Welcome to the
HSBC Investment Education Center
In today's complex financial world, it is important to have the right foundation to help you make informed decisions. HSBC offers these short educational tools to get you started. Should you need further help, please contact an HSBC financial professional.1
Learn why financial planning is important & how HSBC can help.
HSBC offers the Modules for educational purposes only and they should not be considered professional or investment advice. While HSBC is pleased to offer the Modules as an educational service to our customers, HSBC does not guarantee, warrant or recommend the opinion or advice or the product and/or services offered or mentioned in these Modules. Any opinions, judgments, advice, statements, services, offers or other information presented within a Modules are those of a third party and not HSBC. For a comprehensive review of your personal finances, always consult with a tax or legal advisor. Neither HSBC, nor any of its representatives may give legal or tax advice.
For your convenience, HSBC may establish links within these Modules to one or more other websites or blog posts independently operated by third parties. HSBC has no control, oversight or responsibility over any such other websites or contents therein. The existence of any such links shall not constitute a warranty or an endorsement by HSBC of such website, the contents of the websites or the operators of the websites. You access them entirely at your own risk.
HSBC refers to HSBC Bank USA, N.A., HSBC Securities (USA) Inc. and HSBC Insurance Agency (USA) Inc. HSBC Bank USA, N.A. provides banking products and services. HSBC Securities (USA) Inc. provides investment products and services and is an affiliate of HSBC Bank USA, N.A. HSBC Insurance Agency (USA) Inc. provides insurance products and services and is a wholly owned subsidiary of HSBC Bank USA, N.A.
1 Financial professional refers to Premier Wealth Advisors (PWA), and Premier Relationship Advisors (PRA). PWA/PRAs focus on a full suite of Premier and Advance products and services. Both offer bank products through HSBC Bank USA, N.A., investments and certain insurance products, including annuities, through HSBC Securities (USA) Inc. and traditional insurance products through HSBC Insurance Agency (USA) Inc.