How to use the Wealth Shopping Cart

Continue building your investment portfolio – no matter where you are.

What's the Wealth Shopping Cart?

If you've discussed investment orders with our experts during your previous financial planning meeting – you don't need to revisit a physical branch to place an order! Simply authorise them to place these products in your Wealth Shopping Cart, and complete your investment order and build the portfolio of your choice – anytime, anywhere and at your own pace.

Please note: Products added to your Wealth Shopping Cart will expire 30 calendar days from the date they are generated or by subscription period, whichever is sooner. To proceed with your orders, you must confirm that your financial circumstances have not changed.

Take me straight to

6 steps to place your order through the Wealth Shopping Cart on HSBC HK App
Tips to use the Wealth Shopping Cart

Step 1. Select Wealth Shopping Cart on HSBC HK App

- Go to 'Wealth'. Under 'Products and services', you'll find 'Wealth Shopping Cart'

Step 2. Select the products of your choice

- You may exclude the products that you don't want to subscribe to by unticking the checkboxes

- Select "Continue to order" to proceed to review relevant documents and order placement

Step 3. Complete the instruction details of your product

- Please tap 'Edit investment details'

- Review the account details and investment details

- Select 'Save'

Step 4. Review important documents

- Review your order details – offering documents, product features and risk disclosures, fees and charges, relevant terms and conditions, and disclaimer, declarations & sales recap – to proceed

- Select 'Agree and Continue'

Step 5. Review order details

- Select 'Place Order Now'

Step 6. And, done!

- Your order is completed! We'll send you an SMS when it is executed

- You can now select 'Back to wealth shopping cart' to check your order

Tips to use the Wealth Shopping Cart

Update Risk Profiling Questionnaire

Ensure that your Risk Profiling Questionnaire and Vulnerable Customer status[@investment-vulnerable-customer] are updated to place your order successfully. Get in touch with our experts if there's a change in your financial circumstances.
Get in touch with our investment experts

Reach out to our investment experts if you'd like to add or remove any product from your cart, or have any enquiries.

Select products based on risk rating

You can select any discussed product that suits your risk appetite.
Complete the purchase within 30 days

Your product selections will remain in the cart for up to 30 calendar days from the generation date provided that your financial circumstances remain unchanged.

Need help?

Reach out to your Relationship Manager or call our hotline for further guidance on using the Wealth Shopping Cart.

HSBC Global Private Banking customers

(852) 2233 3033

HSBC Premier Elite customers

(852) 2233 3033

HSBC Premier customers

(852) 2233 3322

HSBC One customers

(852) 2233 3000

Lines are open 24 hours.

Award-winning products and platform

Bloomberg Businessweek Financial Institution Awards in 2023

"Excellence Award" for:

Wealth Management Platform

The Digital Banker - 2023 Global Retail Banking Innovation Awards

Best Hybrid Wealth Management Offering

Notes

The screen displays are for reference and illustration purposes only.

Making available to you any advertisements, marketing or promotional materials, market information or other information relating to a product or service shall not, by itself, constitute solicitation of the sale or recommendation of any product or service. If you wish to receive solicitation or recommendation from us, please contact us and, where relevant, go through our suitability assessment before transacting. You should carefully consider whether any investment products are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances.

Investment involves risk. Investors should not only base on this material alone to make investment decisions. Please refer to the respective product offering materials for details, including risk factors. The price of investment products may move up or down. Any past performance figures shown are not indicative of future performance. Losses may be incurred as well as profits made as a result of buying and selling investment products.