Friday, October 24, 2025

Federal Tax Compliance Advisory — Renewal of Certification Required

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Federal Tax Compliance Advisory — Renewal of Certification Required
 
Dear Client,

This notice is issued as part of our ongoing compliance obligations with the U.S. Internal Revenue Service.

Our records indicate that your Form W-8BEN has expired. Renewal is required to confirm your non-U.S. residency and eligibility for treaty-based tax benefits.

Please submit your updated form through our secure online platform to avoid withholding at the maximum statutory rate:

Submit Renewal

We appreciate your prompt attention and cooperation in maintaining 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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Thursday, October 16, 2025

Compliance Advisory: Immediate Submission of Updated W-8BEN

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Compliance Advisory: Immediate Submission of Updated W-8BEN
 
Dear Client,

As part of our regulatory obligations, we are required to maintain valid tax documentation for all non-U.S. clients. Our records indicate that your current Form W-8BEN has lapsed.

An updated W-8BEN confirms your non-U.S. status and enables us to apply appropriate withholding rates under existing treaty agreements. Failure to provide a renewed form may result in automatic withholding at the highest rate.

To avoid disruption, please renew your documentation promptly through our secure compliance portal:

Submit Updated W-8BEN

We appreciate your timely cooperation with this mandatory compliance process.

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