Support for expatriates
Explore Schwab's services for U.S. expatriates.
We understand that as an American living outside the U.S., there are some difficult challenges. That's why we aim to make the 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.
Professional support
Our investment professionals can help guide you through the account opening process and answer your questions. As a Schwab client, 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, 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 IRS filing.
- A Schwab Visa® debit card that you can use at any ATM in the world, and Schwab will refund the fees.
Access Schwab Trading Platforms
As a Schwab client, you have access to market insights and online tools including:
- The ability to stay connected to the markets and trade via the Schwab website using your computer, tablet, and mobile device.
- Access to thinkorswim® trading platforms that offer powerful features and real-time insights designed to fit any trading style and skill level.