Unlock Your Investment Potential: Access Your Portfolio Anytime, Anywhere

In today's fast-paced financial landscape, staying updated on your investments is crucial. With our innovative app, you can effortlessly monitor the performance and activity of your portfolio, no matter where you are. This powerful tool is designed to provide you with real-time insights and essential information at your fingertips.

Key Features of the Investment App

Our app is packed with features that cater to your investment needs. Here’s what you can expect:

1. Comprehensive Asset Information in Hong Kong

Gain immediate access to vital information regarding your assets located in Hong Kong. This feature ensures you are always informed about your investments, allowing for timely decision-making.

2. Up-to-Date Valuations Across All Holdings

Stay ahead of the market with the latest valuations for all your holdings and asset classes. This functionality helps you understand the current worth of your investments, enabling you to strategize effectively.

3. Clear Exposure Identification

Easily identify your exposure by asset class and currency. This feature allows you to assess your portfolio's diversification and risk, ensuring you make informed investment choices.

4. Transaction History at Your Fingertips

View your recent transactions on investment accounts with ease. This transparency helps you track your investment activities and manage your portfolio more effectively.

5. Downloadable Statements and Advice

Access and download the latest statements and investment advice directly from the app. This feature provides you with essential documentation for your records and future reference.

6. Trade Cash Equities and ETFs

Engage in trading Cash Equities and Exchange Traded Funds (ETFs) within major financial markets during exchange trading hours. This capability empowers you to act swiftly on market opportunities.

7. Expert Market Updates and Commentary

Receive market updates and insightful commentary from our Chief Investment Officers, along with independent research from HSBC Global Research and renowned third-party analysts. Stay informed with expert opinions that can guide your investment strategies.

8. Alerts and Notifications

Set up alerts and notifications related to your portfolio. This feature ensures you never miss important updates or changes, keeping you in control of your investments.

Getting Started with the App

To log into the app, you must first register on our Internet Banking website. If you haven't registered yet, please visit the following link: HSBC Private Banking Registration.

Important Information for Users

This app is exclusively provided by The Hong Kong and Shanghai Banking Corporation Limited, Private Banking division (PBHK), for the use of existing customers only. If you are not an existing customer of PBHK, please refrain from downloading this app.

As a licensed bank and registered institution under the Hong Kong Monetary Authority and the Hong Kong Securities and Futures Commission, we prioritize your security and compliance. However, please note that PBHK may not be authorized or licensed in other countries for the services and products available through this app. We cannot guarantee that the services and products offered are authorized for use in other jurisdictions.

This app is not intended for download or use by individuals in jurisdictions where such actions would violate local laws or regulations. The information provided through the app is not meant for individuals located in or residing in areas where the distribution of such material may be considered marketing or promotional, especially where such activities are restricted.

Conclusion

With our app, you can take control of your investments like never before. Access critical information, trade seamlessly, and stay informed with expert insights—all from the convenience of your mobile device. Embrace the future of investment management and unlock your portfolio's potential today!