Search results
Feb 27, 2024 · A number of major institutions, including Wells Fargo, Merrill Lynch, Morgan Stanley, USAA, Fidelity, and UBS, are reportedly shutting down accounts held by expatriates. Why is this happening? The underlying reasons for these actions stem from a series of regulatory requirements changes.
- Why Are Expat Brokerage Accounts Being Closed?
- Why Are Non-U.S. Residents Restricted from Owning U.S. Mutual Funds?
- How Can Americans Living Abroad Invest?
- Investing Solutions For Americans Abroad
The global financial regulatory landscape is changing dramatically. FATCA imposes significant new compliance burdens on non-U.S. financial institutions with U.S. clients. As a result, many non-U.S. financial institutions now simply refuse to service U.S. persons. Unfortunately, many U.S. financial institutions are following suit due to FATCA and ot...
As widely reported, many U.S. mutual fund companies have introduced policies preventing their funds from being purchased by non-U.S. residents, including Americans abroad. Many expats are surprised to learn that rules barring the sale of most U.S.-registered mutual funds to non-residents are decades old. Previously, these long-standing limitations ...
A select number of U.S. brokers are still willing to work with Americans abroad. This is especially true when they’re guided by a specialized independent financial advisor who can conduct additional due diligence on the client. While U.S. mutual funds may no longer be available for Americans abroad, exchange-traded funds(ETFs) are generally not res...
The investing landscape for Americans abroad is becoming increasingly complex. New brokerage account and mutual fund restrictions raise high hurdles for Americans abroad to invest wisely and tax-efficiently. Furthermore, implementing sound investment strategies without being ensnared in a cross-border tax trap has never been harder. However, soluti...
You can only get a work visa if you go to an American university, even then it’s only valid for 2 years. If you’re dead set on the US study in the US and get married within the 6 year time frame (4 years university + 2 year visa) to an American. What you’re describing is incredibly difficult even at a senior level. 2.
Jun 26, 2024 · In 2020, it was acquired by Morgan Stanley in the biggest takeover of a U.S. bank since the 2008 crisis. If you live outside of the United States and want to use E*TRADE, this article will introduce a few of the countries where the service is available and provide alternatives for international investors who cannot use the platform or who ...
- Gustavo Gomes
Learn about flexibility and work from home benefits at Morgan Stanley. Information about company support and remote work due to COVID-19.
Aug 5, 2021 · Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why these firms are discarding these complex clients, and what people should do next.
People also ask
Does Morgan Stanley offer educational resources?
Is Morgan Stanley a good investment company?
Will Merrill Lynch & Morgan Stanley close international accounts?
Should you invest in fidelity or Morgan Stanley?
Morgan Stanley offers a few investment options. The top-tier choice is a dedicated personal financial advisor who will meet with you in person, via video conference, online or over the phone; this option is open to people who can afford a minimum investment of $500,000.
