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Manage your investments

Already investing with HSBC? Learn how to buy, sell and switch your investments, plus get wealth insights.

Buy, sell or switch your investments

If you're already investing with us, we've got all the information you'll need to make your investment choices.

We also offer a hub of analysis and wealth insights to keep you up to date with the latest investment news.

Remember, investing has its downs as well as ups – so you could get back less than you invest.

Investment goals

Discover a smart way to invest and track your long-term goals in the app. Investing carries risk – so you could get back less than you invest.

Eligibility criteria and fees apply.

How to manage your investments

Read our useful guides about the different ways you can set up and manage your investments.


Find out how to set up and manage your investment goals in the app.


Your step-by-step guide to buying, selling and switching funds online.


Learn how to buy and sell shares and manage your investments with your InvestDirect account.


Guide for customers with an existing Child Trust Fund account.


Read our brochure to help you manage your HSBC Onshore Investment Bond.


Useful information to help you manage your flexible retirement account.

Useful resources for investors


A list of fund managers, their value assessments and the funds available through the Global Investment Centre.


We'll help you spot if you need any specialist support before making an investment decision. 

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Policies and disclosures that show how we're supporting the move to a sustainable future.

Any other questions?

If you need help, our specialist teams are here to support you.

For questions about buying and selling funds via our online fund platform, Global Investment Centre, call us:

03456 076 180

Lines are open from 08:00 to 18:00 Monday to Friday, excluding public holidays.

For questions about share dealing via InvestDirect, call us on:

03456 080 848

Lines are open from 07:30 to 19:00 Monday to Friday, excluding public holidays.

Frequently asked questions

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