Account holders may update their W-8BEN form directly through Client Portal.
To do so, log in to Client Portal, click the User menu in the top-right corner, then select Settings. From there, go to Account Profile and click Profile. Click the edit pencil icon next to the relevant account holder or entity, then select Tax Forms.
Review the profile information shown on screen and update it where required. Continue through the process until you reach the W-8BEN form, then update the relevant tax information based on your current tax residency, address and treaty eligibility, where applicable. Once completed, review the information carefully and submit the updated form.
Please note that MEXEM cannot provide tax advice. If you are unsure how to complete the W-8BEN form or how your tax residency should be reported, we recommend consulting a qualified tax adviser.
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