Tax Information and Reporting

Initial Application & Data Collection


All Canadian citizens, legal residents, or entities formed in Canada, are required to complete a Form W-8 and provide a Social Insurance Number (SIN) or Business Number (BN) when opening an Account. For information regarding Form W-8 requirements, refer to the Non-US Persons & Entities tab.


Note:

IRS Circular 230 Notice: 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 federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.