Open a US brokerage account with major brokerages like Charles Schwab, Fidelity, or Interactive Brokers. Access US markets, ETFs, and investment options.
US brokerages offer direct access to the world’s deepest capital markets. ETFs, stocks, bonds, and options at lower costs than most non-US platforms.
Note for U.S. citizens: If you are a US citizen or green card holder, you are subject to worldwide US tax reporting. All brokerage account activity will be reportable to the IRS. required.
Open your US brokerage account with full support.
100% Remote Opening – No US visit required, open from anywhere
World-Class Brokerages – Schwab, Fidelity, Interactive Brokers
SIPC Protection – US investor protection up to $500,000
USD Accounts – Hold and invest in US dollars
Low Fees – Commission-free trading on most US stocks and ETFs
Global Access – Trade US markets from anywhere
Tax Treaty Benefits – W-8BEN reduces dividend withholding for eligible countries
We review your current situation including ITIN status, US address, tax residency, and investment goals to confirm eligibility and identify the most suitable brokerage.
We advise on the best fit between Charles Schwab International, Fidelity, and Interactive Brokers based on your country of residence, investment objectives, and account minimums.
We prepare and review your full application package including identity documents, ITIN documentation, proof of US address, and any additional forms required.
We guide you through the application process step by step. Where required, we coordinate notarization, apostille, or certified translation of supporting documents.
We liaise with the brokerage compliance team on your behalf, respond to additional information requests, and keep you updated throughout the review process.
Once approved, we walk you through funding your account, platform navigation, and initial setup steps.
corporate documents.
Valid Passport – Clear copy for founder and all beneficiaries
Secondary ID – Additional government-issued identification
Proof of Address – Recent utility bill or bank statement dated within 3 months
Bank Reference Letter – From your current financial institution, dated within 3 months
Proof of Income – Tax return, employment letter, or accountant certification
Foundation Questionnaire – Completed questionnaire defining structure (we provide the template)
Beneficiary Details – Passport copies for primary, substitute, and contingency beneficiaries
Initial eligibility review and brokerage recommendation
Full application preparation and document review
Step-by-step guidance through the application process
Coordination of any additional compliance or KYC requests from the brokerage
W-8BEN preparation and review
Post-approval onboarding walkthrough
Direct access to your Jerz Group advisor throughout the process
| Milestone | Timeframe |
|---|---|
| Document preparation and application submission | 3-7 business days |
| Brokerage review and compliance processing | 2-6 weeks |
| Account approval and activation | 1-3 business days after approval |
Total time from engagement to an active, funded account is typically 4-8 weeks. Interactive Brokers tends to process non-US applications faster than Schwab or Fidelity.
Not all nationalities are eligible – US brokerages maintain restricted country lists that change periodically. We confirm eligibility before you engage.
Account minimums vary – Some brokerages require an initial deposit to activate the account.
Tax reporting obligations apply – As an ITIN holder investing through a US brokerage, you may have annual US tax filing obligations (Form 1040-NR).
W-8BEN and treaty benefits – Properly completing the W-8BEN can reduce withholding tax on dividends and interest for residents of countries with a US tax treaty.
This is not investment advice – The Jerz Group assists with account opening and structuring. We do not provide investment advice or manage assets.
ITIN and US address must be in place before we begin – If you need either of these, contact us to discuss a combined engagement.
Need an ITIN? See our ITIN service.
