Use the button above to log into Client Portal and verify the tax status of your account or request a change:
- Log into Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Then under the Account Settings section find Account Profile
- Click on Profile of the proper user's name
- The available Tax Forms are displayed at the bottom of the window
- Click Update Tax Forms in the bottom right
- Your current status may be verified on page 2 under the section titled Tax Residency.
- If the country of tax residency is the United States, the tax form will be a W-9. The tax form for all other countries will be a W-8.
- To make a change, enter any update to your Residential Address on page 1.
- Under the Tax Residency section on page 2 you will be provided the option to remove/change your existing tax residency or add another tax residency.
Changes are subject to review and may require the submission of documentation to verify your new or additional tax residency.
Additional Information
- Editing your user profile in the Client Portal Users' Guide.