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  1. #21
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    Feb 2015
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    Quote Originally Posted by voltage View Post
    interesting, how are the shares held, in custodial? Also are their tax issues, I have been told to not use US domiciled products as death duties will apply for non US residents.
    Yes, they are held custodial. There will be taxes charged, that can been claimed on a IR3.
    I understand death duties would apply, however I'm ok with that for my small holding.

  2. #22
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    Jan 2014
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    Osaka
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    Has anyone bought anything on Halifax or have any experiences with it to share?

  3. #23
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    Mar 2014
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    139

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    Quote Originally Posted by scottwalshnz View Post
    I set up an account with https://www.tdameritrade.com early this year. The process was straight forward and they accept NZ residents. Couldn't do it online, had to fax or post the forms (I faxed)
    Most trades are $9.95. Trades are held as street and you can enable DRP on most holdings.

    I've used nzforex to fund it, which has worked fine.
    I have been trying to apply online with Ameritrade. Seems doable as NZ citizen and resident except for needing an ITIN (https://en.wikipedia.org/wiki/Indivi...ication_Number.) What did you do there?

  4. #24
    Advanced Member Entrep's Avatar
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    Mar 2008
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    1,859

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    schwab.com very good for me

  5. #25
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    Feb 2015
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    37

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    Quote Originally Posted by Airw0lf View Post
    I have been trying to apply online with Ameritrade. Seems doable as NZ citizen and resident except for needing an ITIN (https://en.wikipedia.org/wiki/Indivi...ication_Number.) What did you do there?
    Your IRD number.

  6. #26
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    Join Date
    Mar 2014
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    139

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    Quote Originally Posted by scottwalshnz View Post
    Your IRD number.
    Are you sure? There is one field for the ITIN which is supposed to be issued by the IRS in the USA for non-Americans. Ameritrade had a second field for what was presumably my IRD number, i.e., the tax number in my home country...

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