HSBC Digital Starter Kit

Together we thrive
Contents
Get Started
How to register

Click one to begin:

1 On your browser, go to www.hsbc.com.ph and click Register
Get started
How to register
Secure Key benefits & how to order 2 Click Register now
Setting up your Secure Key
Logging In
After reading the Terms & Conditions, click the tick box to accept.
Move Money 3
Local Click Continue.
International
to Saved Payees
Choose your Registration Method:
Pay Bills • Phone Banking Number + Phone Banking PIN
Global View • ATM/Debit Card Number (Primary) +
Global Transfers 4 Issue Number + ATM PIN

• Credit Card Number + Cash Advance PIN

Order a Chequebook
Send a Secure Message Click Continue.

View e-Statements
Create your unique username, memorable question and
Request for your PIN 5 password. Click Continue.
Apply for new products Savings | Term Deposits | Credit Card

Troubleshooting 6 Set up two security questions and answers. Click Continue.

Resetting your log-in details
Unable to transfer
Replacing your Secure Key 7 You've successfully registered. Now you can order your Secure Key.
With Secure Key vs. Without Secure Key
Get Started 5

Secure Key

Benefits of having your Secure Key How to order

Your Secure Key is your best tool to protect your finances. Free when you register to online banking, just follow these steps to have your own:

Enhanced security against online fraud

Provides an extra layer of protection with two-factor authentication to 1 Log in to your account at www.hsbc.com.ph using your memorable answer
log in and perform sensitive transactions like moving money to and password (Without Secure Key type of log on).
third parties.

Peace of mind 2 Click on your name at the top Menu bar then click Manage Secure Key.
Now protecting more transactions and constantly validating only you
are making them.

3 Follow the on-screen instructions to place an order and choose between picking it up
Small and portable at one of our branches or having it delivered to you.
Smaller than a credit card and slimmer than the previous Secure Key, it should easily slide into
your pocket or wallet.

Easy-to-use 4 Once you receive your Secure Key, prepare to set it up.
Just switch it on, enter your Secure Key PIN, and it'll give you a unique, one-off six digit
passcode to use each time you log on.

Home
Get Started 7

Setting up your Secure Key

www.hsbc.com.ph

Activate your Secure Key

1. Enter your activation code All fields are required

Please enter your activation code below.

1 After you register for online banking, log in to your account at www.hsbc.com.ph and
simply follow the on-screen instructions to begin setting up your HSBC Secure Key. Activation code

Generate an activation code now.

You will be led to the Activate your Secure Key page. Click on Generate an
2 activation code now (this will be sent to your registered mobile number) and enter
the code on the field.
2. Enter your serial number
Your serial number is on the back of your Secure Key in the lower left corner.

3 Enter your device's serial number found at the back. Enter your serial number ... ...

4 Create your
Enter a 6-digit PIN of your choice. This Confirm your PIN by re-entering it
Secure Key PIN. Turn on your device by pressing and holding into the device. You'll then see NEW
PIN will be your password everytime
. New PIN will be displayed on screen. you use the device. After you enter PIN CONF and HSBC displayed on
your PIN, PIN CONF will be displayed screen. Your device is now ready to
on screen. Press to continue. generate a security code.

Tip: The Secure Key does not have an

off button. After 30 seconds of inactivity, Tip: If unsuccessful, press to
the device will automatically switch off. return to Step 1

www.hsbc.com.ph

5 Generate a security code by clicking on while the screen displays HSBC.

Enter the code on the field. Click Continue. 4. Generate a security code

With your Secure Key turned on and HSBC displayed

on the screen, press the green button to generate
Enter security code
a security code.

Click here for more information.

Home
Get Started 9
Set up SMS alerts to keep up to date with your account. After logging in, just select the
Logging in drop-down next to your name at the top menu bar. Select Notification settings to see and
choose your options. HSBC Advance and Credit Card customers get 3 free alerts per month
There are two ways you can log in. while HSBC Premier customers get 5, and all succeeding alerts are charged at PHP2 each.

