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Guide to investment goals

We'll explain how to create, track and manage your investment goals in the app.

Everything you need to know about investment goals in the app

From creating a goal to tracking and managing your investment pots – we've got you covered.

Keep in mind that creating an investment goal will help you decide how much to invest, but the value of your investments will go up and down, so you could get back less than you invest. Eligibility criteria and fees apply.

How to create an investment goal

It’s easy to set up your first investment goal if you've got a long-term goal in mind – something to aim for in at least 5 years.

Just open your app and we'll guide you through the steps. Don't have the app? Download it now.

1. Go to your 'Plan' tab

Select the ‘Plan’ tab at the bottom of your home screen. Then choose ‘Investment goals’ > ‘Set up goal’.

2. Choose your goal's category

Once you've got a long-term goal in mind, let us know by choosing the category and naming it.

3. Set targets for your goal

Decide how much money you’d need to reach your goal and when you’d like to achieve it by – at least 5 years.

4. Let us work it out

Set an initial deposit or regular contributions from £1. We’ll work out how much you'd likely need to invest each month to reach it.

How to start investing towards your goal

Once you’ve created a goal, you’ll know how much you'd likely need to invest each month to reach it.

If you're ready to invest, we'll guide you through the app.

What happens next?

After setting up your goal, we'll open you an HSBC Global Investment Centre (GIC) account to hold your investments in – if you don’t already have one, and an uninvested cash account.

Not yet ready to start investing?

Your goal will be saved until you’re ready. You can access it any time from the ‘Plan’ tab > ‘Investment goals’ > 'View all'.

Questions about investing towards a goal

How to manage your investment goals

We'll explain how to track, increase or change your goal at any time in the app.

Track your goal

To increase your investment select 'Buy, or to withdraw money select 'Sell'. You can also choose to set up, amend or cancel your regular contribution.

Add another goal

Select 'Add new goal' to create up to 4 investment goals. Then, you can see them all in one place to help you keep track.

Edit your goal

Select the ‘Plan’ tab > ‘Investment goals’ > 'View all' and choose the goal you'd like to edit.


Then, select the 3 dots at the top right of your screen to change the name, category or targets.

Questions about managing your goals

It's easy to answer your query online. Visit our Help page to find out how.