Adding a Spouse to an Account in HSBC

by Amanda Banach ; Updated July 27, 2017
Couple in office with businessman

As an HSBC account holder, the need may arise to add your spouse to your bank account due to a change in your family’s financial situation or marital status. To accomplish this, an HSBC representative must obtain your authorization as the primary account holder and verify the identity of the new joint account owner. You can do this by visiting your local HCBC branch, contacting HSBC’s customer service department over the phone or by submitting a completed “Add a Customer” form.

Required Documentation

Regardless of the option you’ve selected, be prepared to provide a government-issued photo ID such as a driver’s kicense for both yourself and your spouse as well as demographic information for the new account holder including name, address, phone number, Social Security number and employment information. If you’ve opted to complete HSBC’s “Add a Customer” form, this document can be submitted to the fax number or mailing address indicated on the form along with photocopies of the IDs. If the new joint account holder is not a U.S. citizen, a second form of identification must be provided before the request can be approved.

About the Author

Based in Virginia, Amanda Banach has been a writer since 2009. Her professional work experience includes roles in media advertising, financial services and human resources. She holds a Bachelor of Arts in human resources management and is PHR-certified.

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