Charles Schwab, U.K., Limited

Charles Schwab, U.K., Limited
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U.S. Expat Essentials

Explore Schwab’s services for U.S. Expats

We understand that, as an American living outside the U.S., you face some difficult challenges, such as finding accommodations, settling your kids into schools, and adjusting to a different culture.

That’s why Schwab aims 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.

  • Local and U.S.-Based Professional Support

    The U.S.-licensed Financial Consultants in our London office can help guide you through the account opening process and answer your questions. Just call and schedule an appointment. You’ll also have access to:

    • U.S.-based client support and specialists to discuss specific investing or trading needs through a toll-free phone service, 24x5.
    • London-based branch and online workshops showcasing Schwab’s platforms, market insights, and trading strategies.
    • An international wire team to facilitate quick and efficient currency exchanges and money movement.

    Not only can we assist with your US investing needs while living abroad, we can also help you with account transitioning if you decide to move back to the U.S.

  • Account Features for U.S. Expats

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

    • Competitive rates of exchange to other currencies, to help you fund your investment accounts.
    • All accounts are U.S.-domiciled dollar accounts, which can simplify your U.S. tax reporting.
    • Clear online reporting and a 1099 form to help your IRS filing.
    • A Visa® debit card with no ATM fees.

    More features

  • Access Schwab Trading Platforms

    You’ll have access to market insights and online tools:

    • You can stay connected to the markets and trade via 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.
  • Accounts and Products to Meet Your Investing Needs

    You can find the accounts you want, from the Charles Schwab UK account to the Schwab IRAs®.

    Accounts and products

Want to know more about Schwab’s services for U.S. expats?

Please contact us.

  • In the U.K.

    0800 917-1039
  • Outside the U.K.

    +44 20 3795 2704
  • Already a Schwab client? (24x5)

    In the U.K.: 00800 0826-5001

    Outside the U.K.: +1-415-667-8400

  • In Person

    Charles Schwab, U.K., Ltd.
    33 Ludgate Hill
    London EC4M 7JN
    United Kingdom

    Office hours: Monday–Friday, 09:00–18:00 (UK Time)