Antecedentes

NOTA IMPORTANTE: No proporcionamos asesoría fiscal, legal o financiera. Cada cliente debe hablar con sus propios asesores para determinar el impacto que las normas de la sección 871(m) puedan tener en la actividad de negociación del cliente.

背景

重要提示： 我方不提供税务、法律或财务建议。客户应咨询其自有顾问，以确定法规871(m)对其交易活动的影响。

背景

重要な注意点: 弊社では税金、法律または財務に関するアドバイスは行っておりません。セクション871(m)による取引活動への影響の可能性は、専門のアドバイザーにご確認ください。

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.

_________________________________________________________________________________________________

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.