Support for expatriates

Explore Schwab's services for U.S. expatriates.

We understand that as an American living outside the U.S., there are some difficult challenges. That's why we aim to make the financial transition as smooth as possible. We can help you invest in U.S. markets while living abroad, access U.S. dollar–based accounts, and provide reporting for U.S. tax filing.

Professional Support

Our investment professionals can help guide you through the account opening process and answer your questions. As a Schwab client, you will have access to:

  • An international wire team to facilitate currency exchanges and money movement.
  • In-person and online workshops showcasing Schwab's platforms, market insights, and trading education.
  • Local and U.S.-based client support and specialists to discuss specific investing or trading needs.

Account Features for U.S. Expatriates

As a U.S. citizen living abroad, enjoy a number of advantages with Schwab, including:

  • Competitive rates of exchange when transitioning from the U.S. dollar to another major currency, and vice versa.
  • Simplified U.S. tax reporting due to all accounts being U.S.-domiciled dollar accounts. 
  • Clear online reporting and a 1099 form to help IRS filing.

Access Schwab Trading Platforms

As a Schwab client, you have access to market insights and online tools including:

  • The ability to stay connected to the markets and trade via the Schwab website using your computer, tablet, and mobile device.

  • Access to thinkorswim® trading platforms that offer powerful features and real-time insights designed to fit any trading style and skill level.

Start investing in the U.S. market today.

Have more questions? We're here to help.

  • Call

    New customers
    +852-2101-0511
    Monday-Friday, 9:00 am to 6:00 pm (HK Time)

    Existing customers
    +852-2101-0500
    Monday 5:30 am – Saturday 1:00 pm (HK Time)

  • Email

    Write to us

  • Visit us

    Charles Schwab, Hong Kong, Ltd.
    Room 3401, 34th Floor, Gloucester Tower,
    The Landmark, 15 Queen's Road Central, Central, Hong Kong

    Office hours
    Monday-Friday, 9:00 am to 6:00 pm (HK Time)