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US Expat Facing Closure Of Your Account?

Charles Schwab, Fidelity, Merrill Lynch, Morgan Stanley, Wells Fargo and others are closing accounts held by US expats abroad.

Contact Tom Zachystal today for expert advice on protecting your investments

Tom Zachystal is President of IAM, a Registered Investment Advisor, and is a Chartered Financial Analyst and Certified Financial Planner™ professional specializing in portfolio management and financial planning services for expatriates.

With clients on four continents in over a dozen countries, Tom Zachystal is one of a small group of financial advisors carefully selected by Expat Focus for their knowledge, professionalism and integrity.

Key highlights:

Americans living abroad are now affected by regulations that govern US brokerage firms’ reporting and due diligence responsibilities - in many instances, rather than comply with the additional burden imposed by these regulations, their financial institution will simply close their account.

In Brief: What Are The Options For US Expats?

Option 1: Liquidation

Option 3: Specialist Firm

Option 2: Another Brokerage

Although this is an option, be aware that it may have unintended tax consequences. Always take professional advice from an expatriate taxation professional.

There is a small number of brokerage firms willing to deal with US expats. A self-managed account at your existing brokerage may be another option.

Deal with a firm that is a Registered Investment Advisor in the USA and specializes in investment management for US citizens living abroad.

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Tom Zachystal
Expat Focus Partner

Tom Zachystal
CFA, CFP