View the entire Frequently Asked Questions (FAQs)

I am a US citizen who is not a US resident. Is it required of me to submit the W-9 form?

Yes, if you are a US citizen who is not a US resident, it is required of you to submit the W-9 form to us. You would be sending us the W-9 form instead of W-BEN or W-8BEN-E form.

We suggest you provide this form to us, at the time of account creation or at a later date — the sooner the better. You can email us this form, even after the creation of your account.

The Foreign Account Tax Compliance Act (FATCA) is a legislation of the United States targeting non-compliance by US taxpayers with foreign accounts. Under FATCA rules, as of 1st July 2014, our brokerage partner must obtain self-certification from Individual and Joint account holders to determine their non-US or US status for tax purposes. Then, client accounts deemed reportable (that is, identified as ‘US citizen’ or ‘resident of US’ for tax purposes) are then reported by our brokerage partner to the IRS via the Australian Tax Office (ATO) during the reporting periods.