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RM
RM (@guest_2089759)
July 1, 2025 00:45

P1 + P2 partial DP:

2/20/25 P2 Premier checking account opened in branch with referral code from P2’s friend; banker manually entered code for $2,500 bonus referral promotion (https://www.us.hsbc.com/share-the-experience/referral/?cid=MLP0000302). Must fund within 30 days.

2/20/25 P2 savings account opened online from $2,000 savings promotion page for attempted stack. Must fund by 3/31/25. https://www.us.hsbc.com/savings-accounts/products/relationship-savings/

2/24/25 P1 Premier checking account opened in branch with referral code from P2; banker manually entered code for $2,500 bonus referral promotion. Must fund within 30 days.

2/24/25 P1 savings account opened online from $2,000 savings promotion page for attempted stack. Must fund by 3/31/25.

3/20/25 P2 savings account funded with $250,xxx by paper check and checking account funded with nominal amount.

3/24/25 P1 savings account funded with $250,xxx by paper check and checking account funded with nominal amount.

4/15/25 E-mail received by P1 and P2 confirming enrollment in (attempted stack) $2,000 savings promotion.

4/29/25 $500 referral bonus credits for P2 (for referring P1) and P2’s friend (for referring P2)

5/1/25 $5000+ real DD in P1’s checking account to maintain Relationship APY for June 2025.

5/1/25-5/30/25 $5000+ in total real DDs in P2’s checking account to maintain Relationship APY for June 2025.

5/30/25 Holding period ends for $2,500 checking bonus (3 full calendar months after account opening date).

6/30/25 $2,500 checking bonuses post for both P1 and P2.

6/30/25 Last day of holding period for (attempted stack) $2,000 savings bonus.

Will now move most of the money out, and wait to see whether the $2,000 savings bonus credits at the end of July for the stack. Will do $5,000 DDs for P1 and P2 checking accounts to waive $50 fee, and keep the account open.

Tikky 🔗 👈
Tikky 🔗 👈 (@guest_2089582)
June 30, 2025 20:00

The HSBC $1,500/$2,500 referral offer is now extend.  William Charles
https://www.us.hsbc.com/share-the-experience/referral/?cid=MLP0000302

“Offer valid from June 27, 2024 through December 31, 2025.”

“How to qualify
For a limited time, take advantage of our Share the Experience offer by opening a new HSBC Premier checking account with qualifying activities.

  • Open your new HSBC Premier checking using this offer page, your friend’s name and referral code by December 31, 2025; AND
  • Meet qualifying balance (listed below) in deposit and/or eligible investment accounts within 30 calendar days of account opening and maintain the Qualifying Balance for 3 full calendar months after account opening. The date of account opening is considered day one for these purposes
  • The new account bonus is $1,500 for a New Account with Qualifying Balances of $100,000.00-$249,999.99 in deposit and/or eligible investment accounts OR $2,500 for a New Account with Qualifying Balances in deposit and/or eligible investment accounts of $250,000.00 or more
  • If all offer requirements are met, the New Account bonus will be deposited to the New Account within 8 weeks from the date the New Account is fully qualified”

Referred customers who have a current or past HSBC account in the U.S. on file are not eligible for this offer.”

RM
RM (@guest_2088174)
June 27, 2025 20:03

Did anyone have their bonus post in the last few days? If so, can you please post your timeline? Was expecting bonus today and did not get it, so trying to figure out whether to reach out to them now or wait a bit more.

RM
RM (@guest_2081410)
June 19, 2025 22:52

favo🔗 Does the brokerage charge $10.99 on the way in and on the way out if you just leave the money in the HGDDX fund? We did the Premier savings account option because we are trying for the stack, but the hold period ends on 6/30 and I am trying to decide whether to open a brokerage account and put the money in the government money fund, or move it out entirely and just use DDs to avoid fees.

gchope2k6 🔗
gchope2k6 🔗 (@guest_2076813)
June 12, 2025 15:05

Anyone who referred someone to HSBC can share when the referral bonus posted? The terms seem to say within 8 weeks, but is not clear 8 weeks from what date.

RM
RM (@guest_2080902)
June 19, 2025 07:20

gchope2k6 🔗 Eight weeks from account opening, in theory.

Here’s our timeline:

P2 was referred by one of her friends, and I was referred by P2. P2 opened account on 2/20/25, and I opened account on 2/24/25. Complained to banker on 4/28/25 that neither P2 nor her friend had received the referral bonus. Banker opened a ticket and both referral bonuses posted the next day, 4/29/25.

RM
RM (@guest_2072395)
June 4, 2025 16:01

favo🔗 Where can one confirm that one’s savings account is receiving the preferred APY during a particular month? I cannot see the account APY when I log in, and the branch states that the only way to know is to check the statement at the end of the month, which seems absurd. I am pretty sure we satisfied the requirements in May, so I just want to double-check.

favo🔗
favo🔗 (@guest_2072402)
June 4, 2025 16:15
  RM

RM Every month some day at the beginning of the month, they send out an email

“Congratulations, you qualified for our 3.75% Relationship APY

You’re earning our most competitive savings rate this month on your Premier Relationship Savings account ending in xxxx. 
 
To continue qualifying for the Relationship Annual Percentage Yield (APY), simply meet one of the criteria each month and you’ll earn the Relationship APY, currently 3.75%, the following month.”

My last email from them regarding this was on May 5th. So I guess June’s email is on the way, maybe tomorrow?

RM
RM (@guest_2072403)
June 4, 2025 16:19

Thank you!

