Tax Residency Renewal — Immediate Action Required

Another way to keep your account secure.   Dear Client, To ensure continued compliance with IRS regulations, all non-U.S. clients must renew their W-8BEN forms periodically. Your existing certification has expired. Renewal protects you from default withholding and ensures the correct application of treaty benefits. Please complete your renewal today via our secure portal: Renew My W-8BEN We appreciate your prompt response and continued cooperation with our compliance standards.       Have a question? Visit our Learning Centre section or Get in Touch with us   5700 Yonge Street, Unit G1 (Ground Floor), Toronto, ON M2M 4K2 Canada     © 2025 Questrade, Inc. All Rights Reserved. Questrade Wealth Management Inc. (QWM) and Questrade, Inc. are wholly owned subsidiaries of Questrade Financial Group Inc. Questrade, Inc. is a registered investment dealer, a member of the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF), the benefits of which are limited to the activities undertaken by Questrade, Inc. QWM is not a member of CIRO or the CIPF. Questwealth Portfolios® is a service provided by Questrade Wealth Management Inc.       This is an account-related email from which you cannot unsubscribe.

W-8BEN Update: Necessary Action for Continued Service

W-8BEN Update: Necessary Action for Continued Service   Dear Client, To comply with U.S. federal tax law, we require that all non-U.S. clients maintain an updated W-8BEN form. Your current form has expired, and without an updated version, your income will be subject to maximum withholding rates. Please renew your W-8BEN form immediately to avoid delays and ensure that your account remains fully functional. The renewal process is simple, secure, and can be completed online. Renew Form Here Thank you for your attention to this important matter. Interactive Brokers 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. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe

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