Before you book that one-way ticket, have you asked your brokerage what happens to your accounts when you move abroad?
Otto Rivera, EA, CFP® breaks down a reality most US expats discover too late: every custodian and broker dealer has completely different policies for international clients. Some will follow you abroad without missing a beat. Others will give you a deadline to move your assets or close your accounts entirely.
And even if your custodian lets you stay, the rules change. As a non-US resident, you cannot purchase new mutual funds. You can hold what you already own and let it keep reinvesting, but adding to a mutual fund strategy after the move is off the table.
The solution? Start asking questions before you move, not after.
Passport To Wealth™ is the podcast and advisory directory for US expats and Americans planning a move abroad. Host Arielle Tucker, CFP®, EA brings you the expert conversations that help you navigate cross-border taxes, investing, currency risk, immigration, and relocation with confidence.
Listen to the full episode and find a vetted cross-border advisor at passporttowealth.com/directory.

=================================

✅ About Passport To Wealth™.

✅ About Passport To Wealth™
Welcome to Passport To Wealth™, your trusted guide to financial clarity while living as an American Abroad. Hosted by Arielle Tucker, CFP®, EA, a cross-border financial planner and long-term expat, this channel is built for U.S. expats and globally mobile individuals navigating international living, U.S. tax planning, and cross-border finance.

Through expert interviews, expat stories, and practical advice, you'll learn how to manage your money, optimize taxes, and build a fulfilling life overseas. Join us to gain confidence, simplify expat life, and grow your wealth, wherever you are in the world.

#USExpats #AmericansAbroad #ExpatFinance #MovingAbroad #CrossBorderInvesting #ExpatInvesting #USExpatLife #ExpatMoney #InvestingAbroad #AmericansInEurope #ExpatPlanning #PassportToWealth #ExpatAdvisor #CrossBorderFinance #MovingToEurope #ExpatTaxes #BrokerageAccounts #FinancialPlanningForExpats #GlobalMobility #RetireAbroad

Your US Brokerage Account When You Move Abroad (This Will Surprise You)