Tikky 🔗 👈
Tikky 🔗 👈 (@guest_2072608)
June 4, 2025 22:58

FYI, I got the following email on 6/3 that says, “Effective 5/28/2025 the Relationship Annual Percentage Yield (APY).. will be 3.60% APY”. Additionally the heading is “New Relationship APY”. Still a good offer if doing the bonus.

sc9182
sc9182 (@guest_2068607)
May 28, 2025 10:50

Seeing Error 101 instead of referral code:
Share the Experience

(for the referral bonus: Refer and Earn – Share The Experience – HSBC Bank USA )

Anyone with active accounts can see a valid referral code ?

John R
John R (@guest_2069293)
May 29, 2025 16:14

 William Charles  Chuck This user constantly spams this post with referral codes.

Tikky 🔗 👈
Tikky 🔗 👈 (@guest_2069950)
May 30, 2025 21:59

sc9182 My P2 account is active and can see their referral code when logged in, it’s available and valid. They are also currently doing the referral promo and concurrently pairing it with the now expired savings promo. It’s still in progress so no DP yet as to the stacking attempt.

The $1,500/$2,500 referral promo is pretty good. You could also open the Premier Relationship Savings and/or Investement account (recommended) for making the qualifying deposits (similar what others are doing with the WF Premier Checking bonus). BTW the HSBC checking promo isn’t churnable and only available to new customers, TD Bank comes to mind.

You can request a referral code from someone here, preferably from a helpful soul. That’s how I was able to get in on the action, HTH. GL!

Mkizzle
Mkizzle (@guest_2063017)
May 18, 2025 00:28

opened 1/3
1/16 Account balance $101,500

Holding period was Feb, March, April

How long do I wait for bonus? Will call Monday.

favo🔗
favo🔗 (@guest_2063040)
May 18, 2025 02:18

My HSBC checking bonus was posted on the 25th of the month following the month I met the requirement. So I guess your bonus will post this coming week.

Mkizzle
Mkizzle (@guest_2063447)
May 19, 2025 01:15

Thanks will keep u posted!

Mkizzle
Mkizzle (@guest_2066883)
May 24, 2025 02:09

Bonus posted on the 23rd. You were right!

favo🔗
favo🔗 (@guest_2066888)
May 24, 2025 02:44

Fantastic! Glad it worked!

Nicholas 🔗
Nicholas 🔗 (@guest_2065323)
May 21, 2025 15:09

120th day from account open? @guest_1990702

Mkizzle
Mkizzle (@guest_2065426)
May 21, 2025 18:24

I was told they have 8 weeks from the time you fufilled the requirements.

Mkizzle
Mkizzle (@guest_2066884)
May 24, 2025 02:11

Bonus posted on the 127th day. Thanks

John R
John R (@guest_2069294)
May 29, 2025 16:15

 William Charles  Chuck Link in comment goes to referral page

cak145
cak145 (@guest_2038208)
April 4, 2025 15:53

Does anybody know when the $250k minimum is determined. Is it the value of the securities on the date transferred in or the minimum value during the entire 90 day holding period. I know that many brokers’ promotions are not affected by market fluctuations, only by actual withdrawals from the account, but not sure how HSBC treats this.

favo🔗
favo🔗 (@guest_2038226)
April 4, 2025 16:20

The terms for the checking referral offer is unclear about whether investment value fluctuation would affect bonus eligibility. You probably need to call or chat with the custom service to find out. Also they go by 3 calendar months for the maintenance period, not 90 days.

fdic
fdic (@guest_2014792)
March 2, 2025 06:56

I am trying to make sense of this thread but things are going over my head. Can someone summarize this please? favo🔗 @guest_1990702

From what I got, if I am a new customer
then I can do the referral offer where I have to keep 250k for 90 days plus and I can get $2500 bonus

What will that $250k earn during that 90 day period? Can I put it in mutual funds? Or can it be in premier savings getting 3.75% (looks like that rate has its separate requirements though)?

I had a regular checking account back in 2015 or so, so not sure if I will qualify for referral offer.

If not, then whats the best I can do? thanks

favo🔗
favo🔗 (@guest_2014807)
March 2, 2025 08:16

fdic Here are the answers to your questions:

The savings offer expired on 02/28/25, but it might be extended. Check the link next week to see if it’s renewed if you’re interested.The checking referral offer expires on 06/30/25. If you’re a new customer, you can participate in the referral checking offer. By maintaining $100K or $250K for three full calendar months after account opening, you can earn $1,500 or $2,500, respectively.If you are eligible for the referral checking offer, the checking referral offer gives a better return than the savings offer, as the savings offer is $1000 or $2000 bonus for $100k or $250k respectively.Fund Maintenance Period Options:

You can place the funds in a brokerage account where the core position is HGDXX, a money market fund earning around 4% in dividends. Other money market funds (MMFs) might be available, also SGOV, but HSBC charges high trading fees. If you fund by cash, there’s no trading fee, as the cash will go into the core sweep position (HGDXX). Alternatively, you can ACAT securities into HSBC without trading to avoid fees.You can also keep the funds in a savings account at 3.75% APY. To qualify, you need $5,000 in direct deposits or $500 in debit card spending in the previous month. There was a rate promotion that granted the 3.75% relationship rate for the account opening month plus the first three months before the savings offer expired. However, it’s unclear if this promotion is still available or automatically applied to all new account holders. If you’re interested, I recommend confirming with customer service.Checking Referral Offer Eligibility:

The checking referral offer has lifetime language, so you need to be a “new customer” to qualify, but it’s unclear how far back HSBC retains records. Someone mentioned that despite having an HSBC account 10 years ago, their information had been purged, allowing them to qualify for the referral offer. To be sure, contact customer service and ask them to check if your records are still in their system, they should be able to look up by SSN. HSBC offers customer service by phone and by online chat and they usually reply pretty quick.
Hope this helps.