GlobalWisor by Finwisor · AMFI-Registered Distributor · Educational Platform · Not Investment Advice

fwGlobalWisorby Finwisor
US Investing

Operating a US brokerage account

4 min · For educational purposes only

Practical mechanics for funding, trading and reconciling a US brokerage account under Indian exchange control.

The flow

  • Fund via LRS to your offshore brokerage account
  • Trade in USD; receive dividends net of US withholding
  • Track every transaction in INR for Indian tax reporting
  • File Schedule FA in your ITR (foreign asset disclosure)
  • Repatriate to your INR account; no re-remittance permission needed

Things that catch people

Schedule FA is mandatory if you hold any foreign asset at year-end — including a US brokerage account with zero balance if it remained open. Non-disclosure is treated severely under the Black Money Act. The compliance cost is small; the penalty for non-disclosure is not.

Key takeaways

  • Schedule FA disclosure is mandatory, not optional.
  • INR cost basis must be tracked per transaction.
  • Repatriation back to India is unrestricted within LRS rules.