Investment Accounts in US

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lebrx002
Posts: 8
Joined: Wed Dec 29, 2021 11:11 am

Investment Accounts in US

Post by lebrx002 »

Hi - I'm moving to Canada this year from the US. I will be rescinding my green card at that point. Do I need to transfer my investment accounts (holding ETFs) from a US broker to a Canadian one? My US broker has a dual license to operate in both countries.
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nelsona
Posts: 18675
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Re: Investment Accounts in US

Post by nelsona »

Whether or not you rescind GC, your ability to keep a US non-retirement account is entirely up to your broker's license and willingness to keep you.

Yours would appear to be licensed, so it is between the two of you if you want to keep the account.
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
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