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 can generate the W-8BEN-E form for your business – all you need to do is answer a few questions in the app in the Documents section. If you already have this form, you can upload it right there.

See also: Dividend taxes