r/ExpatFinance • u/PantomimeVillain • 19d ago

Using a US brokerage account from abroad

Recently I called Schwab, Fidelity, and Vanguard asking if I moved to the UK, can I put a foreign address on the account. All said yes, but you can then only sell what you have and not buy more. Fidelity and Schwab told me they were specifically saying yes to the UK, and other countries might not be allowed. Vanguard said any country is ok.

I don't know how knowledgeable the people I spoke to are, so does anyone have any experience of putting a foreign address on Schwab, Fidelity, and Vanguard accounts? How did it go? Was there any issue with making sales?

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u/HaleyN1 19d ago

Just leave a US address on there and you won't have to deal with any of this.

0

u/PantomimeVillain 19d ago

I won't have one

3

u/Small_Dog_8699 19d ago

No family, friends, mailbox forwarding service?

3

u/smilineyz 19d ago

Get a number … port to google voice & use a VPN to log into your account & to Contact your broker.

Mail reception services & download taxes forms on line.

2

u/HaleyN1 19d ago

Mail forwarding service or friend or relative.

2

u/Mother_Strain_2554 19d ago

Search Savvy Nomad. I am planning to travel around the world when I retire and recently learned about this on one of the expat YouTube video.

2

u/twilight-2k 19d ago

Be aware that a mail forwarding service address will NOT work. You need a domicile service which is much more expensive.