Welcome to Computershare’s Investor Centre App user guide. We have designed our shareholder experience to provide you with easy access to your registered portfolio including holding information and bank details.

This user guide provides step-by-step instructions on how individual investors can register to become a member of Computershare’s Investor Centre App. For investors planning to register for accounts with national ID documents without Latin characters,  ‘joint’ and ‘corporate’ holders, please make an appointment to visit our Investor Services Counter here and check out the steps and documentation required.

All screenshots are for illustration purposes only. The actual design of the App interfaces are subject to enhancement.

The whole process should take less than 10 minutes. Look for lightbulb icon sign in this guide for useful tips.

Last updated August 2026

1. Prepare

1. Prepare

Get yourself in a well-lit space with a clean background.

Get the following items ready

Get the following items ready:

  • Check circle iconHong Kong Identity Card for citizens; passport with English names for non-citizens
  • Check circle iconYour share certificates
  • Check circle iconAccess to an email inbox owned by you
  • Check circle iconLook for Clearing and Branch code of your bank from your bank statements
QR code

Scan this QR code to download the Computershare Investor Centre Hong Kong App from App Store or Google Play on your mobile device.

2. Create a USI profile

Choose a language

Choose a language that you want to proceed with and click ‘GET STARTED’.

Register your details

Fill out your name according to the Latin characters put on your ID document.

Provide an email and create a password

Provide an email and create a password.

lightbulb icon This email will be used as your login name going forward and cannot be modified.

Confirm details

Click ‘Confirm details’ after read the relevant agreement and statements carefully.

Provide the verification code

Provide the verification code in the confirmation email sent to your mailbox and click ‘Verify’.

Authenticator app

Provide your mobile number.

lightbulb icon If you are not using a Hong Kong mobile number, verification arrangement may vary.

Provide the verification code

Provide the verification code sent to your phone number.

Authenticator app

You can choose to add extra security by enabling the use of an authenticator app.

lightbulb icon If you choose skipping to use an authenticator app, you will still receive SMS OTPs to mobile number provided.

Create my USI

Choose ‘Create my USI’ if you haven’t got a USI profile.

Choose ‘Individual’

Choose ‘Individual’ if you are setting up a USI profile in your own name.

lightbulb icon For ‘Joint’ and ‘Corporate’, please make a booking with us for an offline USI set up arrangement.

Hong Kong ID

Pick ‘Yes’ if you have a Hong Kong ID card, then click ‘Yes’.

lightbulb icon If you don’t have a Hong Kong ID, the fields required in the following screens will vary.

Enter ID number

Enter your Hong Kong ID number, then click ‘Next’.

If your ID number is XX012345(6), you should put XX0123456.

Enter surname

Enter your surname and given name, then click ‘Next’.

lightbulb icon For example, ‘Chan Tai Man’ should put ‘Chan’ in the Family Name field, ‘Tai Man’ in the First Name field.

Provide address

Provide an address for your USI profile in English.

Enter bank account details

Enter bank account details, then click ‘Next’, and confirm your bank details in the next page.

lightbulb icon You can look for your Clearing and Branch code from HKICL website or your communications with banks. For example, if you are using a HSBC Hong Kong account, the Clearing code is 004 and the Branch code is the first 3 digits of your account number.

3. Get verified

Read through the instructions

Read through the instructions and go to the identity document for verification screen.

lightbulb icon Hong Kong residents must use their Hong Kong Identity Cards. Residents outside of Hong Kong should use their national ID documents.

Follow the promts

Follow the prompts on the page to complete the shooting.

lightbulb icon If you fail to complete this step in multiple attempts, you will need to visit our Investor Service Centre at Hopewell Centre in Wan Chai to complete the verification.

Correct Incorrect Incorrect

lightbulb icon Tips for taking images of your ID card

  • Check circle iconPlace your ID card on a flat and dark surface
  • Check circle iconHold your camera still when images are being captured
  • Check circle iconRetake the photo if you see glare on the images

Acceptable images should show all information clearly.

Images with glare or blurred images will not be accepted.

Selfie

Follow the prompts on the page to complete taking a selfie.

lightbulb icon If you fail to complete this step in multiple attempts, you will need to visit our Investor Service Centre at Hopewell Centre in Wan Chai to complete the verification.

Verification process

The identity verification process will take up to one minute, please stay on the page.

If your verification fails, please make an appointment to visit us in person.

Check your details

Check your details carefully before you proceed to get your USI identifier.

Congratulations!

Congratulations! Your USI profile is set up.

4. Connect your holdings

Portfolio

Go to ‘Portfolio’ page and press ‘Connect share holdings’ your shares’ button.

Company search

Enter the company name or stock code, then click ‘Next’.

Select the correct company from the search results and press ‘Next’.

Connect shares

Choose between connecting to your shares using a certificate number of a Shareholder Reference Number (SRN), then click ‘Connect my shares’.

lightbulb icon If you have multiple company certificates in the same name, you will only need to provide one certificate number or use an SRN to link all your holdings at once (for each issuer).

Congratulations!

Congratulations! Your shares are now connected to your USI profile. You can view your portfolio by clicking ‘View portfolio’. Click ‘Connect more shares’ to connect the next company.

5. Update your contact details

Menu

Go to ‘Account’ page , click on ‘Contact information’.

USI Details

Choose ‘USI Details’.

lightbulb icon Updating your details here will apply to your USI profile and all holdings connected.

Contact details

Choose the company in the ‘Shareholding contact information’.

lightbulb icon Updating your details here will apply to the specific holding connected only.