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CROSS-BORDER CONSULTING

US securities accounts

Before opening an account that offers US securities, check whether the broker accepts your country of residence, what documents it requires and how the account works. We help you organise these questions.

01 / US SECURITIES ACCOUNTS

Review the broker

Check the broker’s regulatory information, supported locations and products, trading and currency conversion fees, and account and funding arrangements. Eligibility varies by broker.

02 / US SECURITIES ACCOUNTS

Prepare account information

A broker may request proof of identity and address, tax residency information and source of funds, as well as tax forms appropriate to your status. The broker determines its requirements and review outcome.

03 / US SECURITIES ACCOUNTS

Understand investment and reporting risks

Securities prices and exchange rates can fluctuate; account fees and cross-border tax reporting can also affect outcomes. Account-opening support is not investment advice. Review broker documents and seek professional advice where needed before trading.

04 / CONTACT

Contact

Tell us about your plans and questions.