{
 "dataset": "Australian online stockbrokers",
 "source": "Each broker's own pricing page, Financial Services Guide and terms (brokerage, CHESS sponsorship or custody, execution and clearing); ASIC's Australian Financial Services Licensee register on data.gov.au (licence, ABN, authorisations)",
 "licence_note": "Brokerage a broker charges in US dollars is converted at the Reserve Bank of Australia's 4pm AUD/USD rate (CC BY 4.0, source: Reserve Bank of Australia). The licence fields are from ASIC's AFS Licensee dataset on data.gov.au, published under the Creative Commons Attribution 3.0 Australia licence. Brokerage, holding model, execution and clearing are facts read from each broker's own published pages, and every one carries the URL and the sentence it was read from. Brokerage is the standard online rate for one ASX trade; it changes without notice and some brokers price differently for frequent traders, other settlement accounts or phone orders. This is reference data, not advice about which broker to use.",
 "broker": {
  "slug": "hsbc-invest",
  "name": "HSBC Invest",
  "product": "HSBC Invest (formerly HSBC Online Share Trading)",
  "website": "https://www.hsbc.com.au/investments/hsbc-invest/",
  "category": "closed_to_new_clients",
  "checked": "2026-11-07",
  "status_note": "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).",
  "successor_slug": "bell-direct",
  "successor_date": "2026-11-21",
  "legal_entity": "Third Party Platform Pty Ltd",
  "entity_note": "Provided by Third Party Platform Pty Ltd (Bell Financial Group subsidiary, trading elsewhere as Bell Direct) for HSBC Bank Australia Limited customers. Separate from HSBC WorldTrader (Interactive Brokers), which is already in the dataset.",
  "authorised_representative_of": null,
  "authorised_representative_no": null,
  "afsl": "314341",
  "abn": "74121227905",
  "acn": null,
  "holding": "chess",
  "holding_note": "HSBC says investments are held in the client's name with CHESS; TPP is the sponsoring broker under the terms.",
  "asx_coverage": null,
  "asx_coverage_note": null,
  "execution_participant": "Third Party Platform Pty Ltd",
  "clearing_participant": "Third Party Platform Pty Ltd",
  "international_shares": false,
  "brokerage": null,
  "account_fee": null,
  "expected": null,
  "quotes": {
   "brokerage": {
    "text": "$19.95 per trade up to $20,000",
    "url": "https://www.hsbc.com.au/investments/hsbc-invest/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "$19.95 per trade up to $20,000",
     "url": "https://www.hsbc.com.au/investments/hsbc-invest/#:~:text=%2419.95%20per%20trade%20up%20to%20%2420%2C000",
     "document_sha256": "a748c94f7ece31698ffa10fc0264bfd83c875ddcbc5394bafb9b780758cb9ec2",
     "confirmed": "2026-11-13"
    }
   },
   "holding": {
    "text": "Your investments are held in your name with CHESS",
    "url": "https://www.hsbc.com.au/investments/hsbc-invest/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "Your investments are held in your name with CHESS",
     "url": "https://www.hsbc.com.au/investments/hsbc-invest/#:~:text=Your%20investments%20are%20held%20in%20your%20name%20with%20CHESS",
     "document_sha256": "a748c94f7ece31698ffa10fc0264bfd83c875ddcbc5394bafb9b780758cb9ec2",
     "confirmed": "2026-11-13"
    }
   },
   "execution": {
    "text": "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.",
    "url": "https://www.sharetrading.hsbc.com.au/file.type?src=G0ZOFkTmc4Y1A35iTufY3Q%3d%3d&type=brand&f=1",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "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.",
     "url": "https://www.sharetrading.hsbc.com.au/file.type?src=G0ZOFkTmc4Y1A35iTufY3Q%3d%3d&type=brand&f=1#page=1",
     "page": 1,
     "document_sha256": "83ab5bb9e67885258222e616b7ecebf963fc3155fd7a80ead3ab3cba9808ecb8",
     "confirmed": "2026-11-13"
    }
   },
   "status": {
    "text": "We are no longer accepting new applications for HSBC Invest.",
    "url": "https://www.hsbc.com.au/investments/hsbc-invest/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "We are no longer accepting new applications for HSBC Invest.",
     "url": "https://www.hsbc.com.au/investments/hsbc-invest/#:~:text=We%20are%20no%20longer%20accepting%20new%20applications%20for%20HSBC%20Invest.",
     "document_sha256": "a748c94f7ece31698ffa10fc0264bfd83c875ddcbc5394bafb9b780758cb9ec2",
     "confirmed": "2026-11-13"
    }
   },
   "transfer": {
    "text": "your HSBC Invest account and portfolio will be transferred to TPP’s online share trading platform, Bell Direct, on 21 November 2026.",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "your HSBC Invest account and portfolio will be transferred to TPP’s online share trading platform, Bell Direct, on 21 November 2026.",
     "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf#page=1",
     "page": 1,
