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Form W-8BEN is required to be filed with withholding agents, payers, and FFIs by non-resident alien individuals who may be subject to withholding of U.S. taxes at a 30% tax rate on payment amounts received from U.S. sources, regardless of their ability to claim a withholding exemption.
Deloitte. We have audited the accompanying consolidated statement of financial condition of Charles Schwab & Co., Inc. and subsidiaries (the "Company") as of December 31, 2016, that you are filing pursuant to Rule 17a-5 under the Securities Exchange Act of 1934 and Regulation 1.16 under the Commodity Exchange Act.
The easiest way to open a Schwab One International account is online. You can also get help opening an account by calling us at 1-415-667-7870 (outside the U.S.) or 1-877-853-1802 (in the U.S.).
Form W-8BEN is used by foreign individuals who receive nonbusiness income in the U.S., whereas W-8BEN-E is used by foreign entities who receive this type of income.
With the Schwab Global Account, you can trade stocks directly online through Schwab in 12 of the top-traded foreign markets in their local currencies. Investors and traders are increasingly looking to foreign markets to tap into an expanding global economy. For portfolio diversification, and for potential growth.
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By filling out the W-8 BEN, the worker claims the benefits of any existing tax treaties. The employer can then use the corresponding rate for income tax withholding.
Account opening and funding questions How do I open a brokerage account? The easiest way to open a Schwab One International account is online. You can also get help opening an account by calling us at 1-415-667-7870 (outside the U.S.) or 1-877-853-1802 (in the U.S.).
Schwab and CSIM are registered as investment advisors with the SEC. Additionally, Schwab is regulated by the Commodities Futures Trading Commission (CFTC) with respect to the futures and commodities trading activities it conducts as an introducing broker.
As reported here in August, the company announced that after Sept. 19, Schwab clients resident in the EU would no longer be able to purchase U.S.-registered exchange-traded funds (ETFs) and exchange traded notes, as it adopted to new EU regulations known as the Markets in Financial Instruments Directive (MiFID II).
Schwab Global Account\u2122\u2014The brokerage account that allows you to invest in certain foreign currencies and certain foreign equities traded on foreign exchanges, as determined by Schwab. The Schwab Global Account\u2122 must be associated with a Schwab One® Account.

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