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.
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.
You need to be registered for online banking to access the HSBC Wealth Dashboard.
New investor
Speak to one of our advisors about setting up an investment account and kick-start your investment journey with us.
Things to know
You might be interested in
Foreign exchange
Easy solutions for dealing in foreign currencies.
Securities trading
Access global opportunities in major markets by directly trading in stocks and bonds online.
Unit trusts
Pool your money with other investors, with a professionally managed portfolio.
Financial planning
Need some help getting started with investing? Make an appointment with us today.