Source wording for the promotion. View official source Recorded Invalid Date.
Offer ends December 31, 2026.
Eligible Accounts include Premier checking, Premier Savings, Premier Relationship Savings, Managed Portfolio Account, and Spectrum accounts Your Net New Assets are measured by the net increase in your Eligible Accounts as well as your Baseline Balance from August 31 to December 31, 2026.
“New Assets” means cash and securities not previously held at HSBC.
Terms to Qualify for Tiered Cash Bonus: Client must meet each of the following requirements to qualify for the Tiered Cash Bonus: Hold an open Premier checking account as of August 31, 2026, and keep it open through May 31, 2027. Add New Assets of $50,000 or more into a new or existing Eligible Account(s) by December 31, 2026. Net New Assets must result in an Eligible Account Balance increase of $50,000 or more AND Baseline Balance increase of $50,000 or more from August 31, 2026, to December 31, 2026. Maintain Net New Assets of $50,000 or more through March 31, 2027. Any transfers, deposits, withdrawals or movements of funds will be included in the Net New Assets calculation and will impact eligibility. Be opted-in to receive HSBC marketing emails by March 31, 2027, and remain opted in through May 31, 2027. To opt in, follow the instructions at: https://www.us.hsbc.com/customer-service/opt-in/ Cash Bonus Tier: The cash bonus amount is tiered and determined by the Client meeting and maintaining the required increase in Net New Assets: Increase in Net New Assets: Cash Bonus $50,000-$149,999.99: $500 $150,000-$249,999.99: $1,500 $250,000-$499,999.99: $2,500 $500,000-$999,999.99: $3,500 $1,000,000-$2,499,999.99: $7,000 $2,500,000+: $10,000 We will review your Net New Assets between December 31, 2026, and March 31, 2027, to confirm that you meet the offer requirements. Your cash bonus tier will be based on the lowest Net New Asset increase recorded at any time during that period, even if your balance increases and then drops. New Assets added after December 31, 2026, will not be considered. New Assets will not be impacted by Market fluctuations. If you meet all requirements, we will pay the cash bonus into your Premier checking account by May 31, 2027. Q4 2026 New to Wealth Cash Offer eligibility: Clients who did not have an open Eligible HSBC Securities Account on August 31, 2026, whether as a sole or joint owner, may also be eligible for the Q4 2026 New to Wealth Cash Offer, subject to its Terms and Conditions. Only Net New Assets added to new Eligible Managed Accounts will be counted towards the Net New Assets calculation for this offer’s Tiered Cash Bonus.
Clients participating in the Q4 2026 New Customer Offer or Share the Experience Offer are not eligible for the Q4 2026 Net New Assets Cash Offer.
Q4 2026 New to Wealth Cash Offer Terms and Conditions Offer is available to existing and new Premier5 Footnote link 5 clients who (i) have an open Premier checking account on or before December 18, 2026, AND (ii) did not have an open Eligible Account on August 31, 2026. The offer is valid from September 1, 2026, through and including December 31, 2026 (“Offer Period”). See below for full eligibility details.
“Eligible Account(s)” means a Managed Portfolio Account or Spectrum account (“Eligible Managed Accounts”), or an advised or self-directed brokerage account (“Eligible Brokerage Accounts”), and excludes all retirement accounts (including, without limitation, IRAs, Keogh, SIMPLE IRAs and 401(k) plans).
“New Assets” means cash and securities not previously held at HSBC Securities and determined at HSBC’s discretion.
Terms to Qualify for New-to-Wealth Cash Bonus: Client must meet each of the following requirements to qualify for a New-to-Wealth Cash Bonus: Have an open Premier checking account on or before December 18, 2026, and keep it open through May 31, 2027. Open an Eligible Account from September 1, 2026, through December 18, 2026. Add the required amount of New Assets into the new Eligible Managed Account(s) and/or new Eligible Brokerage Account(s) from September 1, 2026, through December 31, 2026. Eligible Managed Account: New assets: $50,000 or more Cash bonus: $1,000 Eligible Brokerage Account: New assets: $25,000 or more Cash bonus: $500 Maintain New Assets in the Eligible Account(s) through March 31, 2027. Be opted in to receive HSBC marketing emails by March 31, 2027, and remain opted in through May 31, 2027. To opt in, follow the instructions at: https://www.us.hsbc.com/customer-service/opt-in/ Only one cash bonus will be paid per Client under this offer. If a Client meets the New-to-Wealth Cash Bonus requirements for both an Eligible Managed Account and an Eligible Brokerage Account, HSBC will pay the Eligible Managed Account $1,000 cash bonus. We will review your New Assets between December 31, 2026, and March 31, 2027, to confirm that you meet the offer requirements. Your cash bonus will be based on the lowest New Assets increase recorded at any time during that period, even if your balance increases and then drops. New Assets added after December 31, 2026, will not be considered. New Assets will not be impacted by Market fluctuations. If you meet all requirements, we will pay the cash bonus into your Premier checking account by May 31, 2027.
HSBC Private Bank clients are not eligible for this offer.
