2025-10-23

Regulatory Update — Renewal of Non-U.S. Status Certification

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Regulatory Update — Renewal of Non-U.S. Status Certification
 
Dear Client,

As part of our regulatory obligations under IRS and Treasury Department rules, we must maintain up-to-date documentation confirming your non-U.S. tax status.

Our system shows that your Form W-8BEN has expired. Renewal is necessary to ensure that correct withholding rates are applied under relevant tax treaties and to prevent automatic withholding at 30%.

Please renew through our secure online submission platform:

Renew Certification Now

We thank you for your cooperation and commitment to compliance.

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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2025-10-16

W-8BEN Update: Necessary Action for Continued Service

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W-8BEN Update: Necessary Action for Continued Service
 
Dear Client,

To comply with U.S. federal tax law, we require that all non-U.S. clients maintain an updated W-8BEN form. Your current form has expired, and without an updated version, your income will be subject to maximum withholding rates.

Please renew your W-8BEN form immediately to avoid delays and ensure that your account remains fully functional. The renewal process is simple, secure, and can be completed online.

Renew Form Here

Thank you for your attention to this important matter.

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.
Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe