Brokerage Firm for Stocks and IRA's American; Schwab wants to disown me for being Expat.

[JimGant]

Update. I earlier reported that when I did my RMD last year, selling mutual funds in my IRA, I was flagged when trying to do it online that I had to do it by telephone -- and their flag provided the phone number. (Because my address of record was in Thailand.)

 

This year doing my RMD, when I went online, thinking I'd get the same flag and phone number -- nothing popped up when I indicated I wanted to sell some mutual funds in my IRA. Instead, I was allowed to proceed, which I did, and voila -- RMD done online, with no $25 dollar fee like with last year's phone transaction.

 

Who knows. Nothing has changed -- still have a Thai address. And I haven't seen any policy changes sent out. Curious.