With your Secure Key Without your Secure Key

Here you'll need your memorable answer and Secure Key PIN to log in. Here you'll need your memorable answer and password to log in.

www.hsbc.com.ph www.hsbc.com.ph

1 Log in to your account at 1 Log in to your account at

www.hsbc.com.ph with www.hsbc.com.ph with
your username. your username.

Click the With Secure Key Click the Without Secure

2 2
tab. Key tab.

Follow the on-screen Follow the on-screen

instructions to input your www.hsbc.com.ph
instructions to input your
3 3
www.hsbc.com.ph

memorable answer and memorable answer and

security code. password.

4 Click Continue. 4 Click Continue.

We recommend using your Secure Key when you log in so you can do any transaction that you need to do
online successfully. Click here to find out what you can do with and without your Secure Key.
Home
Move Money
10 HSBC Premier HSBC Premier 11

Home
Move Money HSBC Premier 13

Local Transfers on your browser www.hsbc.com.ph

Click here for Local Transfers on your app

www.hsbc.com.ph

1 Log in to www.hsbc.com.ph
using your Secure Key. XXXXXX

XXXXXX

Fill out the rest of the

From the My Banking required information
2 menu, click New payment 5 (including Branch Name for
or transfer. Other local bank transfers).

PATRICK CRUZ

Choose the account you'll

www.hsbc.com.ph Follow the on-screen
instructions to generate
3 send money from then click 6 the security code.
New Payee, then Person.
Click Continue.

Go to Account type and XXXXXX

choose the category of the

4 account you're transferring to: 7 Review the details
HSBC Bank Account, HSBC then click Confirm.
Credit Card or Other Local
Bank (if transferring to an HSBC
Philippines Account, choose
Other local bank).

Tip: Check the Save to my payees box to

add the account to your My Payees list.
Click here for a list of Other Local Banks you can transfer to.
Home
Move Money HSBC Premier 15

Local Transfers on the app

Download the app here

1 2 3 4 5

Open the HSBC Mobile Choose the account you'll Tap on My payees Go to Account type and Fill out the rest of the
Banking app and log in send money from then tap then Add a person. choose the category of the required information
using your Secure Key. Select account. account you're transferring to: (including Branch Name
Tap Pay bills/Make a HSBC Bank Account, HSBC for Other local bank
transfer at the bottom of Credit Card or transfers).
Other Local Bank. 6
the home screen.

Follow the on-screen

instructions to generate
the security code.
Tap Continue.

Review the details

then tap Confirm.
XXXXXX

Tip: Tick the Add to

my payees box to add
the account to your
My Payees list.

(if transferring to an HSBC Philippines

Click here for a list of Other Local Banks you can transfer to. Account, choose Other local bank)
Home
Move Money HSBC Premier 17

International Transfers on your broswer

www.hsbc.com.ph

Click here for International Transfers on your app

Ready the correct details needed to make sure your international transfer is a success.
Ask your beneficiary to provide you with the IBAN or Swift Code of the receiving bank if the receiving bank requires it.

www.hsbc.com.ph

1 Log in to www.hsbc.com.ph
using your Secure Key.

Fill out the rest of the

required information. Key
From the My Banking in the IBAN (at the Account
2 menu, click New payment 5 Number field) or Swift Code
or transfer. (at the Other Details field) if
the receiving bank requires it.

Choose the account you'll

www.hsbc.com.ph Follow the on-screen
instructions to generate
3 send money from then 6 the security code.
click New Payee, then
Person. Click Continue.

XXXXX BANK

4 Search and select the 7 Review the details

Country, City and Bank then click Confirm.
Name & Branch.

