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Support for expatriates

Explore Schwab's services for U.S. expatriates.

We understand that as an American living outside the U.S., you may face some difficult challenges. That's why we aim to make your financial transition as smooth as possible. We can help you invest in U.S. markets while living abroad, access U.S. dollar–based accounts, and provide reporting for U.S. tax filing.

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Professional Support

Our investment professionals can help guide you through the account opening process and answer your questions. You will have access to:

  • An international wire team to facilitate currency exchanges and money movement.
  • In-person and online workshops showcasing Schwab's platforms, market insights, and trading education.
  • Local and U.S.-based client support and specialists to discuss specific investing or trading needs.

Account Features for U.S. Expatriates

As a U.S. citizen living abroad, you’ll enjoy a number of advantages with Schwab, including:

  • Competitive rates of exchange when transitioning from the U.S. dollar to another major currency, and vice versa.
  • Simplified U.S. tax reporting due to all accounts being U.S.-domiciled dollar accounts. 
  • Clear online reporting and a 1099 form to help your IRS filing.
  • A Schwab Visa® debit card that you can use at any ATM in the world, and Schwab will refund the fees.
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Access Schwab Trading Platforms

You'll have access to market insights and online tools.

  • You can stay connected to the markets and trade via the Schwab website using your computer, tablet, and mobile device.
  • Active traders have access to StreetSmart Edge®, our most advanced trading platform, which is intuitive and easy to use.


Have more questions? We're here to help.

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    New clients
    0800 917-1039 (UK)
    +44 20 3795 2704 (outside the UK)
     

    Existing clients 
    00800 0826-5001 (UK)
    1-800-362-1774 (in the US)

    Customer service hours
    10:30 pm Sunday to 6:00 am Saturday (UK Time)

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    Visit us

    Charles Schwab, UK., Limited
    33 Ludgate Hill
    London EC4M 7JN
    United Kingdom

    Office hours
    Monday-Friday, 9:00 am to 6:00 pm (UK Time)