You can claim US tax treaty benefits, but it’s optional. Uploading a W-8BEN-E allows you to reduce the tax you pay on dividends from US instruments, but there’s no benefit to that if you:
- Invest in non-US instruments
- Invest in non dividend paying US stocks
- Hold & convert cash
We fill in the W-8BEN-E form for you automatically. All you need to do is answer a few questions in the app, and we’ll generate the PDF form for you right there