How do I update my W-8BEN form?

UPDATE W-8BEN TAX FORMS

You can use the button above or follow the below procedure to update your W-8BEN tax form through Client Portal:

1. Log into Client Portal
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Then under the Account Settings section find Account Profile
4. Click on Profile of the proper user's name
5. The available Tax Forms are displayed at the bottom of the window
6. Click Update Tax Forms in the bottom right
7. Click Continue until you arrive at the W-8BEN form
8. Update according to your updated country of residency, especially item 7.

 Find out more about updating tax forms in the Client Portal Users' Guide. 

Please Note

Interactive Brokers is required to withhold U.S. tax on distributions from certain Master Limited Partnership ("MLP") paid to non-US clients. The portion of the MLP dividend distribution subject to withholding tax is called “Effectively Connected Income" (ECI); this portion of MLP distributions is not eligible for treaty relief.