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Wealth Dashboard FAQs

What is the Wealth Dashboard?

The HSBC Amanah Wealth Dashboard is a holistic online wealth platform with a simple-to-use user interface. It gives you a unified overview of your investment holdings, and also provides performance tracking and analysis, transaction history and market news and insights.

How do I access the Wealth Dashboard?

The HSBC Amanah Wealth Dashboard is only made available for personal banking customers. You can access the dashboard through the link below once you've logged on to HSBC online banking.

Wealth dashboard entry in the personal banking

How do I navigate back to the online banking summary page from the Wealth Dashboard?

Click on 'Internet banking', which is located at the top of the webpage. You will then be directed back to the online banking summary page.

The internet banking button at the top of the wealth dashboard web page

What browser and operating system will support the Wealth Dashboard?

The HSBC Amanah Wealth Dashboard is compatible with the operating systems and browsers below:

Operating System Browser
Windows 7 and above

Internet Explorer

Firefox

Google Chrome

Macintosh (OSX 10 and above) Safari

The HSBC Amanah Wealth Dashboard is compatible with the operating systems and browsers below:

Operating System Windows 7 and above
Browser

Internet Explorer

Firefox

Google Chrome

Operating System Macintosh (OSX 10 and above)
Browser
Safari

What functions does the Wealth Dashboard offer?

In summary, the Wealth Dashboard offers you the following functions:

Function What the function offers
Portfolio view Allows you to view your current investment account and holdings (unit trust funds, structured investments including dual currency investment-i, Sukuk, investment linked Takaful and non-investment linked Takaful)
Market News and Insights These are tailored insights of the market pertaining to your investment holdings. It channels aggregated news and information from Thomson Reuters that are relevant to your investment portfolio.
Analyse and Compare The Asset Allocation function breaks down your investment holdings to provide an in-depth view according to underlying assets, sectors, regions and product types.
Top Holdings Provides an interactive graphical summary of market fluctuations over time pertaining to your investments, giving you the ability to compare a variety of market benchmarks.
Watchlist Allows you to create a watchlist and track the performance of selected unit trust funds, bonds/Sukuk and indices.
Quick Quote Allows you to get information on unit trust fund prices and foreign exchange (FX) rates.

In summary, the Wealth Dashboard offers you the following functions:

Function Portfolio view
What the function offers Allows you to view your current investment account and holdings (unit trust funds, structured investments including dual currency investment-i, Sukuk, investment linked Takaful and non-investment linked Takaful)
Function Market News and Insights
What the function offers These are tailored insights of the market pertaining to your investment holdings. It channels aggregated news and information from Thomson Reuters that are relevant to your investment portfolio.
Function Analyse and Compare
What the function offers The Asset Allocation function breaks down your investment holdings to provide an in-depth view according to underlying assets, sectors, regions and product types.
Function Top Holdings
What the function offers Provides an interactive graphical summary of market fluctuations over time pertaining to your investments, giving you the ability to compare a variety of market benchmarks.
Function Watchlist
What the function offers Allows you to create a watchlist and track the performance of selected unit trust funds, bonds/Sukuk and indices.
Function Quick Quote
What the function offers Allows you to get information on unit trust fund prices and foreign exchange (FX) rates.

Does the Wealth Dashboard refresh with the latest data when I click on the 'Refresh' button?

There could be a delay in some instances as the underlying system is not refreshed immediately from the source system. Please refer to the sources and disclaimers at the bottom of the Wealth Dashboard page for details.

What are the type of investment holdings available in the Wealth Dashboard?

The types of investment products available are unit trust funds, Sukuk, structured investments, dual currency investment-i and investment-linked Takaful / non-investment linked Takaful.

How often are the market values or prices updated?

Different products have different market frequency updates as established below:

  • Unit trust funds: daily
  • Sukuks (local and overseas): daily
  • Structured investments: weekly
  • Deposits: daily

However, the frequency of updates is also subject to batch runs and in some instances, the prices reflected are a few days delayed. Refer to the sources and disclaimers at the bottom of the Wealth Dashboard page for more details.

How is unrealised capital gain/loss calculated?

Unrealised capital gain/loss is calculated as the difference between the current market value and the book cost.

Will I be able to transact based on the market value or the price shown on the Wealth Dashboard?

All market value or prices shown on the Wealth Dashboard are indicative and should only be used as an indication of the market value for your investment holdings. Transacting in a particular wealth product would carry associated transaction costs that are specific to each product. You're advised to refer back to the corresponding product literature for details, or speak to your Relationship Manager for more information.

Does the figure under the unrealised capital gain/loss reflect the exact settlement amount that I will receive after a redemption or a sale?

The unrealised gain/loss reflects the indicative value you'll receive in the event of a redemption or sale. It doesn't factor in exchange rates and associated costs charged during an actual settlement. You're advised to refer back to the corresponding product literature for details, or speak to your Relationship Manager for more information.

How is the unit trust income distribution (dividend) recorded in both realised and unrealised capital gains or losses?

Unit trust dividends are not recorded in realised gains/losses because no cash is received and settled. However, unit trust dividends are recorded under unrealised capital gains (gains are calculated by multiplying current market value by the number of units received) under 'My portfolio'>>'Current holdings'.

Can I view my joint investment or deposits account on the Wealth Dashboard?

Yes. However only joint accounts with an either-to-sign mandate will be displayed. Joint accounts that require an all-to-sign mandate will not be displayed.

Should I be concerned that I'm unable to view transaction details for my savings or current accounts on the Wealth Dashboard?

No, you shouldn't be concerned.

The Wealth Dashboard displays only the latest total amount in your savings and current deposit accounts. To view those account transactions details, you'll need to log on to your online banking page.

Will I be able to view the history of my investment transaction(s) on the Wealth Dashboard?

You can view your investment transaction details dating back to a maximum of 2 years from the current date. If you need further analysis on your investment portfolio, please contact your Relationship Manager.