US Investment Firms/Charles Schwab – Red Tape / Business – Expats Portugal Community Forum
Clear all

Please feel free to view our Forum, but you must either LOGIN or REGISTER to join in the conversation.

Wow Wines Banner

US Investment Firms/Charles Schwab

Posts: 131
Premium Member
Topic starter
Estimable Member
Joined: 12 months ago

Hi, Not sure if my question belongs under this heading but it is what came up when I searched. So, getting ready to relocate to Portugal in retirement 2022. Have been told by my investment firm in the US they cannot invest/represent me if I live in Portugal for more than 6 months and I can't trade in my account, only withdraw. This is similar with several investment firms in the US. I contacted Blevins Franks but they don't deal with the US I was told. I recently contacted Charles Schwab and am told that they do have international accounts and that I could trade in my account in the US myself or they have partnerships with companies that are able to trade (for a fee of course). 

My question is this have any American ex-pats come across this, used or have a Charles Schwab account and if so does it work with ease? Ok thanks. 

Sovereign Group Leaderboard

To post a reply, sign up and become a member!


By becoming a valued Premium Member today, your support will help the team continue to bring you useful content about life in Portugal. You can also:

JOIN TODAYOnly €25 per year


Sign me up as a Community Member today for access to the forum and social meet-ups.



The first year’s donation is only €47 with a 50% discount every year you continue to renew your membership. By becoming a valued Premium Member today, you will unlock some great privileges, freebies and perks.

Less than €4 per monthJoin Today

Copyright © 2021 Expats Portugal

Marketing by Unity Online