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.


The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.