     "document_sha256": "463b6b8b0c20f8ca1a5643a5896c1655bf5a3f0a86772bd8051609cd151a41fe",
     "confirmed": "2026-11-13"
    }
   },
   "transfer_deadline": {
    "text": "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.",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-transfer-communication-14oct26.pdf",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "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.",
     "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-transfer-communication-14oct26.pdf#page=1",
     "page": 1,
     "document_sha256": "8a584b09e759c00453a0785010fd53666f3f8b0cf05b6450351d809d64b61e09",
     "confirmed": "2026-11-13"
    }
   },
   "transfer_hin": {
    "text": "No. TPP will continue to be your sponsoring CHESS broker, and you will retain your HIN.",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "No. TPP will continue to be your sponsoring CHESS broker, and you will retain your HIN.",
     "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf#page=2",
     "page": 2,
     "document_sha256": "463b6b8b0c20f8ca1a5643a5896c1655bf5a3f0a86772bd8051609cd151a41fe",
     "confirmed": "2026-11-13"
    }
   }
  },
  "sources": [
   "https://www.hsbc.com.au/investments/hsbc-invest/",
   "https://www.sharetrading.hsbc.com.au/",
   "https://www.sharetrading.hsbc.com.au/tradenow/",
   "https://www.sharetrading.hsbc.com.au/file.type?src=06fViZJe03LkQq%2fzxKdkBw%3d%3d&type=brand&f=1",
   "https://www.sharetrading.hsbc.com.au/file.type?src=G0ZOFkTmc4Y1A35iTufY3Q%3d%3d&type=brand&f=1",
   "https://www.hsbc.com.au/investments/products/share-trading/",
   "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf",
   "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-transfer-communication-14oct26.pdf",
   "https://www.hsbc.com.au/help/important-notices/"
  ],
  "documents": [
   {
    "title": "HSBC Invest",
    "url": "https://www.hsbc.com.au/investments/hsbc-invest/"
   },
   {
    "title": "Financial Services Guide (Third Party Platform Pty Ltd)",
    "url": "https://www.sharetrading.hsbc.com.au/file.type?src=06fViZJe03LkQq%2fzxKdkBw%3d%3d&type=brand&f=1"
   },
   {
    "title": "Terms and Conditions",
    "url": "https://www.sharetrading.hsbc.com.au/file.type?src=G0ZOFkTmc4Y1A35iTufY3Q%3d%3d&type=brand&f=1"
   },
   {
    "title": "HSBC Online Share Trading",
    "url": "https://www.sharetrading.hsbc.com.au/"
   },
   {
    "title": "Update on HSBC Invest: frequently asked questions (17 September 2026)",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-update-faqs.pdf"
   },
   {
    "title": "Your HSBC Invest account will transfer to Bell Direct (14 October 2026)",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-invest-transfer-communication-14oct26.pdf"
   }
  ],
  "curation_notes": "Closed to new clients, so brokerage and expected are null. For existing clients the HSBC Invest fee table gives online trades at $19.95 up to $20,000 and 0.11% over $20,000, GST inclusive ('All fees and changes listed on this page are inclusive of GST.'), which would be 19.95 / 19.95 / 55.00 at $1k/$10k/$50k. international_shares false: the HSBC Invest page lists only ASX shares, ETFs, bonds, warrants and managed funds; HSBC points new investors to WorldTrader for global trading. Not a TPP-only brand: the old sharetrading.hsbc.com.au site still carries the 'HSBC Online Share Trading' name. The category stays closed_to_new_clients until the move: after 21 November 2026 it becomes closed_or_merged (successor_date is then in the past and the page already says the accounts moved). The 14 October letter's first sentence has a stray gap in its text layer ('TPP ’s'), so the dated quote is the FAQ's.",
  "licence": {
   "afsl": "314341",
   "name": "THIRD PARTY PLATFORM PTY LTD",
   "abn": "74121227905",
   "acn": null,
   "licensed_since": "2007-09-28",
   "locality": "Melbourne VIC 3000",
   "authorisations": {
    "advice_securities": [
     "retail"
    ],
    "custody": [
     "retail"
    ],
    "deal_securities_for_clients": [
     "retail"
    ]
   },
   "source": {
    "dataset": "ASIC AFS Licensee dataset",
    "url": "https://data.gov.au/data/dataset/asic-afs-licensee",
    "release": "https://data.gov.au/data/dataset/ab7eddce-84df-4098-bc8f-500d0d9776d1/resource/d98a113d-6b50-40e6-b65f-2612efc877f4/download/afs_lic_202611.csv",
    "last_modified": "2026-11-11T20:51:07.739275",
    "licence": "Creative Commons Attribution 3.0 Australia"
   },
   "disagreements": []
  },
  "category_label": "Closed to new clients",
  "holding_label": "CHESS-sponsored",
  "prices": null,
  "prices_native": null,
  "fx": null,
  "plans": [],
  "etf_brokerage": null,
  "etf_prices": null,
  "etf_sell_prices": null,
  "page": "https://deepalmanac.com/au/finance/stockbrokers/hsbc-invest/",
  "json": "https://deepalmanac.com/au/finance/stockbrokers/v1/brokers/hsbc-invest.json"
 }
}