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Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Joe Saul-Sehy, host of The Stacking Benjamins Show and a panelist on The Money Tree Podcast, discuss the process of opening a U.S. brokerage account from overseas. Joe is the. Today Joe and Doug discuss the challenges involved in opening an American brokerage account from overseas and how to overcome them. Doug is offering a free toolkit for investors interested in opening a U.S. brokerage account in today’s show notes on The Goldstein on Gelt website.


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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at