Schwab's approach to mutual fund investing

Schwab started nothing short of an investment revolution by offering customers access to a wide range of mutual funds with low or no transactions fees. Today we continue this tradition with Offshore Mutual Funds for our international customers.

Offshore Mutual Funds for International Investors

Schwab's Offshore Fund Program is available to non-U.S. persons (where permissible) and consists of a diverse selection of funds from many well-known fund families. Offshore Mutual Funds offer the following benefits to our customers:

Free from U.S. withholding tax on income earned on your investment and excluded from U.S. estate tax calculations¹
Sales loads are waived to provide investors with greater investment value
Ability to invest in markets around the world through leading investment managers

Learn more about Offshore Fund investing.

Visit our Offshore Fund Center for a complete listing of offshore funds available.

Diversification strategies do not assure a profit and do not protect against losses in declining markets.

1. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.

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Consult our investment professionals

Call +1-415-667-7870 (877-853-1802 in the U.S.), or email us to discuss your options.