▲ 3 r/ExpatFinance
Direct indexing as alternative for MiFID II/PFIC
US/EU dual citizen here, moving from the US to Germany, and I'm considering direct indexing as alternative to ETFs.
Another possible solution I've been researching are Schwab Personalized Indexing and Fidelity Direct Indexing.
As an US citizen, I need to invest in US domiciled funds, and EU resident, I can only invest in funds that are in compliance with MiFID II, which US domiciled funds are not.
Has anyone gone this path?
u/comfortably-numb-pf — 7 days ago