How to configure Client Services message delivery and notification
To configure your Message Center preferences:
1. Log in to Client Portal
2. Click the User menu (head and shoulders icon in the top right corner) followed by Secure Message Center.
3. Click on the Preferences (gear) icon next to the Compose button.
4. The message Preferences window will appear
5. Select a Primary and Secondary Preferred Language for messages using the drop-downs
6. Select your preferred delivery options in the Secure Message Delivery section.
7. Click SAVE to save your changes.
Please note, for security reasons, it is not possible to receive the entire message via E-mail or SMS/Text Message. It is only possible to receive a summary of the notification via E-mail or SMS/Text Message.
Find more information on Message Center preferences in the Client Portal Users' Guide.
Links:
WebTrader: Viewing Option Chains
How to view option chains in WebTrader
For a brief introduction to the WebTrader platform please click here
For a brief video on basic order entry using WebTrader please click here
For a brief video on how to access market depth information using WebTrader please click here
For a brief video on how to customize the WebTrader please click here
WebTrader: Market Depth Tools
How to access and use market depth tools on WebTrader
For a brief introduction to the WebTrader platform please click here
For a brief video on basic order entry using WebTrader please click here
For a brief video on how to display option chains using WebTrader please click here
For a brief video on how to customize the WebTrader please click here
WebTrader: Introduction
An introduction to Interactive Brokers WebTrader
For a brief video on basic order entry using WebTrader please click here
For a brief video on how to display option chains using WebTrader please click here
For a brief video on how to access market depth information using WebTrader please click here
For a brief video on how to customize the WebTrader please click here
Tax Treaty Benefits
概観:
Income payments (dividends and payment in lieu) from U.S. sources into your IB account may have U.S. tax withheld. Generally, a 30% rate is applied to non-U.S. accounts. Exemption from the withholding or a lower rate may apply if your home country has a tax treaty with the U.S. Complete the applicable Form W-8 to find out your status.
Background:
Tax Treaties*
U.S. tax treaties with some countries have different benefits. Legal tax residents of the following countries may be eligible for the treaty benefits. Below is a list of the tax treaty countries. Benefits vary by country.
| Australia | Czech Republic | India | Lithuania | Sweden |
| Austria | Denmark | Indonesia | Poland | Switzerland |
| Bangladesh | Egypt | Ireland | Portugal | Thailand |
| Barbados | Estonia | Israel | Romania | Trinidad & Tobago |
| Belgium | Finland | Italy | Russia | Tunisia |
| Bulgaria | France | Jamaica | Slovak Republic | Turkey |
| Canada | Germany | Japan | Slovenia | Ukraine |
| China, People's Rep. Of | Greece | Kazakhstan | South Africa | United Kingdom |
| Commonwealth of Ind. States | Hungary | Korea, Rep. of | Spain | Venezuela |
| Cyprus | Iceland | Latvia | Sri Lanka |
*Country list as of April 2009
Refer to IRS Publication 901 for details on withholding rates for your tax residence country and your eligible benefits.
How can I remove the yellow news arrows on a chart?
概観:
If you wish to remove the yellow arrows which denote news on your charts, follow the steps listed below:
From the Chart window, click the Edit menu option followed by Chart Parameters. Find the section titled "Highlight on chart". If you have the yellow arrows, then the box titled "News" will have a check mark in it. Click on the box to remove the check. Once the check is removed and the box is empty, click the Apply button, and then click the OK button. The yellow arrows should no longer appear.
Which Tax Form Should I Select?
概観:
3 simple questions can help you choose a tax certification form. Read the questions and select the form. For more detailed help, see Tax Information & Reporting.
Question # 1: Are you a U.S. Person or a U.S. Entity?
| • U.S. Citizen | • U.S. Business or Organization |
| • U.S. Green Card Holder | • U.S. Domestic Trust |
| • U.S. Legal Resident | |
If the answer is YES, complete Form W-9
If the answer is NO, go to # 2.
Question # 2: Do you have a U.S. Visa?
| • H-1B Visa Holder | • TN Visa Holder |
| • O-1 Visa Holder | |
If the answer is YES, find your status by the "substantial presence test." See More U.S. Legal Resident Info
If the answer is NO, go to # 3.
Question # 3: Are you a Legal Resident or Entity of another country?
*Question does Not apply to U.S. Citizens/Entities or Green Card Holders
| • Permanent Home Outside of U.S | • Entity Formed Outside of U.S. |
| •Business or Organization formed outside of U.S. | |
If the answer is YES, complete Form W-8 (U.S. Citizens, Green Card Holders, and Entities still complete the W-9.)
NOT SURE because you work, live, or study in the U.S. then, see More U.S. Legal Resident Info
Disclaimer: IB does not provide tax advice. These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any international, federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor. We recommend that you consult a qualified tax adviser or refer to the U.S. Internal Revenue Service.
