2009年11月10日 星期二

[etrade]必須要居住在美國才能買基金?

Message from etrade

After reviewing your account, I see that you have a foreign address. Mutual funds are not permitted for investors located outside the US. This is both an E*TRADE requirement as well as a requirement of the mutual fund companies. Their funds are not registered with the appropriate authorities to be sold outside the US. If you live in the US in the future, you will be able to invest in mutual funds at that time.



http://greenhornfinancefootnote.blogspot.com/2007/05/blog-post_936.html?showComment=1195179180000#c7506260630406398277

子飛提到...
我在etrade下單,因為是國際帳戶,所以不讓我買美國國內的開放型基金,因為上述基金是要本人在美國,開國內帳戶才能買,我想請教的是您在firstrade開的是國際帳戶嗎?還是您還在美國時就已經開好得戶頭?

(............)

綠角 提到...
子飛 Firstrade的國際帳戶可以購買美國的基金


message from etrade:
To purchase shares of a U.S.-based mutual fund, you must have a physical address in the United States and have a W-9 Form on file with us to certify your Social Security number or Tax-Identification Number. You can review any individual fund prospectus by bringing up a quote for the fund on our website or visiting the fund company website directly to view eligibility information for the fund.


Vanguard 500 Index Fund Investor Shares (VFINX)
https://personal.vanguard.com/us/funds/snapshot?FundId=0040&FundIntExt=INT -> [View prospectus and reports], page 42, Account Registration Form
Vanguard funds are registered for sale to U.S. residents only.
You must provide your U.S. address on this form.


Download a Fidelity Account® Application
https://scs.fidelity.com/accounts/services/content/fidaccount_details.shtml?tab=MostRequested&source=aong
This account is intended for U.S. residents only with a valid U.S. address. Non-U.S residents should visit our International Investment site.

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