Tag
schwab
2 posts tagged schwab
- NRI Finance·
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.
- RSU Management·
W-8BEN for Indian RSU holders: what it is, how to file it, and what happens when it lapses
W-8BEN certifies your Indian residency to your US broker and cuts dividend withholding from 30% to 25% under the India-US DTAA. Here's exactly how to file it with Morgan Stanley, Fidelity, E*Trade, and Schwab — and what happens if yours has expired.