My U.S. Brokerage Is Charles Schwab

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Open an investment account and apply for stock pledge loans, but do not let financial consultants, salespeople, or recommended financial products influence your investment decisions.

Charles Schwab Chinese-language services: https://www.schwab.com/chinese-language-services-zh. If you need help from my Charles Schwab financial consultant, you can contact her directly.

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

Lisa's contact information ([email protected]) Lisa is from Taiwan and has no problem listening, speaking, reading and writing in Chinese.

Email Lisa directly and say you were referred by CLEC James. Ask her to help with account opening and related issues.

You can find Lisa to open an account and apply for PAL.

When investing, follow my advice and invest in QQQ index funds.

Lisa generally understands my investment philosophy: we invest only in index funds, especially QQQ.

To open an account and invest, we recommend QQQ.

Charles Schwab's checking account and debit card are very convenient. You can withdraw cash around the world, and ATM fees are reimbursed. You can apply for a Visa Debit Card and checks. The Visa Debit Card can withdraw local currency worldwide, with a daily limit equivalent to US$1,000 based on the day's international Visa exchange rate and no handling fee. In Taiwan, when withdrawing New Taiwan dollars from an ATM, NTD 100 is withheld first and later reimbursed by Charles Schwab. ATM withdrawal fees worldwide are refunded.

When using a Charles Schwab debit card or any credit card abroad, choose local-currency settlement rather than U.S. dollar settlement. Charles Schwab Bank exchanges currency immediately at market rates, which is very good, and there are no foreign transaction fees.