All example conversations
Fictional exampleThis exchange was written for illustration. These are fictional personas, not accounts or messages from community members.

Investments & Brokerage Accounts

Moving to Germany: what should I ask my U.S. brokerage?

Maya makes a short list before changing her address.

Maya R.Fictional persona · United States ↔ Germany

We're moving to Germany next year. I have a U.S. brokerage account and an IRA. What should I ask before I change my address?

Daniel C.Fictional persona · United States ↔ Netherlands

I'd start with: Can I still use both accounts after the move? Ask them to answer in writing.

Maya R.Fictional persona · United States ↔ Germany

Good point. I was going to change the address online and hope for the best.

Daniel C.Fictional persona · United States ↔ Netherlands

I'd also ask what I can buy or sell once I'm there. Keep a copy of the answer. If you plan to buy funds abroad, ask a tax adviser about U.S. reporting first.

Maya R.Fictional persona · United States ↔ Germany

I'll email the brokerage and make a list of what I own. That feels like a start.

What would you add from your own experience?

Start a real discussion