HSBC Wealth Dashboard

HSBC SG
Wealth management
Investment
HSBC Wealth Dashboard

Online wealth management

In today's fast-moving world, effective wealth management is key to achieving success. It's hard to keep up-to-date with daily market movements while analysing your holdings and forecasting gains. So we created the HSBC Wealth Dashboard. It gives you a complete view of your investments and unprecedented control of your wealth.

See what you need to do to access the HSBC Wealth Dashboard.

Manage your wealth now

Open an Investment account to learn more about account opening

Benefits

Instant FX conversion

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

Analyse your portfolio from different angles to help you understand what and where you are investing in, and how your portfolio is performing
Transaction history

Your investment transactions and details will be logged for up to 2 years in an easy-to-read table, with the details of each transaction just a click away
News and insights

Stay up to date with the latest financial news and insights, automatically sorted by relevancy to your current portfolio holdings
Update your documents

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

Get involved in your wealth holdings

The HSBC Wealth Dashboard is integrated into online banking. That way, you can manage your portfolio and build your wealth at any time. You'll enjoy in-depth data and research alongside a powerful search function that instantly provides detailed information on your investments and more. You can also place buy, sell and switch orders.

Manage your wealth now

Existing investor

If you have an investment account, you can utilize Wealth Dashboard to manage your portfolio. It is easy to set-up if you have not done so. Just go to "Service" to link up the account and you are ready to invest.

Log on to online banking to access your HSBC wealth dashboard

You need to be registered for online banking to access the HSBC Wealth Dashboard.

New investors

Kick-start your investment journey with us if you have an existing banking account

Apply now for banking account This link will open in a new window

Don't have an account with us yet?

Open an account online now for everyday global account

Find out how to apply for open digital investment account

Things to know

See all your wealth holdings in one place.

With our mobile Wealth Dashboard you can see your status, insights into your performance, and global markets.
You can now open an investment account directly through the HSBC Singapore app or HSBC Online Banking, in just 5 steps.
With an investment account you can choose from a wide range of options like stocks and funds. Plus, easily manage your wealth with the Wealth Dashboard online or through the app. Click here to open an investment account
Click the 'Document Center' tab on the wealth dashboard to update or renew your product forms.
View your sustainable investment holdings under "ESG Analysis" tab. For further details on Sustainable Investing at HSBC, please click here

Manage your investment-related documents in one convenient tool. You can review documents at a glance and update required forms online, anytime from anywhere in the world.
Update, renew and view the status of your product fulfillment forms through the 'Document center' on our app or in online banking.
These include : Customer Knowledge Assessment, Customer Account Review, NYSE Market Data Agreement, Risk Warning Statement, W8BEN form, Opt in as an Accredited Investor.

Keep your financial profile up to date

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