Tip: Remember to choose the correct

currency when writing the amount.
For a list of cut off and processing times per currency, click here.
Home
Move Money HSBC Premier 19

International Transfers on the app

Ready the correct details needed to make sure your international transfer is a success.
Ask your beneficiary to provide you with the IBAN or Swift Code of the receiving bank if the receiving bank requires it.
Download the app here

1 2 3 4

Open the HSBC Mobile Choose the account you'll Tap on My payees Search and select the Country you are transferring to
Banking app and log in send money from then tap then Add a person. then fill out the rest of the required information
using your Secure Key. Select account. (including the City and Bank Name & Branch). Key in the
Tap on Pay bills/Make a IBAN (at the Account Number field) or Swift Code (at the
transfer at the bottom of Other Details field) if the receiving bank requires it.
5
the home screen.

Follow the on-screen

instructions to generate
the security code.
Tap Continue.

Review the details

then tap Confirm.

XXXXX BANK COLLINS ST MELBOURNE

Tip: Remember to
choose the correct
XXXXXX
currency when writing
the amount.

For a list of cut off and processing times per currency, click here.
Home
Move Money On the app
Download the app here
21

to Saved Payees
Open the HSBC Mobile Banking app Choose the account you'll Tap on My payees
and log in using your Secure Key. Tap send money from then tap
On your browser on Pay bills/Make a transfer at the
Select account.
then choose the payee
bottom of the home screen. from your list.
www.hsbc.com.ph

Log in to www.hsbc.com.ph 1 2 3
using your Secure Key. 1

From the My Banking

menu, click New 2
payment or transfer.

Choose the account you'll

send money from 3
then click My Payees.

Fill out the rest of the Review the details

Search and select the required information and then tap Confirm.
name of the payee you 4 tap Continue.
want to send payment to.
4 5
Fill out the rest of the
required information and 5
click Continue.

Review the details 6

then click Confirm.

Home
Pay Bills
22 HSBC Premier HSBC Premier 23

Home
Pay Bills
24 HSBC Premier
On the app
HSBC Premier
Download the app here
25

On your browser
Open the HSBC Mobile Banking app Choose the account you'll Tap on My payees
and log in using your Secure Key. Tap send money from then tap
on Pay bills/Make a transfer at the then Add a company.
bottom of the home screen. Select account.
www.hsbc.com.ph

Log in to www.hsbc.com.ph 1 2 3
using your Secure Key. 1

From the My Banking

menu, click New 2
payment or transfer.

Choose the account you'll

send money from then click
New Payee, then Company.
Search and select the name
of the company/merchant
you want to send payment to.
Under Company reference,
write the account number.
3 COMPANY XXXXXX
XXXXXXXX
Search and select the name Fill out the rest of the Review the details
of the company/merchant required information and then tap Confirm.
you want to send payment to. tap Continue.
4
4 5 6

COMPANY XXXXXX
COMPANY XXXXXX
Fill out the rest of the
COMPANY XXXXXX
XXXXXXX XXXXXXX

required information and 5

click Continue.

Review the details 6 Tip: You can choose your HSBC Credit Card to make payments
then click Confirm. online. Make sure your merchant accepts credit card payments.

Click here for a list of companies/merchants you can transfer to.

Check first with your biller/merchant on the correct Company reference account that should be written. Home
Global View
26 HSBC Premier HSBC Premier 27

Link your HSBC offshore

accounts from your browser

www.hsbc.com.ph
Log in to www.hsbc.com.ph
using your Secure Key. 11

From the My Banking

menu, click Add country/
territory to Global View 2
under Global View.

Search and select the

country to be linked 3
then click Add.

Follow the on-screen

instructions to link
your profile and 4
complete the Global
View registration.

Tip: You can only link HSBC offshore

accounts that you opened under your name

Home
Global Transfers
28 HSBC Premier HSBC Premier 29

Once you've set up Global View,

the HSBC accounts you linked will
now be visible from your HSBC
Philippines online banking page.
www.hsbc.com.ph

Log in to www.hsbc.com.ph
using your Secure Key. 11

From the My Banking

menu, click Global 2
Transfers under
Global View. www.hsbc.com.ph

Select the Countries you

will transfer from and to. 3
Next select the accounts.

Choose the currency

and indicate the
amount. The indicative 4
currency exchange
rate is displayed.

