Friday, October 17, 2025

Regulatory Requirement: Verification of Foreign Tax Residency

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Regulatory Requirement: Verification of Foreign Tax Residency
 
Dear Client,

In compliance with IRS regulations and applicable tax treaties, we must verify the residency status of all non-U.S. account holders. Your W-8BEN certification has reached its renewal period.

A valid W-8BEN ensures that income paid to you from U.S. sources is taxed at the correct rate and prevents unnecessary withholding. Without an active certification, withholding at 30% will automatically apply.

Please complete the renewal via our secure submission system:

Verify Tax Residency

Thank you for maintaining accurate and compliant account information.

Interactive Brokers
This communication is for information purposes only and not a solicitation to buy, sell or hold any investment product. Customers are solely responsible for their own decisions.
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