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HSBC Wealth Dashboard

Keep track of your wealth and investments online

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.

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
  • 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.

New investors

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

Things to know

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