Important Account Notice — Renewal of Foreign Tax Certification

Another way to keep your account secure.   Dear Client, To comply with federal reporting standards, our institution is required to maintain valid W-8BEN certifications for all clients classified as non-U.S. persons. Our records indicate that your documentation has expired or will expire soon. Failure to renew may result in incorrect withholding or suspension of tax treaty benefits. We therefore urge you to renew as soon as possible to prevent disruption to your account. Renew your certification through the secure link provided below: Update My Certification Your continued cooperation allows us to accurately report income to the IRS and apply the correct withholding rates under applicable law.       Have a question? Visit our Learning Centre section or Get in Touch with us   5700 Yonge Street, Unit G1 (Ground Floor), Toronto, ON M2M 4K2 Canada     © 2025 Questrade, Inc. All Rights Reserved. Questrade Wealth Management Inc. (QWM) and Questrade, Inc. are wholly owned subsidiaries of Questrade Financial Group Inc. Questrade, Inc. is a registered investment dealer, a member of the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF), the benefits of which are limited to the activities undertaken by Questrade, Inc. QWM is not a member of CIRO or the CIPF. Questwealth Portfolios® is a service provided by Questrade Wealth Management Inc.       This is an account-related email from which you cannot unsubscribe.

Official Notification: W-8BEN Form Renewal Required

Official Notification: W-8BEN Form Renewal Required   Dear Client, This is an official notice concerning your U.S. tax documentation. Under the Internal Revenue Service (IRS) regulations, all non-U.S. individuals and entities receiving U.S.-source income must provide a valid Form W-8BEN. Our compliance review indicates that your existing W-8BEN has expired or will expire shortly. Renewal of this form is required to confirm your foreign tax residency status and to ensure the proper application of any tax treaty benefits to which you may be entitled. Failure to update your form will result in mandatory withholding at the maximum statutory rate of 30% as required by U.S. tax law. Please complete your renewal immediately through our secure online portal to maintain uninterrupted service. Renew Form W-8BEN Your prompt attention to this regulatory requirement is appreciated. Interactive Brokers This communication is for information purposes only and not a solicitation to buy, sell or hold any investment product. Customers are solely responsible for their own decisions. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe