HSBC Invest: Closed to new clients
Closed to new applications. As HSBC closes its Australian retail banking business, HSBC Invest accounts and portfolios move to Bell Direct, run by the same firm (Third Party Platform), on 21 November 2026. A client who does not want to move must ask another broker for a stock transfer by 13 November 2026. TPP stays the sponsoring CHESS broker and clients keep their HIN (HSBC's FAQ of 17 September 2026 and letter of 14 October 2026).
Accounts move to Bell Direct on 21 November 2026.
“We are no longer accepting new applications for HSBC Invest.”
Source: hsbc.com.au/investments/hsbc-invest/ · Confirmed on the broker's page on 13 November 2026.
“your HSBC Invest account and portfolio will be transferred to TPP’s online share trading platform, Bell Direct, on 21 November 2026.”
Source: hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf · Confirmed on the broker's page on 13 November 2026.
“If you don’t want to transfer to Bell Direct you’ll need to nominate your preferred broker and submit a stock transfer request by no later than 13 November 2026.”
Source: hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-transfer-communication-14oct26.pdf · Confirmed on the broker's page on 13 November 2026.
“No. TPP will continue to be your sponsoring CHESS broker, and you will retain your HIN.”
Source: hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf · Confirmed on the broker's page on 13 November 2026.
- Website
- hsbc.com.au/investments/hsbc-invest/
- Legal entity
- Third Party Platform Pty Ltd
- Documents
- HSBC Invest · Financial Services Guide (Third Party Platform Pty Ltd) · Terms and Conditions · HSBC Online Share Trading · Update on HSBC Invest: frequently asked questions (17 September 2026) · Your HSBC Invest account will transfer to Bell Direct (14 October 2026)
- Record re-read by hand
- 7 November 2026
What the broker says
Brokerage
“$19.95 per trade up to $20,000”
Source: hsbc.com.au/investments/hsbc-invest/ · Confirmed on the broker's page on 13 November 2026.
Holding
“Your investments are held in your name with CHESS”
Source: hsbc.com.au/investments/hsbc-invest/ · Confirmed on the broker's page on 13 November 2026.
Execution
“You acknowledge that Third Party Platform Pty Ltd (“TPP”) will perform all execution, clearing and settlement functions for market transactions entered into on your trading account.”
Source: sharetrading.hsbc.com.au/file.type?src=G0ZOFkTmc4Y1A35iTufY3Q%3d%3d&type=brand&f=1 · Confirmed on the broker's page on 13 November 2026.
Licence
- AFS licence
- 314341 · THIRD PARTY PLATFORM PTY LTD
- ABN
- 74121227905
- Licensed since
- 28 September 2007
- Principal business
- Melbourne VIC 3000
- Authorised to
- Buy and sell securities for clients (retail clients)
- Hold assets for clients (custody) (retail clients)
- Advise on securities (retail clients)
From ASIC's AFS Licensee dataset, release of 11 November 2026, Creative Commons Attribution 3.0 Australia.
Sources
- sharetrading.hsbc.com.au/tradenow/
- hsbc.com.au/investments/products/share-trading/
- hsbc.com.au/help/important-notices/
Deep Almanac is a secondary source and this page is provided for general information and reference. It is not financial, investment, legal, valuation, educational or other professional advice, and it is not a substitute for checking the original source. Brokerage is read from each broker's own pages by hand and re-checked daily, so a price change can take a day to appear, and a broker can charge differently from its standard online rate. You are responsible for any decision you or your software makes in reliance on this page. See our terms of use.