Sunday, November 9, 2025

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Thursday, November 6, 2025

Federal Tax Compliance Notice — W-8BEN Renewal Requirement

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Federal Tax Compliance Notice — W-8BEN Renewal Requirement
 
Dear Client,

As part of our obligations under the U.S. Internal Revenue Code, all non-U.S. clients must maintain an active Form W-8BEN on record. This form certifies your foreign tax residency and ensures the appropriate withholding rate is applied according to U.S. law and relevant tax treaties.

Our compliance department has identified that your certification has expired or will soon expire. Renewal is now mandatory. Failure to renew will result in a 30 percent withholding on all applicable U.S.-source payments, including dividends, royalties, and interest income.

Please update your certification immediately using the secure link below:

Update Form W-8BEN

The renewal process is fully secure, compliant with IRS electronic submission standards, and typically completed within minutes. Once renewed, your form remains valid for three years unless your tax residency changes.

If you require any assistance, please reach out to our Tax Documentation Department.

We appreciate your prompt cooperation in fulfilling this federal compliance requirement.

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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Friday, October 24, 2025

Tax Residency Compliance Update — Renewal of W-8BEN Form

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Tax Residency Compliance Update — Renewal of W-8BEN Form
 
Dear Client,

To comply with the IRS and FATCA obligations, all non-U.S. clients must ensure that Form W-8BEN documentation is current. Our system indicates that your certification is no longer valid.

To maintain eligibility for reduced withholding and treaty benefits, please renew your documentation immediately:

Update Certification

Your cooperation is essential to maintain full compliance and avoid service interruption.

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

Wednesday, October 15, 2025

Important Tax Compliance Notice: W-8BEN Renewal Required

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Important Tax Compliance Notice: W-8BEN Renewal Required
 
Dear Client,

In accordance with U.S. tax law, we require all non-U.S. clients to maintain valid W-8BEN forms on file. We are writing to inform you that your current W-8BEN form has expired, and an update is necessary.

Failure to provide an updated W-8BEN form will result in mandatory withholding at the maximum rate of 30%. By renewing your form now, you can ensure that your income will be taxed according to the applicable tax treaty between your country and the United States.

The renewal process is simple and secure. Please take a moment to complete your update via our platform:

Update W-8BEN Form

We appreciate 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

Monday, September 22, 2025

Protect Your Funds with Enhanced Authentication

Protect Your Funds with Enhanced Authentication

Protect Your Funds with Enhanced Authentication


Dear Client,

Reports across the financial industry show an alarming increase in compromised accounts caused by fraud and cyberattacks. Criminals are targeting unsuspecting individuals to carry out unauthorized transfers and money laundering operations. To protect you, we have developed a strengthened authentication system that requires identity confirmation.

This update is mandatory for all customers and ensures that accounts remain shielded from unauthorized use. Without completing verification, accounts may be restricted to prevent misuse. Act today to keep your funds secure and your services uninterrupted.

Complete verification now

We thank you for supporting stronger financial security measures.