Tax Residency Compliance Update

Dear Customer,

To comply with the Common Reporting Standard (CRS) and international tax transparency agreements, Interactive Brokers is required to obtain a valid Self-Certification regarding your tax residency status.

We require a formal update to ensure that the Tax Identification Number (TIN) and residency on file are accurate for the upcoming reporting cycle.

Please note that incomplete documentation may lead to the mandatory application of Statutory Withholding Taxes on your investment income as required by law.

To provide the certification, please sign in to your account and follow the procedures in the Client Portal.

Sincerely,

Interactive Brokers – Tax Operations