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 Our system indicates that your certification is no longer valid.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.
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