Online wealth management
See what you need to do to access the HSBC Wealth Dashboard.
- Instant FX conversionView the value of your investment in the base currency and in any of the 10 additional currencies
- Investment analysisAnalyse your portfolio from different angles to help you understand what and where you are investing in, and how your portfolio is performing
- Transaction historyYour 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 insightsStay up to date with the latest financial news and insights, automatically sorted by relevancy to your current portfolio holdings
- Update your documentsManage 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
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.
Speak to one of our advisors about setting up an investment account and kick-start your investment journey with us.
Things to know
HSBC Wealth Dashboard
Product Risk Rating
Buy and sell unit trusts
Buy and sell stocks
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