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Is your wealth management firm closing your investment account because you are a non-resident of the U.S.? Partner with a cross-border financial advisor who specializes in providing investment managem
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2025-12-18 09:29:01
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Cross-Border Financial Advisor Skip to main content Cross Border Advisor Cross Border Tax and Wealth Planning Custodian Closed Your Cross-Border Investment Account? Custodian Closed Your Cross-Border Investment Account? Is your wealth management firm closing your investment account because you are a non-resident? You are not alone. Many U.S. investment companies and custodians have made a choice to no longer work with expats or non-residents who live outside of the U.S. Most do not have the proper licensing, registration or the desire to adhere to the ongoing compliance rules associated with working with a non-resident of the U.S. Do you work with a cross-border financial advisor? We can help. Speak to a Qualified Cross-Border Advisor Who is Cardinal Point Wealth Management? Cardinal Point is a cross-border wealth management firm with a deep understanding of assisting expatriates from both the United States and Canada. Whether you reside in the U.S. as a Canadian...
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