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brokerage accounts

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This page displays all the results for the Brokerage accounts tag, sorted by the most recent activity. There are a total of 8 questions that have been tagged with Brokerage accounts. Explore the questions to find discussions and information relevant to this topic.
Feb 22, 2026
2 months ago
Preparing a DTV Soft Power (cooking) application in the USA. I can use either the Los Angeles or New York consulate, due to having residences in both regions. (SEA locations are okay too, as I'm over here for a few more weeks.) I have the 500,000+ TBH, but alas it is in brokerage accounts. I'm planning to transfer into a traditional bank account for DTV purposes -- but it's inconvenient for me, and I would like to minimize the time the funds are in there. Has anyone had any recent success applying, in the US, using unseasoned funds (one month or less)? I have read numerous reports of this working in the past, especially at Los Angeles, so I thought I would ask now.

Note: I wonder if a phone snapshot of a bank account, showing funds, would have a better chance than a full printout of a proper mostly bank statement, where more information would be logically expected?

(Finally, I just read a report that the Hanoi is now requiring more bank statements - it used to be a good go-to if you wanted a quick fix if your funds are invested.)
9 comments
Dec 9, 2025
5 months ago
Does *proof of funds* need to be a checking/savings (cash) account, or will they accept a brokerage account? Do funds need to be seasoned?

Most of my emergency fund is in $SWVXX.

Trying to figure out if I need to move cash into checking and eat the lost interest, or if brokerage statements are acceptable.
4 comments
Sep 4, 2025
8 months ago
George *****
ORIGINAL POSTER
Hello, for a retirement non-immigrant O retirement visa can a brokerage account such as a Charles Schwab be used to verify the ฿800,000/US$25,000?
2 comments
Sep 4, 2025
8 months ago
Daniel *******
ORIGINAL POSTER
I am in Vietnam (Hanoi) now finalizing DTV business owner application) and have a question about brokerage accounts, I’m using to only store cash.

I have a Robinhood account and my cash has been sitting there for a year with no investments earning 4% interest. It shows it 100% cash on the statements. Anyone have experience in how to present this since it’s not a “traditional” bank? Do I need some kind of cover letter, or additional evidence? Thank you! 🙏
2 comments
Jul 1, 2025
10 months ago
Michael ********
ORIGINAL POSTER
I’m a bit confused as far as what type of accounts the “liquid” assets need to be in. Most of my money is an Individual brokerage account with Schwab which I can easily access and transfer from same day as long as it’s not a weekend. Do I need to make sure I have the 500k in a checking or savings account with my bank instead or should this be fine?
8 comments
Dec 25, 2024
a year ago
Douglas *******
ORIGINAL POSTER
I have a joint owned brokerage account with my wife linked to my checking account with Charles Schwab. I have $50000 in the brokerage account and all the money is in their money market mutual fund SWVXX which is an interest bearing cash account that can be converted to cash in 24 hours. If I allot for a DTV - will I need to move the mutual fund to cash at least 90 days before applying? Or can I move it to cash and then apply? Or does it matter? In any event the account has been over $50k for a year or more.
13 comments
Feb 26, 2021
5 years ago
Nicky *********
ORIGINAL POSTER
I plan on applying for my OA visa in April. My question is for the 800,000 baht required, can I use my brokerage account from my IRA as my bank statement? I have more than enough in that account? Or do I need to remove it and put it in a bank?

I have access to it immediately if I need it as I’m over 59 1/2.

I just do not want to pull it out if I don’t need to...
31 comments
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