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| Documentation Review Notice – Renewal of Expired W-8BEN Required |
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Dear Client,
As part of ongoing compliance reviews, we have identified that the W-8BEN associated with your account has expired. As a result, the document is no longer valid for tax reporting or withholding determination.
The W-8BEN plays an important role in confirming tax residency and determining the correct application of tax regulations. When documentation expires, updated certification is required to maintain compliance.
You are requested to submit a renewed W-8BEN through our secure documentation system. This process allows us to update your records and ensure continued compliance with applicable regulations.
Please access the secure submission portal below:
Complete W-8BEN Renewal
After submission, your information will be reviewed and processed accordingly.
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Interactive Brokers
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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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