HSBC Brokerage Account Support?

Hello,

I have a rollover IRA with HSBC. I added my HSBC banking account (checking, savings, credit cards) but can't seem to figure out how to add my HSBC brokerage account. Has anyone been able to add an HSBC Brokerage account or even export transactions that can be easily imported?

For what its worth when I open the brokerage account through my main HSBC login I'm redirected to https://hsbcsecurities.netxinvestor.com/nxi/portfolio/overview.

Any tips would be appreciated.

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    I would contact HSBC for confirmation, but by looking at the bank listings (branding), it appears they only support Quicken for Banking/Credit accounts for their US/Canadian banks. There is no listing for investment accounts.

    It is not uncommon for different bank accounts to be/not be supported by Quicken. Most banks are cost conscious.