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How to use our Global Investment Centre 

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

Our contact centre hours have temporarily changed. Lines are currently open from 08:00-17:00, Monday to Friday, excluding public holidays. We’re still receiving more calls than usual. Please only call us if it’s urgent so we can help those most in need.”

Global Investment Centre is our online fund platform. This step-by-step guide shows you how to view your account balances and how to buy, sell and switch funds.

You may find it useful to download a copy of this guide to refer to while using your account: How to use our online Global Investment Centre (PDF, 1.54MB).

Remember that when you manage your investments online, you’ll be making your own decisions without advice. To find out about getting investment advice, visit our advice options page

How to access your account

First things first, you need to log on to your Global Investment Centre account.

  1. Log on to online banking as normal
  2. Hover over ‘Investments and Life Events’ located at the top of the page
  3. Click ‘My Wealth Dashboard’ to view your balances and access your full account

How to research funds

Now you’re logged on, you can start researching our full range of funds. 

Start by hovering on ‘Investing’ in the top menu to select ‘Trade funds’. 

If you know the fund you want, you can use ‘Quick search’ to enter the fund name or SEDOL (Stock Exchange Daily Official List) code. Or you can filter by fund provider, category or Morningstar Rating. 

For a side-by-side comparison of performance, ratings and other key considerations, you can select up to 3 funds to compare.

If you’d like to go back to the fund listing page, just click on the ‘Search’ tab.

How to buy funds

When you’re ready to invest, here’s how to place a ‘Buy fund’ order.

1. Select your fund. Once you are logged on hover over ‘Investing’ at the top of the page and select ‘Trade Funds’. You can then use the search function to find the fund you’re interested in investing in. Once you have selected a fund you will be taken to the ‘Fund overview’ tab where you’ll find everything you need to know, including all the documents you need to read before buying the fund. 

2. Place a fund order. When you’re ready to buy, enter the following information into the ‘Place a fund order’ box on the right of the page:

  • Order type: Select ‘Buy’
  • Investment account: This is the account where your investment will be held. Choose your ‘ISA Account’ or ‘General Investment Account’
  • Payment account: Select which HSBC current or savings account you’d like us to take the money from – or if you have cash available in your uninvested cash account, you can use this to buy funds
  • Amount: Enter how much you’d like to invest and click ‘Continue’ 

3. Review. Review the information you’ve entered and check the tick box at bottom of page to confirm you have read the required documents and agree to the terms.

4. Confirmation. You’ll see a confirmation that we’ve received your instruction. 

When you confirm your buy order, we’ll move the amount you’re investing from your chosen HSBC account into your uninvested cash account while we process the purchase. 

Within one business day of purchasing your funds, we’ll send you a contract note. You'll receive this either via the ‘My documents’ section on your online banking or by post.

And within 5 business days, we’ll collect the money from your cash account to complete your purchase. To see value of your shares, go to ‘My summary’ in the top menu, then click on ‘Global Investment Centre’.

To track your buy order, click on the ‘Investments transactions’ tab, then click ‘Order status’.

How to switch funds

If you want to change the balance of investments in your portfolio, you can switch from one fund to another fund. Here’s how to switch funds you’ve chosen yourself. If you want to switch funds you’ve bought through an adviser, please call us. 

1. Find the fund. Click on ‘Account summary’, select ‘My holdings’, find the fund you want to switch from and click ‘Trade’.

2. Place an order. Enter the following information into the box on the right of the page:

  • Order type: Select ‘Switch’
  • Investment account: This displays the account(s) where your fund is held
  • Amount to switch: Select whether you want to ‘Switch all’ of your current fund or ‘Switch part’. If switching a partial amount, enter how much you’d like to switch out: either a GBP amount or an amount of shares. Click ‘Continue’

3. Select a fund to switch to: Either enter the fund name or SEDOL code or use ‘Search for funds’ option, then click ‘Continue’.

4. Review. Review your order and check the tick box at bottom of page to confirm you have read the required documents and agree to the terms.

5. Confirmation. You’ll see a confirmation that we’ve received your instruction. 

Switch trades normally take longer than a buy trade because we need to sell shares from the existing fund before we can purchase shares from the new fund.

Within one business day of switching your funds, we’ll send you a contract note. You'll receive this either via the ‘My documents’ section on your online banking or by post.

To track your switch order, click on the ‘Investments transactions’ tab, then click ‘Order status’.

How to sell funds

Part of managing your own investments is deciding which funds you want to sell and when.

1. Find the fund. Click on ‘Account summary’ and select ‘My holdings’, find the fund you want to sell and click ‘Trade’. 

2. Place an order. Enter the following information into the box on the right of the page:

  • Order type: Select ‘Sell’
  • Investment account: Choose your ‘ISA Account’ or ‘General Investment Account’
  • Amount to sell: Select whether you want to ‘Sell all’ of your current fund or ‘Sell part’. If selling a partial amount, enter how much: either a GBP amount or an amount of shares. Click ‘Continue’

3. Review. Review your order and check the tick box at bottom of page to confirm you have read the required documents and agree to the terms.

4. Confirmation. You’ll see a confirmation that we’ve received your instruction. 

Within one business day of selling your funds, we’ll send you a contract note. You'll receive this either via the ‘My documents’ section on your online banking or by post.

The proceeds of the sale will be paid to your GIC uninvested cash account within 5 business days of us receiving your sell order.

When you sell fund shares from an ISA Account, the cash you receive in your ISA’s cash account stays within your ISA wrapper. This means it retains its tax-efficient status so you can re-invest it into another fund or funds whenever you’re ready.

Remember that if you transfer money out of your ISA’s cash account into a current or savings account, it will lose its tax-efficient status. 

To track your sell order, click on the ‘Investments transactions’ tab, then click ‘Order status’.

How to reactivate an ISA

An ISA can become inactive for a number of reasons including:

  • No subscriptions were made in the previous tax year
  • A declaration to make subscriptions has not yet been completed
  • Your country of residency may have changed

If you’re still eligible to make ISA subscriptions, the quickest and easiest way to reactivate an ISA is by calling us on 03456 076 180. Lines are open from 08:00 to 17:00 Monday to Friday, excluding public holidays. After the call, your GIC ISA will be active once again and you can invest into it up to your yearly ISA subscription limit online.

If you would prefer you can reactivate an ISA by post. Hover over ‘Investing’ and select ‘Re-activate your ISA’. Send us the form entitled ‘ISA Subscription Application’ and we write back to confirm once we have reactivated your ISA.

How to transfer in from other ISAs or providers

You can transfer in the following to your Global Investment Centre account:

  • Cash ISAs
  • Stocks & Shares ISAs with other providers – either cash or fund holdings if we offer same fund on that you hold with the other provider
  • Re-register holdings held outside an ISA (only available if we offer same fund you currently hold with the other provider)

To make a transfer, you’ll need to fill in the relevant transfer form and transfer authority form and post these to us using the address on the forms. You can find the forms by logging on, going to ‘My Wealth Dashboard’, hovering on ‘Investing’ in the top menu and selecting ‘Transfer funds’.

If you don’t have a printer, don’t worry. Just call us and we’ll send the forms to you.

Any questions?

If you’d like more information about your Global Investment Centre account, you can read the key features document  and terms and conditions.  

If you need help, please call us on 03456 076 180. We’ve temporarily reduced our opening hours because of the impact of coronavirus on our call centres. Lines are now open from 08:00 to 17:00 Monday to Friday, excluding bank holidays.

It’s easy to get in touch online. Talk to us directly through our chat channels.