Misc.Jan 17, 2023
OracleNew joiner

Fidelity portfolio

Hello, has anybody moved to home country after staying for a few years in US with money invested through Fidelity?. How have you been managing your portfolio. Please let me know. Edit- I made the investment from long term perspective. So the question is to withdraw money years after leaving the US. Moreover, to invest from home country. How feasible is it from both perspectives - investment as well as withdraw. Has anybody done that?. What things should one consider?

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ETRU40 Jan 17, 2023

Following

Yahoo Inc immortalzz Jan 17, 2023

Can you elaborate here? How as in how do you go in to the account and make transactions or how to make investment changes?

Oracle New joiner OP Jan 17, 2023

Exactly. Have mentioned this in the "edit". Please advice. Thank you

Yahoo Inc immortalzz Jan 17, 2023

Okay now it certainly makes sense. Fidelity wont let you withdraw outside of the US. You either need to be present or have a power of attorney to do that for you. For investment changes it depends on which country you are at. Likely that you can still invest but check to see if your country has any restrictions.

Microsoft facklazies Jan 17, 2023

By logging into the website and placing buy and sell orders. Money transferred do US bank, using wise.com to convert. Why does it seem so hard for you?

Twitter jfsyn_57 Jan 17, 2023

What address did you give to keep your US Bank account active?

#ReadyForWork
KFkW32 Jan 17, 2023

Just don’t change any address after you leave.