{
 "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-worldtrader",
  "name": "HSBC WorldTrader",
  "product": null,
  "website": "https://www.hsbc.com.au/investments/products/share-trading/",
  "category": "closed_to_new_clients",
  "checked": "2026-11-07",
  "status_note": "Closed to new customers: HSBC is closing its retail banking business in Australia. Accounts, portfolios and cash holdings are to move to Interactive Brokers Australia, which already runs WorldTrader, \"in the coming months\" (letter and FAQ of 14 October 2026). HSBC has not yet set the transfer date or the deadline for moving to another broker instead, which it says it will give in advance; until the transfer accounts keep trading under current terms through the linked HSBC account (letter of 12 August 2026).",
  "successor_slug": "interactive-brokers",
  "successor_date": null,
  "legal_entity": "Interactive Brokers Australia Pty Limited",
  "entity_note": "Provides the service at the request of HSBC Bank Australia Limited.",
  "authorised_representative_of": null,
  "authorised_representative_no": null,
  "afsl": "453554",
  "abn": "98166929568",
  "acn": null,
  "holding": "custodial",
  "holding_note": "IBA holds assets as custodian and Interactive Brokers LLC is legal owner; the client keeps beneficial ownership. Explicitly not a HIN/CHESS-sponsored account.",
  "asx_coverage": null,
  "asx_coverage_note": null,
  "execution_participant": "Interactive Brokers Australia Pty Limited",
  "clearing_participant": "Interactive Brokers Australia Pty Limited",
  "international_shares": true,
  "brokerage": null,
  "account_fee": null,
  "expected": null,
  "quotes": {
   "brokerage": {
    "text": "Buy shares listed on the ASX for as little as AUD9.90 per trade.",
    "url": "https://www.hsbc.com.au/investments/products/share-trading/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "Buy shares listed on the ASX for as little as AUD9.90 per trade.",
     "url": "https://www.hsbc.com.au/investments/products/share-trading/#:~:text=Buy%20shares%20listed%20on%20the,little%20as%20AUD9.90%20per%20trade.",
     "document_sha256": "e8563340dc67976c52e12fb85364e33900c1480836903bd44ec6d016ae7fb09a",
     "confirmed": "2026-11-13"
    }
   },
   "holding": {
    "text": "All holdings within your HSBC WorldTrader Account will be held by IBA, acting in their capacity as your custodian.",
    "url": "https://www.hsbc.com.au/investments/worldtrader/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "All holdings within your HSBC WorldTrader Account will be held by IBA, acting in their capacity as your custodian.",
     "url": "https://www.hsbc.com.au/investments/worldtrader/#:~:text=All%20holdings%20within%20your%20HSBC,their%20capacity%20as%20your%20custodian.",
     "document_sha256": "db033722f716922d3636e9aeac54eb8242770815db44f22069b1e4a749257bc3",
     "confirmed": "2026-11-13"
    }
   },
   "execution": {
    "text": "HSBC WorldTrader is a service provided by Interactive Brokers Australia Pty Limited ABN 98 166 929 568 and AFSL 453554 (\"IBA\"), at the request of HSBC Bank Australia Limited ABN 48 006 434 162 AFSL 232595 (\"HSBC\"). IBA is a participant of the markets operated by ASX, ASX 24 and Cboe Australia and of the clearing facilities operated by ASX Clear and ASX Clear (Futures).",
    "url": "https://www.hsbc.com.au/investments/worldtrader/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "HSBC WorldTrader is a service provided by Interactive Brokers Australia Pty Limited ABN 98 166 929 568 and AFSL 453554 (\"IBA\"), at the request of HSBC Bank Australia Limited ABN 48 006 434 162 AFSL 232595 (\"HSBC\"). IBA is a participant of the markets operated by ASX, ASX 24 and Cboe Australia and of the clearing facilities operated by ASX Clear and ASX Clear (Futures).",
     "url": "https://www.hsbc.com.au/investments/worldtrader/#:~:text=HSBC%20WorldTrader%20is%20a%20service,Clear%20and%20ASX%20Clear%20%28Futures%29.",
     "document_sha256": "db033722f716922d3636e9aeac54eb8242770815db44f22069b1e4a749257bc3",
     "confirmed": "2026-11-13"
    }
   },
   "status": {
    "text": "You can no longer apply for new products and services.",
    "url": "https://www.hsbc.com.au/investments/products/share-trading/",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "You can no longer apply for new products and services.",
     "url": "https://www.hsbc.com.au/investments/products/share-trading/#:~:text=You%20can%20no%20longer%20apply%20for%20new%20products%20and%20services.",
     "document_sha256": "e8563340dc67976c52e12fb85364e33900c1480836903bd44ec6d016ae7fb09a",
     "confirmed": "2026-11-13"
