How to update the US social security number (SSN) or individual taxpayer identification number (ITIN) on your account profile.

Overview: 

How to update the US social security number (SSN) or individual taxpayer identification number (ITIN) on your account profile.

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Background: 

 

If you have been informed or believe that your account profile contains an incorrect US SSN/ITIN, you may simply log into your account management to update this information.  There are two sections within your profile which allow for a US SSN/ITIN entry:

1)  US tax resident and/or US citizen holding a US SSN/ITIN (IRS Form W9)

2)  Non-US tax resident holding a US SSN/ITIN (IRS Form W-8BEN)

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1)  To submit this information change request as a US tax resident and/or US citizen holding a US SSN/ITIN (IRS Form W9), please follow these steps:

 

STEP #1:  Log into account management:  https://gdcdyn.interactivebrokers.com/sso/Login

 

STEP #2:  Navigate to:

-->  Manage Account

-->  Account Information

-->  Tax Information

-->  Tax Forms

 

STEP #3:  Click on "Update Tax Forms"

 

STEP #4:  On the Tax Form Collection page, scroll to the bottom under "Tax Residency," to (1) verify the current SSN/ITIN and (2) enter the correct SSN/ITIN:

STEP #5:  Verify W9 tax form, save & continue.

STEP #6:  Confirmation of information change submission.  If supporting documentation is required to approve your information change request, you will receive a message.  Otherwise, your information change request should be approved within 24-48 hours.

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2)  To submit this information change request as a Non-US tax resident holding a US SSN/ITIN (IRS Form W-8BEN), please follow these steps:

 

STEP #1:  Log into account management:  https://gdcdyn.interactivebrokers.com/sso/Login

 

STEP #2:  Navigate to:

-->  Manage Account

-->  Account Information

-->  Tax Information

-->  Tax Forms

 

STEP #3:  Click on "Update Tax Forms"

STEP #4:  Verify all information and click "Continue" on "Tax Form Collection" page.

 

STEP #5:  On the "Self Certification of Tax Residencies (Substitute W-8BEN), scroll to section # 6 labeled "Do you have a US taxpayer identification number?"  Click "Yes" and enter your US SSN/ITIN here.

 

STEP #6:  Confirmation of your information change submission.  If supporting documentation is required to approve your information change request, you will receive a message.  Otherwise, your information change request should be approved within 24-48 hours.