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| Regulatory Advisory – W-8BEN Has Expired |
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Dear Client,
This regulatory advisory is issued to inform you that your W-8BEN form has expired and must be renewed to maintain compliant tax documentation. The W-8BEN establishes your non-U.S. tax status and determines the appropriate withholding treatment for your account.
Our records indicate that your current documentation is no longer valid. Without renewal, standard withholding measures may be applied until updated information is received. To avoid this outcome, a renewed W-8BEN must be submitted and will remain valid through the end of 2026.
To complete your renewal, please sign in through the secure portal below:
Complete W-8BEN Renewal
After logging in, locate the tax certification section and complete the renewal process. You will be asked to confirm your identifying details, verify your tax residency, and submit an updated declaration. Once approved, your documentation will remain valid through December 31, 2026.
Renewing your W-8BEN now ensures uninterrupted compliance through 2026.
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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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