HSBC Wealth Dashboard

In this fast-paced world, it might get overwhelming trying to keep track of your wealth portfolio with conventional tools. Stay on top of your wealth portfolio by consolidating all your holdings with HSBC1 in one platform - HSBC's wealth dashboard.

Features & benefits

  • A holistic approach to wealth management
    Your one-stop online wealth management solution, you can access and monitor your unit trusts, structured investments, bonds, insurance and deposits conveniently in a simple-to-use interface.
  • Make well-informed decisions
    From up-to-date information to holistic overview of your holdings with HSBC, HSBC's wealth dashboard is the platform you may use for reference when you need to make decisions to enhance your wealth.
  • Option to view your foreign currency holdings in home currency2
    Allows you to switch between your foreign currency holdings and Malaysian Ringgit to check the potential returns and holding of your investment in Malaysian Ringgit.
  • Market news
    We provide you with up-to-date news and updates related to your investments from reliable sources3.

Get started

New to HSBC

Sign up for HSBC online banking to access the wealth dashboard.

Existing HSBC customer

Log on to online banking to get started.

Wealth Dashboard demo

View the Wealth Dashboard demo. 

Things you should know

1HSBC refers to HSBC Bank Malaysia Berhad (Company No.127776-V).

2Rates 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.

3Unit Trust Data (including prices) - Morningstar Asia Limited, Unit Trust & Bonds (market updates) - Thomson Reuters, Bonds Data - Thomson Reuters, Insurance data - Allianz Life Insurance Malaysia Berhad.

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