leaving-us

How to close or transfer a US brokerage account when leaving the US: IBKR, E*TRADE, Schwab, Fidelity

Leaving the US for India or another country? Most US brokerages won't hold accounts for non-US residents. Here's what happens to your E*TRADE, Schwab, Fidelity, and IBKR accounts when your US address changes — and how to transfer or liquidate without triggering avoidable tax.