Charles Schwab, Hong Kong, Ltd.
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U.S. Expat Essentials

U.S. Expat Essentials

Explore Schwab’s services for U.S. Expats

We understand that, as an American living outside the U.S., you may face some difficult challenges such as finding accommodations, settling your kids into schools, and adjusting to a different culture.

That’s why Schwab aims to make your 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

    In addition to local SFC registration, the Financial Consultants in our Hong Kong office are also licensed with FINRA in the U.S. They can help guide you through the account opening process and answer your questions. Just call and schedule an appointment. You’ll also have access to:

    • Client support and specialists to discuss specific investing or trading needs through phone service, 24x5.
    • Live workshops and online workshops showcasing Schwab’s platforms, market insights, and trading education.
    • An international wire team to facilitate currency exchanges and money movement.
  • Account Features for U.S. Expats

    As a U.S. citizen living abroad, you’ll enjoy a number of Schwab’s advantages:

    • 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.

    More features

  • Access Schwab Trading Platforms

    You’ll have access to market insights and online tools:

    • You can stay connected to the markets and trade via using your computer, tablet, and mobile device.
    • Active traders have access to StreetSmart Edge®, our most advanced trading platform, which is intuitive and easy to use.
  • Accounts and Products to Meet Your Investing Needs

    Schwab Hong Kong U.S. Dollar account allows you to invest in U.S. markets. In addition to U.S. investment products, you will also have access to help and guidance provided by Schwab professionals.

    Accounts and products

Want to know more about Schwab’s services for U.S. expats?

Please contact us.

  • In Person

    Hong Kong Investor Center
    Rooms 602-606, Gloucester Tower,
    The Landmark, 15 Queen's Road Central,
    Central, Hong Kong
    Office hours:
    Monday–Friday, 09:00 a.m.–6:00 p.m.