Has anyone been able to use a Schwab or brokerage account for proof of funds? Fidelity etc NoN retirement?
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TLDR : Answer Summary
The conversation discusses the use of Schwab or brokerage accounts, such as Fidelity, as proof of funds for visa applications in Thailand. While some embassies may accept these accounts, the general consensus is that most require funds to be shown in a personal bank account. Several comments indicate that using a brokerage account often leads to rejection, emphasizing the need for a standard bank statement.
Yes. The money cannot be in the brokerage account it has to be in the actual bank account.
Mark *******
my Fidelity was rejected. had to show "normal" bank statement.
Andi ***********
There are a few embassies in America who approve via such accounts. You can find such approvals in the threads. The vast majority of embassies worldwide require it in a personal bank account.