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HSBC My Investment

HSBC’s My Investment service is only available to bank customers. It has a one-off advice fee of 0.5%, which is only payable if an investment is made.

The retail banking giant’s platform offers both standard and sustainable portfolios through ISAs with a mix of investments managed on the customer’s behalf.

After answering a series of questions, customers are sent a personalised investment recommendation report which will recommend an HSBC investment tailored to their needs.

There is an annual maintenance charge of around 0.49% a year to cover the running of the investments.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior pensions & SIPPs Other

Table of charges

Platform charges Product charges Other charges
One off advice charge 0.5% of the initial amount invested (if monthly payments are being made it will be on the value of 12 months of contributions)
Annual maintenance charge 0.49%

Research, tools and information

Advice, help and contact

Live chat and telephone help.


Online articles on investing.

Minimum investments

Lump-sum Top-ups Monthly
Minimum of £1,000. Top-ups allowed at any time. Minimum of £50 per month.

Compare + Invest review of HSBC My Investment

Products & wrappers Research & guidance Charges Overall rating

This is the high street giant’s share-dealing and investing platform, which is only available for HSBC customers. It requires minimum investments of £50. Everything is done from internet banking or the app, which means it’s single sign on and easy to set up an account.

Our review of HSBC My Investment

We like the online articles on investing and the live chat function is good but a few more communication options wouldn’t go amiss.