Welcome to the
HSBC Financial Wellness Center
You face financial decisions every day. We hope these interactive digital modules can help support your choices.
Mortgage On
Five Tips to Make Obtaining a Mortgage a Little Easier
What You Need to Know to Get Your Financial House in Order
Student Loans
What You Need to Know Before, During, and After Study
Home search & rewards program*
Planning a move or
just arrived in the U.S.?
To get familiarized with banking in the U.S., we have curated eight educational modules.
Life in a new country offers both opportunities and challenges and stepping into the unknown can be a big leap.
We're here to help support you as you begin your new life, and we'll walk you through some of the steps you may want to take in order to feel at home here.
Past, present or future student?
We are committed to empowering Students both past and present make the right financial decisions. We want students to focus on what really matters, your studies!
We have curated the following playlist to help save you both time and money when managing your finances:
HSBC offers the Modules for educational purposes only and they should not be considered professional or investment advice. While HSBC is pleased to offer the Modules as an educational service to our customers, HSBC does not guarantee, warrant or recommend the opinion or advice or the product and/or services offered or mentioned in these Modules. Any opinions, judgments, advice, statements, services, offers or other information presented within a Modules are those of a third party and not HSBC. For a comprehensive review of your personal finances, always consult with a tax or legal advisor. Neither HSBC, nor any of its representatives may give legal or tax advice.
HSBC does not guarantee the accuracy of the translations of modules provided in a language other than English that maybe provided. If you decide to open an account with HSBC, please be advised that documents related to your accounts will only be available in English and services provided may also only be in English.
For your convenience, HSBC may establish links within these Modules to one or more other websites or blog posts independently operated by third parties. HSBC has no control, oversight or responsibility over any such other websites or contents therein. The existence of any such links shall not constitute a warranty or an endorsement by HSBC of such website, the contents of the websites or the operators of the websites. You access them entirely at your own risk.
HSBC refers to HSBC Bank USA, N.A., HSBC Securities (USA) Inc. and HSBC Insurance Agency (USA) Inc. HSBC Bank USA, N.A. provides banking products and services. HSBC Securities (USA) Inc. provides investment products and services and is an affiliate of HSBC Bank USA, N.A. HSBC Insurance Agency (USA) Inc. provides insurance products and services and is a wholly owned subsidiary of HSBC Bank USA, N.A.
* HomeStory Real Estate Services is a licensed real estate broker. HomeStory Real Estate Services is not affiliated with HSBC, and HSBC is not responsible for the real estate services and rewards program provided by HomeStory Real Estate Services. Obtaining a mortgage from HSBC is optional and not required to participate in HomeStory Real Estate Services’ home rewards program. The borrower may arrange for financing with any lender.
Qualifying for the reward requires utilizing a HomeStory certified real estate agent to complete the real estate buy and/or sell transaction. If you are currently working with a real estate agent, this is not a solicitation. A reward is not available where prohibited by state law, including Alaska, Iowa, Louisiana and Missouri. An agent commission reduction, rebate, and/or credit may be available for sellers in lieu of the reward in Mississippi, Oklahoma, and Oregon and should be discussed with the agent upon enrollment. No reward will be available for buyers in Mississippi, Oklahoma, and Oregon. Rewards in Kansas and Tennessee are required to be delivered by gift card. In Kansas, the reward is set to $1,000 regardless of the sale price of the property. An agent commission reduction may be available for sellers in lieu of the reward in New Jersey and should be discussed with the agent upon enrollment. An agent rebate may be available for buyers in lieu of the reward in New Jersey and should be discussed with the agent upon enrollment.
HomeStory will issue a reward in the form of a check unless otherwise directed by state law and will be sent to the client enrolled in the program within 45 days of closing. Depending on state regulations highlighted above, the reward amount is based on the sale price of the home purchased and/or sold and cannot exceed $6,500 per buy or sell transaction. Real estate agent fees and commissions still apply. Short sale transactions do not qualify for the reward. Employer-sponsored relocations may preclude participation in the reward program offering. HSBC is not responsible for the reward.
If your property is currently listed with a REALTOR®, please disregard this notice. It is not our intention to solicit the offerings of other REALTORS®.
The reward is valid for 18 months from the date of enrollment. After 18 months, you must re-enroll to be eligible for a reward.
Mortgage and home equity products are offered in the U.S. by HSBC Bank USA, N.A. and are only available for properties located in the U.S. Subject to credit approval. Borrowers must meet program qualifications. Programs are subject to change. Geographic and other restrictions may apply. Discounts can be cancelled or are subject to change at any time and cannot be combined with any other offer or discount.
Offer subject to change or cancellation without notice.
The trademarks, logos, and names of other companies, products and services are the property of their respective owners.
Equal Housing Lender