My U.S. Brokerage Firm Is Charles Schwab

[My U.S. brokerage firm is Charles Schwab.]

When opening an investment account or applying for stock-backed lending, do not be influenced by financial advisors, sales representatives, or financial products recommended by wealth managers!

Charles Schwab Investment Brokerage: Chinese-language services | Charles Schwab

https://www.schwab.com/chinese-language-services-zh

If you need help from my Charles Schwab financial consultant, you may contact her directly.

My Charles Schwab financial consultant is Lisa. You can contact her directly. She is very professional and will definitely give everyone the greatest assistance.

Lisa's contact information: [email protected]

Lisa is from Taiwan, and she has no problem listening, speaking, reading, or writing in Chinese.

Email Lisa directly and say that CLEC James referred you. Ask her to help with account opening and other questions.

You can ask Lisa to help you open an account and apply for PAL.

For investing, follow my recommendation and invest in the QQQ index fund.

Lisa usually understands my investment philosophy: we only invest in index funds such as QQQ.

For account opening and investing, use our recommended QQQ.

• Charles Schwab's checking account and Debit card are very useful. When withdrawing money anywhere in the world, ATM fees are refunded to you. Charles Schwab also allows you to apply for a Visa Debit Card and checks. The Visa Debit Card can be used worldwide to withdraw local currency cash, with a daily limit equivalent to US1,000 in local currency (based on the international VISA exchange rate for that day, with no handling fee). In Taiwan, for example, when withdrawing New Taiwan dollars from an ATM, NTD100 will be temporarily deducted first, and Charles Schwab will refund it later. ATM cash withdrawal fees around the world will be returned to you.

• When using a Charles Schwab Debit card or any credit card anywhere in the world, it is recommended to settle credit-card purchases in the local currency (do not settle in U.S. dollars). Charles Schwab bank will immediately exchange currency at market rates. It is very good, and there are no foreign transaction fees.

Disclaimer

All email and video content, as well as reply information, is for reference only. I am not a professional investment advisor, nor am I a professional tax professional. All information is only a sharing of personal experience. Invest with caution, and you are responsible for your own investments and for any decisions and actions.

Written by: James.