HSBC InvestDirect

Self-directed
Online Investing
Float like a butterfly, trade like a bee.

*Terms and conditions apply.

1
HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but
separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a Member of the Canadian
Investor Protection Fund. HSBC InvestDirect does not provide investment advice or recommendations
regarding any investment decisions or securities transactions. No investment advice is provided or
suitability review conducted on accounts held at HSBC InvestDirect.
2
Options may involve a high degree of risk and may not be suitable for all investors. Read the Risk
Disclosure Statement for Futures and Options before applying to trade in options (http://www.hsbc.ca/1/
PA_ES_Content_Mgmt/content/canada4/pdfs/personal/terms-conditions-en.pdf).
3
To qualify for HSBC InvestDirect Active Trader pricing of $4.88, customers must: have an active HSBC
InvestDirect accounts and trade 150+ times per quarter.
Active Trader pricing applies to qualified and filled online trades only. Qualified trades are defined, for this
purpose, as equity, ETF’s and option orders executed on the North American exchanges and markets.
Regular commission schedule rates will continue to apply to trades on International markets, telephone
trades, option assignments and exercises.
4
About DALBAR Inc.:
As the world’s premier financial services strategy and operations research firm, DALBAR Inc. helps leading
enterprises develop, build, and operate strong businesses that deliver sustained shareholder value growth.
DALBAR’s proprietary business design techniques, combined with its specialized industry knowledge and
behavioural research expertise, enable companies to anticipate changes in customer priorities and the
competitive environment, and then design their businesses and improve operations to seize opportunities
created by those changes. The firm serves clients in the Americas and Europe.
The annual DALBAR Direct Brokerage Service Award rankings are based on evaluations made over the
calendar year, measuring a company’s quality of performance in product knowledge, professionalism and
their ability to provide value-added service.
1090050-E (2015-05 CT)
Access an integrated suite of research tools and trading capabilities right at your fingertips
with HSBC InvestDirect1.
$6.88* – Pricing that you can count on
Our flat pricing rate of $6.88* on North American online
equity trades, or options2 trades for just $6.88* + $1.25
per contract, allow you to trade with straightforward and
consistent pricing for all of your transactions.
$4.88* – Active Trader Pricing
If you are an Active Trader3, you can trade for as low as
$4.88* on all North American equity trades, or options2
trades ($4.88* + $1.25 per contract) when you trade 150+
times per quarter.
Global reach – access to 30 domestic and
international markets
Global trading: HSBC InvestDirect offers online access
to all major North American and four major international
stock exchanges, including Canada, U.S., Hong Kong,
London, Paris, and Frankfurt.
Telephone trading: Customers can access 30 domestic
and international markets in North America, China, Japan,
Singapore, Australia, Europe and many more.
Multi-currency settlement capability: Settle trades
online in multiple currencies to protect against currency
risk (select from 10 different currencies). For added
convenience, link foreign-currency bank accounts directly
to your trading accounts.
Open an HSBC InvestDirect account today and access
a world of investment opportunities.
Take control with investing tools
and resources
World-class research and tools: Convenient access
to real-time quotes, news and stock reports, such as
Standard & Poor and Morningstar, and charting tools
that will keep you informed on your investments and the
financial markets.
Alerts and Watchlists: Sign up to receive email alerts
on stocks and news items, as well as on trade executions
on Canadian, U.S. or Hong Kong exchanges. Create up to
20 watchlists to test and track a personalized investment
strategy for your HSBC InvestDirect holdings, securities
you hold elsewhere, and securities you are considering.
Interactive Demo and Videos: View journeys such as
Equities, Options, Fixed Income, Mutual Funds, ETFs,
Investor Tools and an Overview.
With predictive search functionality: Search the
company you are interested in by its name or symbol, then
pre-populate your order ticket with one simple click.
Award-winning client service and support4
ŠŠ Count on the knowledge and expertise of our
investment representatives to execute your trades and
answer technical questions about our online trading
system in English, French, Mandarin and Cantonese.
ŠŠ HSBC InvestDirect is a multiple-year winner of the
prestigious DALBAR Direct Brokerage Service Award4.
Click hsbc.ca/trading
Visit your nearest branch
Call 1-800-760-1180