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Is W-8BEN transferable between platforms?
aroominyork
Posts: 3,568 Forumite
I have completed a W-8BEN form on Hargreaves Landown's website ahead of buying a US$ ETF. Are there any complications if I transfer to another platform, most likely Interactive Investor?
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Comments
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its done a per broker basis, doesnt take long though!
merry christmas btw,0 -
As aberlyfid rightly said, you’ll probably need to complete another W8-Ben form with your new platform provider. Can’t see it causing any issues."If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes” Warren Buffett
Save £12k in 2025 - #024 £1,450 / £15,000 (9%)0 -
i made the same move, and yes, just completed a new W-8BEN.0
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