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Wealth Dashboard

HSBC Premier Wealth Dashboard

Keep on top of your finances easily by consolidating all your holdings with HSBC1 with the HSBC Wealth Dashboard. This easy-to-use tool means you only need a single log-on to access and monitor unit trusts, structured investments, bonds, insurance and deposits. You can view foreign currency holdings in Malaysian Ringgit2 to check potential returns too.

Your dashboard also contains up-to-date news and updates on your investments from reliable sources3. HSBC’s wealth dashboard is the platform you may use for reference when you need to make decisions to enhance your wealth.

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.

It's easy to get set up

Log on to internet banking to get started.

Sign up for online banking to access your Wealth Dashboard.

HSBC Premier eligibility criteria

There are several ways to qualify for HSBC Premier including: 

  • Total Relationship Balance1 of at least RM200,000 at all times
  • Premier Mortgage2 Minimum home loan of RM1,000,000
  • Premier by Perks@Work3 Minimum monthly salary of RM16,500 credited continuously each month into HSBC account in Malaysia

Read full details.

A HSBC Premier Account fee of RM150 (and applicable tax, if any) will be applied for the month if you do not meet the Premier eligibility criteria. 
 

1Total Relationship Balance includes any: Deposits in Current Account/-i, Savings Account/-i, Time Deposits, Term Deposits/-i, and/or investments in Unit Trust funds/ Shariah-compliant Unit Trust funds, Structured Investments/-i, Dual Currency Investments/-i and/or Direct Retail bond, and/or Cash value from Family Takaful/ Life Insurance products with investment-linked and savings components.

2Account fee waiver until full and final settlement of home loan/ financing.

3Account fee waiver as long as you fulfil the qualification criteria.

Apply for HSBC Premier

Apply online

Complete the online form and find out more about what HSBC Premier can do for you.

Apply by phone

Call us on 1 300 88 9393 (local)

or +603 8321 5222 (overseas call collect)

Apply in branch

Find your nearest branch and apply for HSBC Premier in person.

Things you should know

HSBC Premier Eligibility Full Details

Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Qualification Criteria Premier Fee waiver period
Premier in One, Premier in All (P1PA) Hold an HSBC Premier account anywhere else in the world For as long as you/ your company hold the HSBC/ HSBC Amanah relationship stated in the immediate column to the left.
Premier Group Private Banking (GPB) Hold an HSBC Group Private Banking account anywhere else in the world
Premier Global Banking and Markets (GBM) Director, Partner or Senior Manager of selected companies which have relationship with HSBC/HSBC Amanah Global Banking and Markets (GBM)
Premier Mortgage*

* Opening of HSBC Premier Account is not mandatory while you can enjoy personalized services from a dedicated Premier Relationship Manager or Premier Associate. To unlock the full range of Premier Benefits, you need to open an HSBC Premier Account.
Have a minimum housing loan/financing amount of RM1,000,000 Until full and final settlement of home loan/financing
Premier by Perks@Work Minimum monthly salary of RM16,500 credited continuously each month into HSBC/HSBC Amanah Account/-I in Malaysia For as long as you fulfil the qualification criteria stated in the immediate column to the left
Premier CMB Director or Business owner of a corporate with Commercial Banking relationship with HSBC/HSBC Amanah 24 months
Premier Family Going abroad to further studies and currently under the age of 25 years old with parent or legal guardian holding a qualified HSBC Premier/HSBC Amanah Premier in Malaysia 60 months

Things you should know

HSBC Premier Eligibility Full Details

Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Premier in One, Premier in All (P1PA)
Qualification Criteria Hold an HSBC Premier account anywhere else in the world
Premier Fee waiver period For as long as you/ your company hold the HSBC/ HSBC Amanah relationship stated in the immediate column to the left.
Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Premier Group Private Banking (GPB)
Qualification Criteria Hold an HSBC Group Private Banking account anywhere else in the world
Premier Fee waiver period
Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Premier Global Banking and Markets (GBM)
Qualification Criteria Director, Partner or Senior Manager of selected companies which have relationship with HSBC/HSBC Amanah Global Banking and Markets (GBM)
Premier Fee waiver period
Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Premier Mortgage*

* Opening of HSBC Premier Account is not mandatory while you can enjoy personalized services from a dedicated Premier Relationship Manager or Premier Associate. To unlock the full range of Premier Benefits, you need to open an HSBC Premier Account.
Qualification Criteria Have a minimum housing loan/financing amount of RM1,000,000
Premier Fee waiver period Until full and final settlement of home loan/financing
Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Premier by Perks@Work
Qualification Criteria Minimum monthly salary of RM16,500 credited continuously each month into HSBC/HSBC Amanah Account/-I in Malaysia
Premier Fee waiver period For as long as you fulfil the qualification criteria stated in the immediate column to the left
Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Premier CMB
Qualification Criteria Director or Business owner of a corporate with Commercial Banking relationship with HSBC/HSBC Amanah
Premier Fee waiver period 24 months
Exceptional Entry Criteria for HSBC Premier/HSBC Amanah Premier Premier Family
Qualification Criteria Going abroad to further studies and currently under the age of 25 years old with parent or legal guardian holding a qualified HSBC Premier/HSBC Amanah Premier in Malaysia
Premier Fee waiver period 60 months