How Do I Setup a Recurring Transfer in My HSBC Account?

You can transfer money between your own accounts or to a third party if you have an HSBC account. Recurring transfers let you schedule payments of specific amounts from your account on set dates. Here are the steps to setup a recurring transfer in my HSBC account.

1. Click the Transfer

You can create a recurring transfer by logging in to My Accounts via Internet Banking or through the Mobile App. Click the Transfer link under Transfers.

2. Click the Add New Recurring Transfer Button

Select the Transfers tab. Next, click the Add New Transfer. It will take you to the transfer details section. In this section, enter the amount you wish to transfer and a date you want transferred (you can have it every week, month or year). Once you enter this information, click Next Step.

3. Enter the Transfer Details

Click Recurring Transfer under the Money Management section. Enter the amount you wish to transfer, frequency and your transfer start date. Add any other relevant information, such as Payee Account Number and Name.

4. Review Your Details and Submit

To review your details, click Transaction History and then select Transfer History. The Transfer History screen will display all the transfers you have made.

To edit any of them, click the transaction number or the transaction date to bring up a menu to view or change the details.

Then click Confirm and Submit to save your changes and close the window to complete setup of your recurring transfer in your HSBC account.

5. Receive an Email Confirming Your Request

You will receive an email confirming HSBC has successfully submitted your recurring transfer request.