Tax Information and Reporting - Canada - Initial Application &; Data Collection

Tax InformationTax Information

Tax Information and Reporting

Canada Persons & Entities

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.


Pursuant to the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. You should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.