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EasyView - Frequently Asked Questions (FAQs)

What is EasyView?
Signing Up
Logging In
Managing Your Accounts
E-mail
Alerts and Reminders
Other Questions

What is EasyView?

What should I know about EasyView before I register for the service?

The EasyView service enables you to aggregate, or bring together, virtually all your online accounts in one place. During the registration process, you will create a single EasyView ID and password that you will use to access the service and to access your accounts. As you add accounts to EasyView, you will provide (one-time) the account ID and password for each. Then each time you log on using your EasyView ID and password, you will have access to information from the online accounts you've added, without having to reenter each account ID and password. An auto-login feature is also available to give you click-through access directly to your online accounts. You can also disable the auto-login feature by account, at any time.
You will choose an ID and password when registering for EasyView. You are responsible for maintaining the confidentiality of your ID and password. The importance of protecting your EasyView login information is increased significantly when using the auto-login feature, as direct access to your online services is enabled. Although every precaution has been taken to offer the service using state-of-the-art security measures, there is a risk of unauthorized access to your personal information if you fail to exercise adequate controls over login information. This is explained in greater detail in the EasyView User Agreement. Please ensure that you read it carefully during the registration process. Your registration for the service acknowledges that this risk exists and that neither HSBC Bank USA, N.A. nor Yodlee is liable to you for harm or damage that may occur.
Industry standard security and encryption are used to capture, store and transmit the login information you submit for your other online services as well as your EasyView User ID and password. However, it is also important that you understand your part in safeguarding your login information:

NEVER share your User ID and password with anyone. No one from HSBC will EVER ask you for your password and no one from HSBC will have access to this information.

If you forget your EasyView password, an online process is available to help you. Please refer to the question in this section about what you can do if you forget your EasyView password.
We recognize that privacy is important to you. The information you provide enables us to provide the EasyView Service to you. It also enables us to give you updates about our services. Click here to review our Privacy Policy or Security Statement. This Policy only applies to HSBC and the EasyView website and does not apply to sites that you access through EasyView. We recommend that you review the privacy policies of other websites you visit before registering for or using their services.
Please be aware that some aggregation service providers may not use the latest technology that will properly safeguard your account and personal information. We recommend that prior to signing up for an aggregation service, you evaluate the terms and conditions as well as the security and privacy policies of the service provider.

What is EasyView?

With one password and one click, EasyView brings virtually all your personal online account information together and presents it to you on a single summary page. You can view HSBC accounts as well as your other online accounts, including those from other banks, investment firms, online shopping sources, your travel information, news sources, e-mail, calendar reminders and more!

What information can I access about my accounts through EasyView?

Through EasyView, you can view your HSBC account balances as well as those from other financial institutions. You can view your loans, credit cards, mortgage information, your investments, frequent flyer program, e-mail programs, online auction and shopping sources such as e-bay, news, magazines, local weather, your travel arrangements, and much more. You decide which of your accounts to add to EasyView. Once logged in, your EasyView homepage will display all the accounts you've added to your EasyView profile.

How is EasyView different from Internet Banking?

EasyView is only available to Internet Banking and Bill Pay customers, and you will still log on to Internet Banking from EasyView when you want to review details of your HSBC accounts or to pay your bills. EasyView allows you to pull virtually all your online accounts together - your HSBC accounts and your accounts from other financial institutions, investments, and other sources and displays them to you on one page, either by category (e.g. Finance, News) or in a summary (showing all categories). EasyView puts you in control of viewing and tracking all your online accounts in one place, for your convenience.

How accurate and current is the information presented through EasyView?

EasyView provides state-of-the-art technology to access information about your online accounts. While EasyView provides greater convenience for your account review, we have no control over the accuracy or timeliness of the information gathered from other websites. Any discrepancies in the information should be discussed directly with your primary account provider.

Signing Up

How do I register for the service?

Just visit HSBC's EasyView web page and click "Sign-Up" to get information about getting started. When you register for EasyView, you will be asked to create a User ID and password that you will use each time you log on to EasyView. You will also be asked for your e-mail address and be given a "password reset" option. If you forget your password, you will be able to reset it yourself by supplying answers to questions asked during registration. After that, you will be ready to add your accounts.

Can I preview the EasyView service before I register?

