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Apply for a sharedealing account

Key considerations

InvestDirect and InvestDirect Plus doesn’t offer any investment advice. This means we don't give advice on trading shares and we are not required to assess the suitability of this product for you. If you’re not sure about investing, please seek financial advice.

Bear in mind that the value of investments and any income they generate, can go down as well as up, meaning you may get back less than the amount you invest.

You can apply for InvestDirect or InvestDirect Plus if you’re:

  • an HSBC personal current account customer (excludes HSBC Basic Bank Account)
  • registered for online banking
  • a UK resident or UK Crown employee
  • at least 18 years old 


Please note, if you’re a US citizen or US resident, we offer a phone-only sharedealing service. See our key features document (PDF, 223KB) to find out more about how we classify US persons.

Additional information for US persons

Just so you know, we class a ‘US person’ as any of the following:
  • a US citizen
  • a permanent US resident
  • anyone regarded as resident in the US by virtue of time spent there, in line with current laws and regulations

This includes those not currently living in the US.

If you’re a US person, you can’t invest in particular securities because of rules set out by the US Government.

That means you won’t be able to make trades online with InvestDirect. However, you can place trades over the phone and you’ll be charged our lower, online dealing rates. See our rates and fees document (PDF, 141KB) for details. You can also view your investments via our online banking service.

Please read the following documents carefully:

By applying for InvestDirect or InvestDirect Plus, you’re agreeing to our terms so it’s important you read and understand these documents. If you have any questions, please call us on the number below.

Apply for a sharedealing account today

Apply online

It only takes a few minutes and your account will be ready to use within 3 working days.

Log on to online banking, select ‘Products’ at the top of the page, select ‘Apply for Sharedealing’ and follow the on-screen instructions. 

Not an HSBC customer yet?

Not yet registered for online banking?

To trade online, you'll first need to register for online banking. Once you’ve registered, you can apply for your sharedealing account online.

Apply by phone

We’re experiencing very high call volumes at present. If you apply by phone, bear in mind it will take longer to open your account as we’ll need to send you documents to sign and return by post. Please apply online if you can. 

Contact us

03456 080848

Textphone: 03456 088 877

Lines are now open form 07:30 to 19:00, Monday to Friday (excluding public holidays). All calls are recorded.

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