Tag
us-brokerage
2 posts tagged us-brokerage
- 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.
- US Investing·
W-8BEN for Indian investors: the form that cuts your dividend withholding from 30% to 25% — and what happens when it lapses
What W-8BEN is, how to fill every line including your PAN, how the India-US DTAA brings withholding to 25%, and what to do when it expires.