Yes, simply click "Preview" link on this page or the "See a Demo" link on the EasyView "Login" page.

Is there a cost for the EasyView service?

EasyView is available exclusively to Personal Internet Banking Bill Pay customers at no additional cost. And, its available to you 24 hours a day, seven days a week from any PC with Internet access.

Do I need to download software to use EasyView?

No special software is needed. If you're a Personal Internet Banking Bill Pay customer, simply log on to Internet Banking and select "EasyView" from the main menu, then "Sign-Up." If you're not yet an Internet Banking or a Bill Pay customer, visit HSBC's EasyView web pages and click Sign-Up to get started.

Logging In

How do I log on to the EasyView service?

Click "Log on" at the top of the main EasyView page. Enter your EasyView User ID and password then click on "Log-In." If you forget your password and enabled the "Password Reset" option during registration, a link will be provided for you to change your password. If you did not enable the password reset option during registration, you can do so once you have logged on to the EasyView service. If you cannot get into EasyView, you will need to open another account.

How can I change my password?

You can change your password by selecting "Preferences" from the your EasyView "Home" page or the "Account Summary" page then "Change Password." You will enter your current password first then your new password. Once saved, you can begin using your new password the next time you log on to EasyView.

What if I forgot my password?

You can create a new Password for your EasyView account if you enabled the "Password Reset" option during registration. Select the "Password Reset" feature and provide the correct answers to the questions you selected during registration. If correct, a "password hint" and a "code" will be sent to the most current e-mail address we have on file for you. Instructions will be provided for you to log on using a combination of the temporary password "hint" and "code" that was e-mailed to you, in order to create your temporary password. Once logged in, you can then change your password to something more memorable.

What is "Auto-Login?"

Auto-Login is a convenient feature that automatically logs you into your password-protected accounts right from the Account Summary page, without the need to re-enter your ID and password each time. If you choose to disable the auto-login feature, you will be taken directly to the Log On page for each account and will need to enter your ID and password to access the account. Auto-Login eliminates the need to remember login information for each account. The importance of protecting your EasyView login information is increased significantly when using the auto-login feature, as direct access to your online services is enabled.

Although every precaution has been taken to offer the service using state-of-the-art security measures, there is a risk of unauthorized access to your personal information if you fail to exercise adequate controls over login information. This is spelled out in greater detail in the EasyView User Agreement. Please ensure that you read it carefully during the registration process.

Can I disable the "Auto-Login" feature?

To disable, choose "Edit Account Settings" from the drop down box next to the account and click Go. Under the "Auto-Login" setting, select "Disable Auto-Login." Once complete, the drop down box on the Account Summary page will list "Go to this account" as an option for accessing details.

Managing Your Accounts

How do I add an account to EasyView?

From the Account Summary page, click on "Add A New Account." Select the category that describes the account you wish to add (Finance, Communication, etc.), and then the particular sub-category (e.g. Banking, Credit Card, e-mail, etc.). Then select from the list of sites to find your account provider to add to EasyView. For example, under the category "Finance", HSBC Businesses are listed as follows:

Under Internet Banking

Deposits (checking, savings, CDs)
Credit Cards
Investments
Loans/Home Equity
Mortgages

Under the Online Brokerage/401(k):

HSBC Online Brokerage
Customer 401(k)
Employee 401(k) (Thrift Incentive Plan - TIP)

If a provider is not listed, you can "suggest that an account be added" by clicking "Create a custom account", then providing the URL (web address) of the provider you would like to suggest. You can create a custom account for accounts you cannot access via the Internet, for personal property such as jewelry or real estate, or if you simply want to create a bookmark link.

How do I view a summary of my Accounts?

EasyView allows you to view your accounts in several different ways. The "Home" page provides a 'dashboard' view of your accounts, messages, alerts and information. You can select the accounts you wish to add to the page, and even where the accounts are located on the page. The "Account Summary" Page provides an overview of your online accounts and a varied view of your portfolio. You can also select or change your preferences from this view.

How can I view a specific Account?

You can view a specific account by selecting the category for the account type (i.e. Finance), or you can view all your accounts by selecting the "All Categories" tab from the top of the "Account Summary" page. To see more specific information for an account, click View Details for the account, or choose Auto-Login for further details.

