Financial advisors for US expats living in the DR

How can you not use the services if you can keep the account open? Why would you tell them then?

Hows does moving to the Dr effect your investment strategy?

That's just the way Fidelity works, I can still use their regular services but if I don't have a US address I'm not allowed to use their advising services. I'm already discussing my move with my advisor, and it's helping me set up the regular pension payments I'll need to have for getting and renewing my pension based residency. I don't really think my move there will change my strategy, I just want someone to check in with now and then to make sure things are on track in case markets change and I need to keep up, though that's not always top of mind for me.

You have some options. Maintain a US mail forwarding address in Miami, then you qualify.

You will want to use a US based firm either way. As a former financial planner from Canada I would not trust the advice here in the DR.

Check into Charles Schwab's International accounts. A lot of expats use Schwab for both investments and checking accounts. The checking accounts reimburse you for foreign ATM fees, which can be a big benefit when you live outside the country.

These are great options, thanks so much! I'll run the idea of the Miami mailing address by my financial advisor, see if it will work. Fidelity also has an international company, separate from regular Fidelity, so I could compare it to the Schwab international. I really appreciate the helpfulness of this group, you guys, thanks!

Get a P.O. Box w/mail forwarding , I have fidelity , I’ll have to look into that one  , maybe a daughter or friends address would help

Good ideas. Anyone know of a good mail forwarding company that delivers to Sosua or thereabouts? I guess that would help me order on Amazon, etc as well. I can do the research, but just in case someone knows, thanks!

There are a few bigger more stable companies.  Mailbox etc, CPS, and BM Cargo

@Jennifer Storm Nelson

I actually use Fedility for 13 years and have nothing but a great experience.

I also use MailBox etc for 15 years and the same experience.

We used Mail Boxes, Etc., CPS, and Domex. Domex was by far the fastest and most reliable in our experience! Also a lot cheaper than MBE.

Thanks, I will look into all these recommendations.