The following webinar provides an overview of research we conducted on why American brokerage firms are closing the accounts of American expats. Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents. This includes big names such as Morgan Stanley, Merrill Lynch, USAA, Fidelity, TD Ameritrade, and other American based brokers.
This webinar and research article on expat account closures suggest strategies to overcome this limitation and tips on successful expat retirement planning. Feel free to contact Thun Financial with any questions related to currency risk or other financial issues facing Americans living abroad.
Why are American Brokers Closing Expat Accounts?
Expat Account Closure Webinar Topics Covered:
– Brokerage account restrictions for American expats
– Non-U.S. residents and mutual funds
– Using a U.S. address abroad
– Successful expat investing
Please see the Americans Living Abroad page for more information about the investment management and financial planning services that Thun provides for American expatriates.