Can I add my HSBC Credit Card Rewards Account to EasyView?

As of January 2003, the Credit Card Rewards information is no longer viewable through EasyView. This change does not affect your ability to earn or redeem your Reward points, or to access your Rewards points and information through Internet Banking.

How can I sort my Accounts or change the layout of my homepage?

With Easyview, you have several ways of viewing your account information. Once logged-in, your homepage will be displayed. This view provides all your EasyView information, including accounts, transactions, reminders, and any alerts that you have added. You can change both the content and the layout of your homepage at any time based on your preferences by clicking "Change Content" or "Change Layout" at the top of the page.

The EasyView Account Summary is another page that displays your accounts in another view and can also be sorted by category. For example, if you sort by "Finance," only your banking accounts will be viewed. If you sort by "News," only the news categories will be displayed. Simply click on the Category tabs at the top of your Account Summary page.

What is the maximum number of Accounts I can add?

There is no limit to the number of online accounts you can add to your EasyView service.

How can I add an Account that is not listed?

If you do not see your specific account type listed in the "Add a New Account," you can create a Custom Account. Click "Create a Custom Account" and complete the necessary information to add to your EasyView accounts. Custom Accounts need to be updated manually and are not supported by features such as the "Account Details," "Alerts," "Auto-Login," and "Historical Charting." However, you can still include the account on EasyView, and if the account has online access, you will establish a link to it on the Account Summary page if you enter the URL (web address) when you create your custom account.

New sites are added approximately every 60 days. You may also suggest a site to be added to EasyView by selecting "Suggest that we add the account." Complete the information on the site you suggest. We will review the request and determine if the site can be added to EasyView. If the request can be added, it will be highlighted as "New" under the listings within "Add a New Account".

How do I access my other online services within EasyView?

You can view the details of your online accounts (both HSBC and non-HSBC accounts) in two ways. From EasyView, you can select "Auto-login to this account" from the Account Summary Page which directly connects to your account information without requiring you to enter your ID and password. Or if your account is not set up for auto-login, you can select "Go to this account" from the drop down menu next to the account and be taken to the login screen for that account. Your account will open within another browser window.

How can I edit the settings on my accounts?

You can edit Sign-In information, Auto-Login and Alert Settings by clicking on "Edit Account Settings" from the drop-down, then click "GO" to continue. After making changes, click "Save" to save the changes.

How do I know my balances are the most current?

You can refresh your account balances by clicking on "Refresh Now." This will bring in the most current information available from the site.

Note: If the EasyView service is inactive for greater than 42 days, your accounts will not refresh automatically. Simply to EasyView and click "Refresh" to get current balances and information.

Can I view the latest transactions on my statements?

You can view your latest transactions by clicking on "View Details." EasyView provides state-of-the-art technology to access information about your accounts, but we have no control over the accuracy or timeliness of the information provided by other online providers or from other websites.

Can I chart my Accounts recent financial history?

You can chart your banking, investments and credit cards financial history by selecting "Chart Account" from the drop down menu on the Account Summary page, then click "GO". The "Account Chart" page will appear. Click "OK" to return to your Account Summary page.

Can I remove or delete an account from my EasyView profile?

Yes, you can remove an account from your EasyView profile at any time. On your Account Summary page, select "Remove Account" from the drop down list next to the account you wish to remove, then press Go.

How do I cancel my entire EasyView service?

To cancel your entire EasyView service, send a request for cancellation through secure email with the following information:

Your Login ID
Your most current e-mail address on the Easyview file.
The reason for cancellation

As an added security measure, we recommend that you change your passwords for all your online accounts upon termination of any online account aggregation service.

How often is my EasyView account updated?

We update EasyView once a day. You can "Refresh" your account information at any time to get the most current balance and information.

Note: If the EasyView service is inactive for greater than 42 days, your accounts will not refresh automatically. Simply login to EasyView and click "Refresh" to get current balances and information.

E-mail

Can I view my e-mail?

Yes, EasyView allows you to preview your e-mail Inbox from your various e-mail providers. Please be sure your e-mail address on EasyView is current and accurate. This address will be used to contact you regarding changes to the service. It is also used to provide you a temporary password in the event you forget your current password (if you've enabled the "password reset" feature). Keeping your e-mail address current will prevent new information (including temporary passwords) from being sent to the wrong address.

