How to Import Trades from HSBC Bank Instructions to TradesViz Step-by-Step Guide
Quick Start
To import your file from HSBC Bank Instructions, visit https://tradesviz.com/import/.
Use the first dropdown to choose your trading account and the second dropdown to choose HSBC Bank Instructions.
You can also open Import/Export from your profile menu in the top-right corner.
Broker-Specific Instructions
HSBC Bank Instructions
Currently Supported:
- Stocks
- Log into the account at https://www.us.hsbc.com
- Select brokerage account.
- Select the Manage button in the upper right corner.
- Select the option "Go To Brokerage Account"
- Select "Accept and proceed" when asked to confirm that you are leaving the HSBC website.
- Select the "Portfolio" Tab.
- Use the "Viewing" drop-down menu to select the appropriate account.
- Select the "History" option in the tab header.
- Select your preferred date range and transaction types (Note: We only support trading transactions (buys, sells))
- Click download and save the file.
- Upload this file by clicking on the "Choose File" box in this page.
Troubleshooting
- Follow the exact export format shown below for your broker.
- If import fails, re-export a fresh file and try again.
- Ensure required columns are present and headers are unchanged.
Need Help?
Email support@tradesviz.com with your broker/platform details and a sample file attachment.
If your broker is not listed in our supported brokers list, send us the broker name,
website, and CSV/XLS/TXT export format so we can add support faster.
FAQ
Why does my import fail?
Most import failures happen due to changed export format, missing columns, or custom-edited files.
Can I import only a date range?
Yes. Export the date range you want from your broker and import that file into TradesViz.
What should I send support?
Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.
Updated on: 18/05/2026
Thank you!