If you are a US citizen who has made aliyah, it is not uncommon to receive a letter informing you that your broker is unable to serve you anymore. On today's show, I am sharing with you how easy it is to transfer your brokerage account.

Not only is it VERY simple to transfer your account to a new firm, but it can cost you big time if you take your friends' advice or crowdsource how to go about this. Go directly to a financial professional to sort this out!
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DISCLAIMER:

Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

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