How to Certify your Taxes

Avoid automatic tax withholdings by certifying your taxes

As a first-time investor with Streitwise, please be aware that the default setting automatically withholds taxes from any dividend payments whether you elect for cash payouts or dividend reinvestment. To avoid automatic tax withholdings, you must certify your tax status.

For individual accounts
Login to your investor center account page and follow these instructions.

IRA / LLC / Trust holders
Please email us that you want to certify your taxes. We will send you a secure link to upload your W-9 form directly.

Foreign account holders outside of the USA
Please see this page for more info on tax considerations.

All 1099-DIV forms will be available on the investor center by January 31st following each taxable year.