×
Interested in our Partner Program for businesses or our Local Guide Program for experienced expats and digital nomads? Click here to learn more.
Partners & Local Guides
Expat Exchange
Free MembershipSign In
Account Italy Index   Search
Explore DestinationExplore ItalyBest Places to Live Schools FindCommunity FavoritesPlan Your Move
Explore DestinationExplore Community
Plan Your Move

Expat Community > Italy

 classic view

Investment Banking while living in Italy

5 years ago
We are planning on moving to Italy in June. We just left Morgan Stanley where they told us if we make a change of address outside of the US or residency in Italy, they will need to close our portfolio. I came to this awesome expat site and found that Sergio uses Schwab for banking in the US. We called Schwab and they said essentially the same thing as Morgan Stanley regarding new accounts made after March 15, 2019, which would impact us. Anyone have any other ideas as to how our money can continue to grow while living in Italy? Also so we won't be taxed on our IRA's/SEP's because of having to close our account.

Italian For A While
Italian For A While
Cigna Global Health
Cigna Global Health

Award winning International Health Insurance for Individuals and families living abroad
Get Quote

Cigna Global HealthCigna Global Health

Award winning International Health Insurance for Individuals and families living abroad
Get Quote

Italian For A While
Italian For A While

Our Story Our Team Contact Us Partner with Us
Guides to Cities in Italy
Amalfi Amalfi Coast Bergamo Bologna Cinque Terre Florence Genoa Lake Como Lake Garda Liguria Lucca Milan Minturno Modena Naples Parma Perugia Piedmont Portofino Portovenere Puglia Rapallo Rimini Rome Sanremo Siena Sorrento Taormina Turin Tuscany Venice Verona Viareggio
Country Resources
Health Insurance Moving & Shipping Language Schools Real Estate Firms More Resources

Copyright 1997-2025 Burlingame Interactive, Inc.

Privacy Policy Legal Partners & Local Guides