and conditions apply.

Still unsure what you need to do? Download our handy guide to help you through the process.

2HSBC Digital Account Opening Promotion terms and conditions apply.

3HSBC Online Unit Trust Promotion terms and conditions apply.

Important information

The HSBC Wealth Planner is a simulator tool. The results and/or estimates generated by this simulator tool are based on the information provided by you and is intended to be used for illustrative purposes only. The simulator tool does not consider any specific investment objectives, your personal situation and particular needs. No investment advice or recommendation is made by HSBC and you should therefore not rely on any result or estimates provided. HSBC accepts no liability if you choose to rely on any results and/or estimates from this simulation tool.

Investment involves risk. Before you make any investment decisions, you may wish to consult a financial adviser.

Nothing on this website should be regarded or construed as an offer to sell or a solicitation to purchase or subscribe for any investment or securities.

The economic data on this site and used by the simulator tool including assumptions on inflation, investment growth and other figures and statistics are sourced from internal HSBC data and reports as well as third parties including Singapore Department of Statistics and Mangosteen BCC Pte Ltd. This data may be updated from time to time and such updates may lead to the simulator tool results differing before and after an update. No guarantee is made as to its accuracy.


This document is for information only and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. The mention of any investment product or class of investment products ("product") should not be construed as representing a recommendation to buy or sell that product, nor does it represent a forecast on future performance of the product. The information contained on this web site is intended for Singapore residents only and should not be construed as a distribution, an offer to sell, or a solicitation to buy any securities in any jurisdiction where such activities would be unlawful under the laws of such jurisdiction, in particular the United States of America and Canada. The specific investment objectives, personal situation and particular needs of any person have not been taken in consideration. You should therefore not rely on it as investment advice. Before you make any investment decision, you may wish to consult a financial adviser. In the event that you choose not to seek advice from a financial adviser, you should carefully consider whether the investment product is suitable for you.