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HSBC InvestDirect · to your trading accounts. Award-winning client service and support4 Count on...

Date post: 30-Sep-2020
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*Terms and conditions apply. 1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a Member of the Canadian Investor Protection Fund. HSBC InvestDirect does not provide investment advice or recommendations regarding any investment decisions or securities transactions. No investment advice is provided or suitability review conducted on accounts held at HSBC InvestDirect. 2 Options may involve a high degree of risk and may not be suitable for all investors. Read the Risk Disclosure Statement for Futures and Options before applying to trade in options (http://www.hsbc.ca/1/ PA_ES_Content_Mgmt/content/canada4/pdfs/personal/terms-conditions-en.pdf). 3 To qualify for HSBC InvestDirect Active Trader pricing of $4.88, customers must: have an active HSBC InvestDirect accounts and trade 150+ times per quarter. Active Trader pricing applies to qualified and filled online trades only. Qualified trades are defined, for this purpose, as equity, ETF’s and option orders executed on the North American exchanges and markets. Regular commission schedule rates will continue to apply to trades on International markets, telephone trades, option assignments and exercises. 4 About DALBAR Inc.: As the world’s premier financial services strategy and operations research firm, DALBAR Inc. helps leading enterprises develop, build, and operate strong businesses that deliver sustained shareholder value growth. DALBAR’s proprietary business design techniques, combined with its specialized industry knowledge and behavioural research expertise, enable companies to anticipate changes in customer priorities and the competitive environment, and then design their businesses and improve operations to seize opportunities created by those changes. The firm serves clients in the Americas and Europe. The annual DALBAR Direct Brokerage Service Award rankings are based on evaluations made over the calendar year, measuring a company’s quality of performance in product knowledge, professionalism and their ability to provide value-added service. 1090050-E (2015-05 CT) Float like a butterfly, trade like a bee. HSBC InvestDirect Self-directed Online Investing
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Page 1: HSBC InvestDirect · to your trading accounts. Award-winning client service and support4 Count on the knowledge and expertise of our investment representatives to execute your trades

*Terms and conditions apply.1 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a Member of the Canadian Investor Protection Fund. HSBC InvestDirect does not provide investment advice or recommendations regarding any investment decisions or securities transactions. No investment advice is provided or suitability review conducted on accounts held at HSBC InvestDirect.2 Options may involve a high degree of risk and may not be suitable for all investors. Read the Risk Disclosure Statement for Futures and Options before applying to trade in options (http://www.hsbc.ca/1/PA_ES_Content_Mgmt/content/canada4/pdfs/personal/terms-conditions-en.pdf).3 To qualify for HSBC InvestDirect Active Trader pricing of $4.88, customers must: have an active HSBC InvestDirect accounts and trade 150+ times per quarter.

Active Trader pricing applies to qualified and filled online trades only. Qualified trades are defined, for this purpose, as equity, ETF’s and option orders executed on the North American exchanges and markets. Regular commission schedule rates will continue to apply to trades on International markets, telephone trades, option assignments and exercises.4 About DALBAR Inc.:As the world’s premier financial services strategy and operations research firm, DALBAR Inc. helps leading enterprises develop, build, and operate strong businesses that deliver sustained shareholder value growth. DALBAR’s proprietary business design techniques, combined with its specialized industry knowledge and behavioural research expertise, enable companies to anticipate changes in customer priorities and the competitive environment, and then design their businesses and improve operations to seize opportunities created by those changes. The firm serves clients in the Americas and Europe. The annual DALBAR Direct Brokerage Service Award rankings are based on evaluations made over the calendar year, measuring a company’s quality of performance in product knowledge, professionalism and their ability to provide value-added service.

1090050-E (2015-05 CT)

Float like a butterfly, trade like a bee.

HSBC InvestDirectSelf-directedOnline Investing

Page 2: HSBC InvestDirect · to your trading accounts. Award-winning client service and support4 Count on the knowledge and expertise of our investment representatives to execute your trades

Access an integrated suite of research tools and trading capabilities right at your fingertips with HSBC InvestDirect1.

Click hsbc.ca/tradingVisit your nearest branch

Call 1-800-760-1180

Open an HSBC InvestDirect account today and access a world of investment opportunities.

$6.88* – Pricing that you can count onOur flat pricing rate of $6.88* on North American online equity trades, or options2 trades for just $6.88* + $1.25 per contract, allow you to trade with straightforward and consistent pricing for all of your transactions.

$4.88* – Active Trader PricingIf you are an Active Trader3, you can trade for as low as $4.88* on all North American equity trades, or options2 trades ($4.88* + $1.25 per contract) when you trade 150+ times per quarter.

Take control with investing toolsand resourcesWorld-class research and tools: Convenient access to real-time quotes, news and stock reports, such as Standard & Poor and Morningstar, and charting tools that will keep you informed on your investments and the financial markets.

Alerts and Watchlists: Sign up to receive email alerts on stocks and news items, as well as on trade executions on Canadian, U.S. or Hong Kong exchanges. Create up to 20 watchlists to test and track a personalized investment strategy for your HSBC InvestDirect holdings, securities you hold elsewhere, and securities you are considering.

Interactive Demo and Videos: View journeys such as Equities, Options, Fixed Income, Mutual Funds, ETFs, Investor Tools and an Overview.

With predictive search functionality: Search the company you are interested in by its name or symbol, then pre-populate your order ticket with one simple click.

Global reach – access to 30 domestic and international marketsGlobal trading: HSBC InvestDirect offers online access to all major North American and four major international stock exchanges, including Canada, U.S., Hong Kong, London, Paris, and Frankfurt.

Telephone trading: Customers can access 30 domestic and international markets in North America, China, Japan, Singapore, Australia, Europe and many more.

Multi-currency settlement capability: Settle trades online in multiple currencies to protect against currency risk (select from 10 different currencies). For added convenience, link foreign-currency bank accounts directly to your trading accounts.

Award-winning client service and support4

� Count on the knowledge and expertise of our investment representatives to execute your trades and answer technical questions about our online trading system in English, French, Mandarin and Cantonese.

� HSBC InvestDirect is a multiple-year winner of the prestigious DALBAR Direct Brokerage Service Award4.


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