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Existing investment customers

How to manage your investments

During this volatile period, it’s possible the value of your investments will have fallen. We appreciate this can be unsettling. Yet it’s also normal for markets to react to fast-moving events in this way.  Staying focused on your long-term plans can help you avoid panic selling.

For HSBC analysis of how coronavirus is affecting global markets, visit our Wealth Insights hub. For details of how to access and manage your investments online, please see the pages below.


If you’re registered for our online fund platform, this step-by-step guide can help you buy, sell and switch funds.


If you have a sharedealing account, here’s how to buy and sell shares online.


If your investments have recently, or are soon to be, moved to our Global Investment Centre, here’s how to manage your new account.


If you’ve taken out an investment using our online advice service, log on to track your investment and manage your account.


If you bought a World Selection ISA online, here’s information about your investment and how you can manage your account.


If you hold HSBC Child Trust Fund, here’s a guide to help you manage your investment.


If you have an HSBC Onshore Investment Bond, here’s where you’ll find the brochure and other key investor information.

Coronavirus Frequently Asked Questions

Other information you might be interested in


Confused by the jargon? Morningstar’s directory provides helpful definitions of key words and phrases.


Find out more about Best Execution and view data regarding the quality of our execution.


If you’re considering taking out or cashing in an investment, here’s how we can support you while you’re making financial decisions.

Our Engagement Policy

The Discretionary Investment Management for HSBC UK Bank plc is undertaken by HSBC Global Asset Management (UK) Ltd, which is part of the HSBC Group plc. For details of how HSBC Global Asset Management (UK) engages with investee companies as part of its investment, including voting records, please read its Engagement Policy.

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