Welcome to first direct My Documents

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Using My Documents, you can quickly and easily receive documents from us, and send them to us using your computer, mobile or tablet device.

Before you can send us anything, you’ll need to have your documents saved on your device and know where they’re stored so you can find them when we ask you to upload them.

Once you’ve logged on you’ll be able to see the documents we need from you and the ones we’ve provided for you to download and keep.

To log on, please complete all sections below then select 'Continue'.

First name

Surname

Postcode

Valid postcode for addresses in the United Kingdom.

Date of birth

- -

Password

If this is the first time you’re logging on, please enter the activation code we gave you over the phone.You’ll then get the chance to create a password that’s more memorable to you.

Forgotten that pesky password?

About this service

Why use this service?

This service allows you to submit your supporting documentation online, at any time, at your convenience. It is available to you 24 hours a day, 7 days a week.

Is this service confidential and secure?

We enable policy enforced TLS (Transport Layer Security) for all document transfers ensuring documents are automatically encrypted and are confidential. TLS is designed to prevent third parties from viewing, amending or copying your data and is commonly used on sites dealing with sensitive data.

What happens to the document once it is submitted?

Documents are converted to pdf format and added to your mortgage application. Your documents will then be used to assess your mortgage application, and will be kept and used as set out in your mortgage terms and conditions.

What happens after my documents have been submitted?

Once you have submitted your documents, your adviser will review the content ready to discuss with you. If we require any further documents following your appointment we will contact you directly.

How will I know that this site is genuine?

You will know that you are in a secure session if the URL address begins with https:// and a padlock symbol appears at the top of the page as part of the address bar. You will also only be given the link from our mortgage team or within our online application, this site cannot be searched on the internet.

How to use

How do I upload my documents?

There are a number of ways you can upload your documents but you will need to ensure you have each document saved to your computer or device before you begin the process.

Follow the instructions below to upload:

Select the type of document you’d like to upload from the drop down list and click ‘Continue’.
We may require documents to cover a specific time period (ie 3 months). This information will be displayed at the top of the page.
You will see an option for selecting the document you will be uploading. Click ‘Select file’
A new window will open and you will be directed to locate the file on your computer or device that you would like to upload.
Once uploaded, you will be able to view the document in the upload window

Repeat these steps to upload further documents, if required and then click ‘’Send all documents to HSBC”. You will be notified on screen when your documents have been sent to us successfully

Which devices can I use?

You can use your computer, smartphone or tablet.

Please note that due to storage access limitations on iOS devices (iPhone, iPad, etc.) only photos can be sent using these devices.

What type of files/image formats can I send?

We accept documents that have been downloaded from source (ie a pdf version of your bank statement), scanned documents, photographs and screenshots.

You can send documents in the following file formats:

.pdf
.doc
.docx
.tiff
.jpeg
.jpg
.png
.bmp
.gif

Please note that due to storage access limitations on iOS devices (iPhone, iPad, etc.) only photos can be sent using these devices.

Can I take a picture using my device of the document I need to send while I’m uploading?

No. All documents must be saved to your computer or device, prior to uploading.

What evidential documents can I send using this service?

A full list of the documents we accept can be found in the drop down list on the upload page. These include documents such as, bank statements and proof of salary and income. We cannot accept any identification documentation, such as a passport or driving licence. Please do not send any signed mortgage applications or offer documents (this will delay the process).

During the application process we may ask for other supporting documents that are not shown on the drop down list. You can upload these using the ‘other’ drop down option.

What is the maximum number of documents I can upload each time?

You can upload as many documents as you need to. Each individual document must not exceed 10 MB in size. If your document is large, saving as a pdf may help reduce the size. If you are still having a problem, please contact us on 0800 169 6333 where we can assist you further.

How long will I have to upload before the session times-out?

Your session will expire after 30 minutes of inactivity and where you have not selected 'Send all documents to HSBC', these documents will be lost. Documents that have been sent would have received a confirmation message that these were received.

Troubleshooting

How can I tell if I’ve uploaded the documents successfully?

A confirmation message will be displayed on screen when you have selected to ‘Send all documents to HSBC’.

I lost my internet connection whilst uploading or submitting. Do I have to upload the documents again?

Where you have been given on screen confirmation that the documents have been received, no further action is required. If you have not received this confirmation, you will need to upload your documents again.

I can’t find my reference number. Can I access without it?

If you do not have your reference number you will be unable to use this service. Please contact us on 0800 169 6333 where we can assist you further.

My date of birth drop down boxes are blank meaning I can't continue?

Some networks may not display content in date of birth drop down boxes, please connect to wifi to resolve.

The session has closed or I am unable to press continue to upload my documents?

If you experience this issue, please copy and paste the web link into your browser rather than clicking directly from your email.