US Expats - investment brokerage - Portugal forum

US Expats - investment brokerage

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sponger Active member

Member since 20 December 2020

spongerActive member26 August 2023 08:08:20

Here鈥檚 a question for other US expats currently living in Portugal who invest:

what are you doing for your personal investments in terms of a brokerage (for funds/ETFs)? Are you keeping your US accounts (I.e. Fidelity or Schwab) active and continuing to use these under a US address or have you opened up a PT brokerage account and invest through one of these?

i know with a US brokerage account you can鈥檛 technically buy any type of Fund or ETF if resident in Portugal (and have a PT address). I also know a couple of expats who simply changed the address of their accounts to family member still in the US so they can continue investing. I wanted to know what others on this forum are doing?

I see YouTube channels like Our Rich Journey who are very open about their investment accounts and the funds they invest in, but they aren鈥檛 technically able to make these investments unless they are claiming a different residency.聽

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