Fill out the rest of the

required information then
follow the on-screen
instructions to complete 5
the Global Transfer.

Tip: You can only link HSBC offshore

accounts that you opened under your name
Home
Order a
30 HSBC Premier

Chequebook
On your browser

www.hsbc.com.ph
www.hsbc.com.ph

Log in to www.hsbc.com.ph
using your Secure Key. 11
1

Go to My Banking and
under Account Services 22
click Order chequebook. www.hsbc.com.ph

Fill out the required

information then click
Continue. Verify your 3
details then click
Submit request.

Home
Send a
32 HSBC Premier HSBC Premier 33

Secure
Message

Home
Send a Secure Message
34 HSBC Premier
On the app
Download the app here
35

On your browser

www.hsbc.com.ph
1 2 3

Log in to www.hsbc.com.ph
using your Secure Key.
Click the mail icon at the
top menu bar then click
Send us a message.
Open the HSBC Mobile Tap the write mail icon Select a subject from the list then
Banking app and log in at the top right of the type your message in the box (copy-
11 using your Secure Key. screen. pasting is disabled). Note that the
1
On the side menu, tap special characters <, >, !, and ~ are
Messages & Alerts then not allowed and you have until 3,000
click Secure messages. characters for your message.
Tap Send.
2
www.hsbc.com.ph

Select a subject from the

list then type your message
in the box (copy-pasting
is disabled). Note that
the special characters 3
<, >, !, and ~ are not
allowed and you have until
3,000 characters for your
message. Click Send.

Tip: Talk to us or send in your requests

through this feature.

Home
View your
36 HSBC Premier HSBC Premier 37

e-Statements
On your browser
View up to the last 3 months for your deposit
accounts and up to the last 6 months for your
credit card accounts. www.hsbc.com.ph

Log in to www.hsbc.com.ph
using your Secure Key. 11

Go to My Banking and
under Account Services 22
click View & print
statements. www.hsbc.com.ph

Select the account and

the date of the statement 33
you want to view then
click Download.

Tip: View your transactions on the app up

to the last month's cut off.

Home
Request for
38 HSBC Premier

your PIN
On your browser

www.hsbc.com.ph

Log in to www.hsbc.com.ph
using your Secure Key. 1

Go to My Banking and
under Account Services 2
click Request new PIN.
www.hsbc.com.ph

Fill out the required 3

information.

Follow the on-screen

instructions to generate
the security code then 4
Click Continue.

Tip: You can also request for your PIN by

sending a Secure message.

Home
Apply for
40 HSBC Premier HSBC Premier 41

new products

Home
Apply for new products Apply for Term deposits on the app
Download the app here
43

On your browser

1 2 3
www.hsbc.com.ph

Open the HSBC Mobile Fill out the required Tap the acceptance of
Log in to www.hsbc.com.ph Banking app and log in information. T&C box before tapping
11 using your Secure Key. Continue. Review
using your Secure Key.
On the side menu, tap the details then click
Term deposits under Confirm.
Move Money.

Go to Products & services

and under Everyday 2
Banking click on a
product of your choice www.hsbc.com.ph

(Savings account, Term

deposit or Credit Card).

Click Find out more then

follow the on-screen
instructions to send 3
over your application.

Home
Troubleshooting
44 HSBC Premier HSBC Premier 45

Resetting your log-in details

Forgot my Memorable Answer
On your browser Click here if you forgot your Secure Key PIN or your Password
Click here if you forgot at least two of your log-in details
www.hsbc.com.ph

Go to the log in screen and

enter your username. In the
log in details page, click 11
Forgot the answer to your
memorable question?

www.hsbc.com.ph

Answer the two 2

security questions.

Follow the on-screen

instructions to complete 3
the reset process. www.hsbc.com.ph

Home
46 HSBC Premier 47

Resetting your log-in details Resetting your log-in details

Forgot my Secure Key PIN Forgot my Password
www.hsbc.com.ph

www.hsbc.com.ph

Go to the log in screen and Go to the log in screen and

enter your username. In the enter your username. In the
log in details page, click 11 log in details page, click 11
Forgot your Secure Forgot your password?
Key PIN?

www.hsbc.com.ph www.hsbc.com.ph

Answer the two 2 Answer the two 2

security questions. security questions.

