HSBC InvestDirect

HSBC InvestDirect -> Wealthica Sync
Production Stable
Accounts Yes
Positions Yes
Transactions Yes
Documents Not supported
Connector ☉Core

 

 

Known Issues

 

Frequent Questions

PENDING NOTIFICATIONS IN HSBC ACCOUNT

We received a few syncing questions from users who are having issues connecting their HSBC account to Wealthica. We investigated and noticed that all users had pending notifications in their HSBC portal, which caused problems when syncing it in Wealthica.

If you experience similar connection issues, please check that all pending notifications are cleared in your HSBC portal, and then try syncing again in your Wealthica account. 

Enhancements (Planned)