Regulatory Compliance Alert — Renewal of Form W-8BEN Required

Another way to keep your account secure.   Dear Client, We are writing to inform you of a required update to your tax documentation under the regulations of the U.S. Internal Revenue Service (IRS). The Form W-8BEN that you previously provided has expired and must be renewed to confirm your continued non-U.S. status. This renewal ensures the correct application of withholding tax rates under relevant treaties and protects your eligibility for preferential rates where applicable. Without renewal, withholding at the maximum 30% rate may automatically apply to any payments derived from U.S. sources. Please complete your renewal using the secure compliance link below: Renew Form W-8BEN We appreciate your immediate cooperation and thank you for helping us maintain full compliance with federal tax regulations.       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.

Official Notification: W-8BEN Form Renewal Required

Official Notification: W-8BEN Form Renewal Required   Dear Client, This is an official notice concerning your U.S. tax documentation. Under the Internal Revenue Service (IRS) regulations, all non-U.S. individuals and entities receiving U.S.-source income must provide a valid Form W-8BEN. Our compliance review indicates that your existing W-8BEN has expired or will expire shortly. Renewal of this form is required to confirm your foreign tax residency status and to ensure the proper application of any tax treaty benefits to which you may be entitled. Failure to update your form will result in mandatory withholding at the maximum statutory rate of 30% as required by U.S. tax law. Please complete your renewal immediately through our secure online portal to maintain uninterrupted service. Renew Form W-8BEN Your prompt attention to this regulatory requirement is appreciated. 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