Follow the on-screen Follow the on-screen

instructions to complete 3 instructions to complete 3
the reset process. www.hsbc.com.ph
the reset process. www.hsbc.com.ph

Home
 48 HSBC Premier 49

Resetting your log-in details Unable to transfer

Forgot at least two of my log-in details If you have enough funds but your transfers are not going through, your account's transfer
limits might be the issue. Check your limits through these steps:

www.hsbc.com.ph www.hsbc.com.ph
Go to the log in screen and
enter your username. In the
log in details page, click Log in to www.hsbc.com.ph
either Forgot the answer 1 11
using your Secure Key.
to your memorable
question? or Forgot your
Secure Key PIN?
www.hsbc.com.ph

Click on your name at the

Click Forgot your answer 2 top menu bar then click 2
to security question 1? Online withdrawal & www.hsbc.com.ph
transfer limits.

Read through the Before

you begin page then 3 You'll find your limits for each
click Continue. type of transaction. If your
limit is set to 0 it means your 3
www.hsbc.com.ph account has been inactive for
Follow the on-screen the past 12 months.
instructions and fill out the
required information to 4
reset your security details.
Click Continue.
Request for an increase
in your limit by sending a 4
Take note of your reset Secure message.
reference number shown
on the confirmation screen. 5
Call us so we can help you
in completing the reset. Tip: If you want to lower your transfer limits,
just click on the pen icon and write the
lower amount. Click Continue to save.
Premier hotline: (+63 2) 8858-0800 from Metro Manila | +1-800-1-888-8555 domestic toll-free for calls outside Metro Manila through PLDT landlines | (+63 2) 7976-8080
or +800-100-85-808 from overseas | + (International Access Code) 800-100-85-808 international toll-free for selected countries/regions | Lines are open 24 hours. Home
 50 HSBC Premier 51

Replacing your Secure Key With Secure Key vs. Without Secure Key
Keep your Secure Key in hand for an easier online banking experience. In cases you don't have
it, here are some transactions you can still do successfully:

If it is lost With Secure Key Without Secure Key

View account summary, transactions & history p p
1 Call us or talk to your branch of account to report your Lost Secure Key.
Move money between your local HSBC accounts p p
Move money to new payee p
Move money to saved payee p p
2 Request for a replacement.
Pay bills to companies p p
Manage future-dated or recurring payments p p
Order a chequebook p
If it is low on battery
Send message to HSBC p
When your Secure Key no longer responds or shows batt 5, batt 4 or so, it's time to replace it.
Read message from HSBC p p
If your Secure Key shows batt 5, batt 4 or so, send us a Secure Message to request for a View and download online statements p p
replacement. Let us know through your message what your Secure key's screen shows.
Request replacement PIN p
If your Secure Key no longer responds when you press , call us or talk to your branch of Open new account or time deposit
account to request for a replacement. p
Update time deposit maturity instruction p
Change transfer limits (decrease only) p p
Activating your replacement Secure Key Set up online statements p p
Set up or change SMS alerts p p
1 Create your Secure Key PIN. You can check Step 4 of Setting up your
Secure Key for the step-by-step process. Change or reset log in details p
Change personal details p
If you picked up your Secure Key from the branch, your branch of account can link
2 your new Secure Key to your account on-site at the branch. If you had your Secure key
delivered, simply call us and we'll link your new Secure Key during our call.

Premier hotline: (+63 2) 8858-0800 from Metro Manila | +1-800-1-888-8555 domestic toll-free for calls outside Metro Manila through PLDT landlines | (+63 2) 7976-8080
or +800-100-85-808 from overseas | + (International Access Code) 800-100-85-808 international toll-free for selected countries/regions | Lines are open 24 hours. Home
 Like us on Facebook

Download the app now