How do I access and read my e-mail messages?

Once your e-mail provider has been added to your EasyView profile, simply select "Auto-Login" or "Go-To" the e-mail provider to read your messages. Once logged in to the e-mail account, you can read, delete or respond to your e-mail messages.

How can I change my e-mail address?

To change your e-mail address, click on "Preferences", and go to "Personalization Information." Retype your e-mail address and then click "update."

Alerts and Reminders

What is an Alert?

An Alert notifies you about information on your accounts such as payment reminders. You can set up three different types of Alerts: One if your balance goes above or below a specified amount and another Alert provides account balance information at a particular time either daily, weekly or monthly. For credit accounts, you can set an Alert to remind you when your payment is due. You will also be able to select the device used to receive your Alerts, such as an e-mail account, pager, or phone with an e-mail address.
Please Note: Your devices need to be set up before you can set an Alert. To do this, select "Preferences" from the Account Summary page then choose "Add a New Device" and follow the instructions for adding your device. To receive Alerts, your devices must be set up with your device provider or Internet Service Provider.

How do I set up an Alert?

To set up an Alert, select "Preferences" from the Account Summary page. You can direct your Alerts to be received at several "devices" including e-mail accounts, pagers and phones that have valid e-mail addresses. You can also direct Alerts to an "Alerts In-box" accessible from the top of the Account Summary page. Once your device is setup to receive Alerts, select "Edit Account Settings" from the account drop down list and choose the type of Alert you wish to receive:

"Due Date Alerts" sent before a payment due date.
"Threshold Alerts" are triggered when a balance goes above or below a set amount.
"Scheduled Alerts" are sent on a daily, weekly, or monthly basis.

(Note: Credit products will only offer due date Alerts, while products like checking and savings will offer threshold or scheduled Alerts.) To set up an Alert, choose "Edit Account Settings" from the account drop down menu then click "GO". You can then modify your Alert settings as needed. (Note: Upper/Lower limit Alerts are separate Alerts from Scheduled Alerts.) Also select the device type (from the ones listed as per your device set up instructions) to receive Alerts. You can select multiple devices to receive your Alerts (e.g. e-mail and phone). Click "Submit" to save your changes. Future Alerts are now set up!

How do I set up a device to receive an Alert?

To set up a device to receive Alerts, select "Preferences" from the Account Summary page then select "Alert Preferences." You may select a particular time zone and also whether your Alerts should be muted during certain times of the day. Next, select "Add a Device" to specify your device preference, which includes:

Cellular Phone (with an e-mail address)
E-mail
Pager

All devices must have a valid, active e-mail address set up with your device provider or ISP, but do not need to be WAP enabled devices. You will be prompted to add the e-mail address of the device and asked if you prefer to receive short or long messages. In the case of HSBC online account information, short messages will provide overall balances while long messages will provide account names and types.

Once set, HSBC will validate your device by sending a message to the e-mail address specified for the device. This message will contain a code which you will be asked to enter to activate the device. This security feature helps to insure that the device receiving the Alerts is the one you specified in the setup process. Once you receive the code, select "Edit Account Settings", then "Alert Settings", then choose "Authenticate Device." You will be prompted to enter your code. Now that your device is set up, you are ready to set up an Alert. Note: If your e-mail code is not received on your device within 5 minues, please try to resend the device again by clicking "resend". Occasionally your e-mail service may not send e-mails out within a 5 minute timeframe. You may wish to check your device e-mail again within 15 to 30 minutes to receive your code. In the event you do not receive your device code, please contact us at 1-800-975-HSBC (4722).

How can I delete an Alert that I have set up?

To delete an Alert, choose "Edit Account Settings" from the account drop down menu, click "GO", then click "Delete Alert" to confirm your deletion.

How do I view my Alerts?

The "New Alerts" icon will blink for a few seconds on the Account Summary page if you have new Alerts. The icon will remain lit until you access the "Notices" page. You may click the link or icon to access the "Notices" page to receive your Alerts. Or you can access the e-mail feature from any of the devices you set up to receive Alerts. If you do not have new Alerts, the icon will remain dim but you can still access the "Notices" page at any time.