Whatever your future holds, create a goal to help you get there
Why create an investment goal?
Create a mix of goals
Manage your goals
Let us work it out
Visualise your goals
How it works
What you can do
Fees and charges
Who can set up a goal?
To set up an investment goal, you'll need to:
- be registered for and have the latest version of the HSBC UK Mobile Banking app
- have an HSBC current account or savings account (excluding the Online Bonus Saver and Fixed-rate Saver)
- be a UK resident with a permanent UK residential address
- be at least 18 years old
- not be a US national/citizen/resident (eg a US passport holder)
Before you start investing
Make sure you've got an emergency fund to fall back on – ideally 3-6 months of expenses. This way you could be less likely to dip into your investment to cover any unexpected costs.
You should also aim to invest for at least 5 years. But, your money isn't locked away if you change your mind – you can sell your investments and access your money within 4 business days.