我是premier老用户。不过确实你说的对，入金150k这个eligible account也包括Brokerage。那岂不是可以两个offer双吃？
心动不如行动
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正好Marcus的任务6月18号做完。这就准备冲了！
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“New Assets” means cash and securities not previously held at HSBC.
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marcus下一波要等到何时。。。
难说啊。好的offer总是稍纵即逝。我也是3月活动快结束的时候才刷到，抓紧开户了。
我当时钱还在c1埋伏着，取不出来
有时是这样的。我现在特别庆幸12月底开E*Trade的时候被背刺了（新年SUB多了500），一气之下不存了。要不然也赶不上Marcus。
请问joint relationship savings也可以双吃吗
很遗憾，可能是两个都不能吃。
“Eligible Account(s)” means a Premier checking account, Premier Savings account, Premier Relationship Savings account, Managed Portfolio Account, Spectrum account, advised brokerage account and/or self-directed brokerage account open and funded by June 30, 2026, that is held by the Client.
**“Eligible HSBC Securities account(s)”**means a Managed Portfolio Account, Spectrum account, advised brokerage account or self-directed brokerage account. Excludes any retirement accounts (including Managed Portfolio Accounts and/or Spectrum accounts), including, but not limited to, IRAs, Keogh, Simple IRAs and 401(k) Plans.
怎么解读这个baseline balance？比如我都是每个月往里面转5k然后转走那我的baseline balance就是5k？
“Baseline Balance” means the sum of balances in all consumer checking, savings, and Certificate of Deposit accounts; Spectrum and Managed Portfolio Accounts; and investment, advised brokerage and self-directed brokerage accounts held by the Client as well as accounts held by the Client as the secondary account holder.
这个可以和100k新用户双吃嘛 150k拿3k也太爽了吧
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那就不清楚了，不过100k给1500然后还能放brokerage里不亏利息已经很不错了
我在官网没看到这个活动，感觉这个活动好像是给老用户的？
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现在这个public offer比较好玩儿，有叠加的机会：
$1500-$5000 offer ：新老客户都可以参加，只不过baseline 是2026.03.31那天的余额
$1000 Security account offer：仅限老客户且在2020.03.31前没有过security account。（T&C应该没有限制要求老客户，客户经理跟我说仅限老客户）
2026.04.01-今天，参加了之前2026.Q2 public offer或者referral offer的客户，不能参加这个security account offer。（不太清楚3月走referral offer的人能不能参加security account offer ，需要DP，客服在系统里可以看到是否有offer)
新客户开checking 和self-directed brokerage account，存150K到后者应该可以拿2500刀，但也许security account offer拿不到。记得要enroll hsbc email marketing offer
- Be opted-in to receive HSBC marketing emails from June 30, 2026, through November 30, 2026. To enroll in Marketing communications, follow the step-by-step instructions on: https://www.us.hsbc.com/customer-service/opt-in/
以前的老客户，但没有self-direct account ，可以叠加offer，存150K到self direct account 可以拿2500刀。利好一大帮老客户了
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看的好晕，P2开了checking但没拿过bonus，现在是不是可以搞saving+brokerage?
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@SkylerY 姐姐，快来，你没有security account 可以参加security account offer
是的，都可以，保险起见可以打客服电话确认系统里有offer
请问brokerage有默认的cash sweep么还是需要手动买哪些产品？
Savings目前利息是3.2%，有点偏低。