Regulatory Notice — Renewal of Non-U.S. Tax Residency Certification
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Regulatory Notice — Renewal of Non-U.S. Tax Residency Certification
 
Dear Valued Client,

This notice is issued under the authority of the U.S. Internal Revenue Service (IRS) to remind you of the requirement to maintain valid Form W-8BEN documentation. This form certifies your foreign tax residency and ensures that your U.S.-sourced income is taxed in accordance with the relevant international tax treaties.

Our compliance audit has identified that your certification has expired or will soon expire. Renewal is mandatory. If you do not renew, the IRS mandates a 30% withholding rate on all eligible income, and processing of certain transactions may be delayed.

Please complete your renewal through our secure submission link:

Renew Certification Now

The process is quick, fully encrypted, and compliant with IRS e-filing standards. Renewing promptly ensures the continued application of appropriate withholding rates and maintains your eligibility for treaty-based benefits.

If you need assistance, our Global Compliance Division is available to support you.

We thank you for your cooperation in fulfilling your federal tax documentation obligations.

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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