    }
   },
   "transfer": {
    "text": "your HSBC WorldTrader account, portfolio and cash holdings will move to Interactive Brokers Australia in the coming months.",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-update-faqs.pdf",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "your HSBC WorldTrader account, portfolio and cash holdings will move to Interactive Brokers Australia in the coming months.",
     "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-update-faqs.pdf#page=1",
     "page": 1,
     "document_sha256": "332676438c5f56d884fd80c1453220869a78860e465420afdf7901a738b7a9e9",
     "confirmed": "2026-11-13"
    }
   },
   "transfer_deadline": {
    "text": "If you don’t want to transfer to Interactive Brokers Australia, you’ll need to nominate your preferred broker and submit a stock transfer request through them.",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-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 Interactive Brokers Australia, you’ll need to nominate your preferred broker and submit a stock transfer request through them.",
     "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-transfer-communication-14oct26.pdf#page=1",
     "page": 1,
     "document_sha256": "58c02171096f654ffbeed4a4f8060eda2daccf15a76b10ef85b8a1fad1c65b66",
     "confirmed": "2026-11-13"
    }
   },
   "transfer_notice": {
    "text": "We’ll notify you of the transfer deadline in advance.",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-transfer-communication-14oct26.pdf",
    "checked": {
     "status": "found",
     "at": "2026-11-13T00:45:45+00:00"
    },
    "citation": {
     "quote": "We’ll notify you of the transfer deadline in advance.",
     "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-transfer-communication-14oct26.pdf#page=1",
     "page": 1,
     "document_sha256": "58c02171096f654ffbeed4a4f8060eda2daccf15a76b10ef85b8a1fad1c65b66",
     "confirmed": "2026-11-13"
    }
   }
  },
  "sources": [
   "https://www.hsbc.com.au/content/dam/hsbc/au/docs/investment/worldtrader-fees-and-charges.pdf",
   "https://www.hsbc.com.au/investments/worldtrader/",
   "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-update-communication-12aug26.pdf",
   "https://www.hsbc.com.au/investments/products/share-trading/",
   "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-transfer-communication-14oct26.pdf",
   "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-update-faqs.pdf",
   "https://www.hsbc.com.au/help/important-notices/"
  ],
  "documents": [
   {
    "title": "WorldTrader Fees and Charges",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/investment/worldtrader-fees-and-charges.pdf"
   },
   {
    "title": "HSBC WorldTrader",
    "url": "https://www.hsbc.com.au/investments/worldtrader/"
   },
   {
    "title": "Update on your WorldTrader account (12 August 2026)",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-update-communication-12aug26.pdf"
   },
   {
    "title": "Transfer of your HSBC WorldTrader account to Interactive Brokers Australia (14 October 2026)",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-transfer-communication-14oct26.pdf"
   },
   {
    "title": "Update on HSBC Australia WorldTrader: frequently asked questions (14 October 2026)",
    "url": "https://www.hsbc.com.au/content/dam/hsbc/au/docs/help/hsbc-worldtrader-update-faqs.pdf"
   }
  ],
  "curation_notes": "Brokerage is null because the service is closed to new clients. For existing clients the fees PDF gives 0.11% of trade value, minimum AUD 9.90 per order (incl GST) for monthly trade value AUD 0 to 100,000 (roster figures 9.90 / 11.00 / 55.00 at $1,000 / $10,000 / $50,000). Holdings are explicitly not a HIN or CHESS-sponsored account. The status quote is from the HSBC share trading page. successor_date stays null until HSBC names the transfer date; then set it, and after that date move the category to closed_or_merged. The transfer and deadline notice are listed on HSBC's important notices page.",
  "licence": {
   "afsl": "453554",
   "name": "INTERACTIVE BROKERS AUSTRALIA PTY LTD",
   "abn": "98166929568",
   "acn": null,
   "licensed_since": "2016-07-28",
   "locality": "Sydney NSW 2000",
   "authorisations": {
    "advice_securities": [
     "retail"
    ],
    "custody": [
     "retail"
    ],
    "deal_securities_for_clients": [
     "retail"
    ],
    "market_maker": [
     "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": "Custodial",
  "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-worldtrader/",
  "json": "https://deepalmanac.com/au/finance/stockbrokers/v1/brokers/hsbc-worldtrader.json"
 }
}
