CHARLES SCHWAB, HONG KONG, LTD.

Charles Schwab, Hong Kong, Ltd.
Type here for Search
Type here for Search

U.S. Investing


Schwab makes investing in the U.S. more accessible.

    Schwab’s expertise can help you get the most from your U.S. investments.

    EXPERIENCE

    Trade with a Fortune 500 company that has over 40 years of U.S. market experience.

    ACCESS AND SUPPORT

    Invest in the U.S. market with intuitive tools and personal assistance.

    VALUE

    Get more with $0 1 online equity trade commissions backed by our Satisfaction Guarantee.2—if you're not satisfied, we'll refund your eligible fee or commission.

    U.S. MARKET EDUCATION

    Deepen your understanding of U.S. investing with educational workshops designed specifically for international investors.

    We believe that asking questions can be the first step towards investing success.

    Ready to Start

    • There is no charge to work with a Schwab Financial Consultant. Although other account fees, fund expenses, and brokerage commissions may apply, we believe in keeping our fees low as a way to provide greater value to you. We strive to keep fees low so that you have more to invest.

      Get details about our fees and commissions.

    • Minimum to open an individual or joint account is US$25,000. Please contact us for the minimum to open a Corporate account.

    • Satisfaction Guarantee:
      At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment is backed by a guarantee.2 If for any reason you’re not completely satisfied, we’ll refund your eligible fee or commission and work with you to make things right.

    • These are the steps you’ll follow:

      Step 1: Complete account application and W-8BEN
      Step 2: Prepare required supporting documents
      Step 3: Fund your account
      Step 4: Submit completed applications and supporting documents


      Get started here.


      You may also transfer your existing brokerage account to Schwab without liquidating your assets. Learn about the simple steps to transfer your account.


      Our team of U.S. investment professionals is here to help with your account opening questions. If you have any questions, please call +852-2101-0511. You can also reach us via email.

    • You can fund your account by depositing a personal check, initiating a wire transfer, or through transferring your account from another brokerage firm by submitting an Account Transfer Form.


      Please see Deposits & Transfers for additional details.

    • Foreign investors typically pay no U.S. capital gains on U.S. securities trades and their dividends from non-U.S. (offshore) sources. Current U.S. estate tax laws also provide significant advantages to foreign investors. You should consult your legal and tax advisor(s) with any questions. Here are some basics about certain U.S. tax and estate considerations that you may take into account as part of your investment decision-making process.

    What We Offer

    • We provide access to the U.S. market to help investors take advantage of investment opportunities with a variety of products, including:
      Stocks
      ADRs
      Fixed Income

    • Effective July 6, 2019, new regulatory rules in Hong Kong will affect the purchase of complex products. As of July 1, 2019, Schwab Hong Kong will no longer offer complex products to its customers. Please read the FAQ for more details.

    • Trading with Schwab means getting the innovative tools, premium insights, robust education, and specialized support—all of which help give you what you need to make informed and timely trading decisions. And all with no trade minimums or platform fees (other account fees, fund expenses, and brokerage commissions may apply; see our pricing guide for details).

      Trade with powerful web, software, and mobile trading platforms featuring advanced tools that are intuitive to use.

    • Schwab offers financial education specially designed for our clients. Our in-person events and live webinars live workshops and on-demand webinars are designed to help clients learn more about topics around U.S. investing. We also offer regular updates and insight into the state of the U.S. market. Use these resources to improve your investing knowledge and enhance your trading skills.

      View our available workshops and webinars.

    How We Help Investors

    • At Schwab, we believe in putting investors first. We’re here to help foreign investors get the most out of their U.S. investments.

      The U.S. is home to the world’s largest financial market.* Our financial consultants, tools, and resources are all available to provide insight into American market trends. Together, we can help you understand the U.S. market in an effort to help you achieve your financial goals.

      Explore more about Schwab’s commitment to international investors.

      *Source: World Federation of Exchanges. Data as of December 31, 2017. Based on market capitalization.

    • Stay up to date with Market Insights—a collection of in-depth daily U.S. market news plus commentary and insights from Schwab market experts.

    • Schwab was built around a simple purpose: champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life. Whatever your individual needs are, you’ll find services tailored for non-U.S. investors like you right here at Schwab.

    • As an American living outside the U.S., Schwab aims to make your financial transition as smooth as possible. Below are a few ways we can help you invest in U.S. markets and manage your account while living abroad.

      • Professional support to help guide you through the account opening process and answer your questions
      • An international wire team to facilitate currency exchanges and money movement
      • Competitive rates of exchange when moving into or out of U.S. dollar with other major currencies
      • All accounts are U.S.-domiciled dollar accounts, which can simplify your U.S. tax reporting
      • Clear online reporting and a 1099 form to help your IRS filing

      Explore more information on Schwab’s services for U.S. expats.

    • Schwab Hong Kong clients are covered by Securities Investor Protection Corporation (SIPC). In addition, Schwab offers extra coverage and employ additional security measure to protect clients' assets.


      Explore more for more details and information on additional protection.

    Don’t see the answer you need?

    Ask a Question or call us at

    +852-2101-0511

    Let’s take the next step together.

    Open an Account

    Learn about investing in the U.S. market.

    Schwab offers free financial education designed for international clients.

    Browse Workshops
    Charles Schwab

    1. The standard online $0 commission does not apply to large block transactions requiring special handling, restricted stock transactions, trades placed directly on a foreign exchange, or fixed income investments. Service charges apply for trades placed through a broker ($25). Exchange process, ADR and foreign transaction fees for trades placed on the US OTC market still apply. See the Charles Schwab Hong Kong Pricing Guide for Individual Investors for full fee and commission schedules.

    2. If you are not completely satisfied for any reason, at your request Charles Schwab, Hong Kong, Ltd. ("Schwab") will refund any eligible fee related to your concern within the time frames described below. Two kinds of "Fees" are eligible for this guarantee: (1) asset-based "Program Fees" for the Schwab Private Client investment advisory service ("Participating Service"); and (2) commissions and fees listed in the Charles Schwab Hong Kong Pricing Guide for Individual Investors ("Account Fees"). Program Fee refund requests must be received no later than the next calendar quarter after the Fee was charged. Account Fee refund requests must be received within one year of the date that the Fee was charged.

    Program Fees are calculated as a percentage of eligible assets in Participating Service accounts. For more information about Program Fees, please see the disclosure brochure for the Participating Service, made available at enrollment or any time at your request. The guarantee does not cover Program Fees for accounts managed by investment advisors or managed by affiliated advisors outside of the Participating Service.

    The guarantee is only available to current clients. Refunds will only be applied to the account charged and will be credited within approximately four weeks of a valid request. No other charges or expenses, and no market losses will be refunded. Other restrictions may apply. Schwab reserves the right to change or terminate the guarantee at any time.