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USA investment account

alal123

Star Member
Dec 20, 2021
63
0
Hi,

I will be living in Canada on PR soon and working in US. Can I keep my fidelity brokerage account, 401k and Roth IRA and fidelity Go?

Thanks
 

owleroz

Full Member
Feb 22, 2018
43
5
Hi,

I will be living in Canada on PR soon and working in US. Can I keep my fidelity brokerage account, 401k and Roth IRA and fidelity Go?

Thanks
Fidelity usually let's you keep the brokerage account but you can't actively trade. They let you hold on to existing stocks but as a non-resident you can't buy new stocks. To make cross-border taxes simpler, you can transfer your stocks to a Canadian brokerage without having to trigger capital gains/losses.