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Non US resident - now needing Investment Company !
05-02-2016, 07:33 AM
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#1
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Recycles dryer sheets
Join Date: Jan 2012
Location: Northern Ireland
Posts: 100
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Non US resident - now needing Investment Company !
Hi ,
long time user of site - but I seldom post.
For the last 10 ++ years , I have used Morgan Stanley , as an "Institution" to buy / sell / hold : stocks / shares / cash for me. (Name changed a while back - merger?)
They have just "decided" that they no longer wish to service accounts for non - US residents !! . So I have 60 days to find myself a new "provider".
Any suggestions / ideas / recomendations / avoidances ?? .. it appears that few US companies still wish to do this.
I am happy to use either an internet based / or mix of person and internet based business. Value of a/c is $ hundreds of thousands , so not a decision I wish to get wrong.
Thanks in advance
Alan.
PS I am leaving home (IRL) for 30 days motorcycling in the US tomorrow , so could handle some appointments when there if necessary. (isn't early retirement wonderful )
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05-02-2016, 07:36 AM
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#2
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,726
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Charles Schwab is popular among expats.
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05-02-2016, 12:14 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Jul 2007
Posts: 2,487
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When I worked expat, I used Schwab. I had some company related stuff in Credit Suisse, since my megacorp was Swiss based, and my vested performance shares were put in there. I finally sold all of that last year because of FINRA and FATCA reporting requirements...and our stock was pretty cyclical, trading in a wide range between 50 and 80 CHF. I sold at about 82. Now all but my deferred income is in Schwab and I've been very happy with them.
__________________
Find Joy in the Journey...
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05-02-2016, 03:22 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2015
Location: Michigan
Posts: 5,003
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I was with Morgan Stanley, then Merrill Lynch, but am now at Fidelity. I suggest you try them.
__________________
"The mountains are calling, and I must go." John Muir
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05-02-2016, 03:48 PM
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#5
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Recycles dryer sheets
Join Date: Jan 2012
Location: Northern Ireland
Posts: 100
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Thanks for those names - gives me a start
cheers !!
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05-02-2016, 03:59 PM
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#6
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Moderator Emeritus
Join Date: Sep 2007
Posts: 17,774
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 Quote:
Originally Posted by Cortina
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...
PS I am leaving home (IRL) for 30 days motorcycling in the US tomorrow , so could handle some appointments when there if necessary. (isn't early retirement wonderful )
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Schwab should use you in an ad, zooming up to a Schwab office on your motorcycle to open an account in retirement. 
__________________
“Would you like an adventure now, or would you like to have your tea first?” J.M. Barrie, Peter Pan
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05-02-2016, 04:08 PM
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#7
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2006
Posts: 11,401
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Consider this:
What You Can Invest In
Agus go n-éirí an bóthar leat!
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05-02-2016, 09:17 PM
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#8
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,154
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Quote:
Originally Posted by MichaelB
Charles Schwab is popular among expats.
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Good to know in case my brother decides to change brokers.
__________________
Retired since summer 1999.
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