- Open an investment services account (with account suffix 380) with HSBC via Business Internet Banking or visiting any HSBC Business Banking Centre if you do not have one.
- Duly complete the following forms and submit them via Business Internet Banking.
- W form as required by the U.S. Internal Revenue Service (Download the W form and Guidance for Completion)
- Agreement for Market Data Display Services (‘AMDS’) as required by NYSE
- Terms and conditions applicable to U.S. Stock Trading
Note: Please seek your own independent professional advice for filling out the W form and the NYSE Market Data Agreement where necessary.
Log on to HSBC Business Internet Banking to manage your U.S. stock portfolio.