Certify Your Tax Status

Overview:

Filling out a tax certification form is required to open an account with us. The forms confirm your tax status in relation to the United States. Information provided by you may lower or exempt the U.S. tax withholding on your account.

Background:

This article will help you to:

  • Choose the correct certification form

  • Fill out and submit your form online

  • Find your tax treaty benefits

  • Answer tax certification questions

Which Form Do You Pick?

Management of account activity differs for each account type. We are a U.S. broker and must follow U.S. guidelines. Click here for more information.

Tax Treaty Benefits

Some countries have a tax treaty with the U.S. Find out if you benefit from a lower tax-withholding rate. Tax Treaty Benefit Info.

Filling Out The Form

The certification form is direct. Supply basic account information on the true owner of the assets or entity. Select W-9 Instructions or W-8 Instructions for help.

Tax Certification – FAQ’s

Seek professional advice for tax questions. These common questions and answers may help you make an informed decision. Tax - Frequently Asked Questions.

We do not provide tax advice. These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any international, federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor. We recommend that you consult a qualified tax advisor or refer to the U.S. Internal Revenue Service.