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.

2FA

HSBC has introduced 2 factor authentication. This feature is not yet supported by our connector.

HSBC InvestDirect