Dear Client,
In accordance with regulatory requirements, Interactive Brokers must conduct a routine annual review of your account. To complete this review, please confirm your information and provide your electronic acknowledgment. No document uploads are required.
Account Review and Tax Residency Confirmation
I hereby confirm and agree that:
1. My identity information and residential address are accurate and up to date.
2. My tax residency status and related forms (W-9 / 1099) remain unchanged.
3. I understand this review ensures compliance with AML, sanctions, and tax regulations.
4. Failure to confirm may result in temporary account restrictions.
5. I consent to receive notices related to this review electronically.
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⚠️ If you do not complete the confirmation within the required timeframe, your account may be restricted, including limitations on trading, deposits, withdrawals, or dividend processing.
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Log In and Complete Review
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