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

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US Investment Firms/Charles Schwab  


Posts: 41
 Bert
Premium Member
(@bert)
Eminent Member
Joined: 6 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. 

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