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Wealth on Mobile: your personal Wealth Planner

It's easier than ever to invest and track your portfolio at the tap of a button.

Stay ahead of your finances by discovering new and better ways to grow your portfolio with the new HSBC Malaysia mobile banking feature: Wealth on Mobile, your one-stop wealth management platform. 

Offering you a complete overview of your HSBC holdings, Wealth on Mobile allows you to conveniently manage your funds in real-time, access global market insights and easily make investments in unit trust funds with EZInvest.

To see everything Wealth on Mobile can do for you, download the app and log on today*.

*Wealth Dashboard is also accessible via Online Banking

Key benefits & features

  • A complete approach to wealth management

    A single entry point to access your wealth portfolio. The simple-to-use interface lets you manage all of your HSBC investment holdings, including unit trusts, bonds, sukuk, structured investments and dual currency investments

  • Invest easier and smarter

    Grow your wealth at your pace anytime, anywhere with direct access to EZInvest on your mobile. Start from only RM500 and monthly contributions of RM100 with sales charges as low as 1%1. Plus, access essential foreign exchange data and other wealth services information in one single tab.

  • Make well-informed decisions

    See detailed breakdowns of your portfolio holdings, along with the latest market data2 and global wealth insights to help you make better investment decisions.

  • Instant FX conversion3

    You can view the value of your investment in base currency and your total investments with HSBC Malaysia in Ringgit all on one screen.

Get started

New to HSBC?

Open a new bank account online with us in just 3 simple steps

New to online banking?

Register for HSBC online banking to access the Wealth on Mobile.

Wealth on Mobile demo

Watch the video to learn more about the key features of Wealth on Mobile.

Things you should know

1HSBC Amanah Bank EZInvest 2021 Promotion Terms and Conditions apply. Promotion period: 1 September 2021 until 31 December 2021. This Promotion is open to existing HSBC Bank customers who have active unit trust investment account(s) during the Promotion Period and subscribe into any unit trust funds distributed by HSBC Bank via the EZInvest platform in the HSBC Malaysia mobile banking app.

2Sources of information:

  • Unit Trust Data (including prices) - Morningstar Asia Limited
  • Unit Trust & Bonds/Sukuk Data (market updates) - Refinitiv
  • Bonds/Sukuk Data - Refinitiv
  • Insurance Data - Allianz Life Insurance Malaysia Berhad
  • Takaful Data - FWD Takaful Berhad
  • HSBC Wealth Insights - Refer to the Important Information or Disclaimer of the Insights
  • Structured Investments Data (including indicative MTM values) - HSBC Bank Malaysia Berhad / HSBC Amanah Malaysia Berhad

3Rates used for conversion of foreign currencies to Malaysian Ringgit are indicative only and may differ from rates applied at time of any transactions. It does not take into account any actual foreign exchange transactions that occur during and after settlement.

This material has not been reviewed by the Securities Commission Malaysia (SC).

Related products

 

Invest from your mobile anytime, anywhere.

 

Convert foreign currency with real-time rates.

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