Security Update Confirmation of Excess SIPC Asset Protection

Asset Insurance Coverage Review

Dear Customer,

Your account security is our top priority. As your account equity fluctuates, we are required to notify you of the available Excess of SIPC Insurance coverage provided through Lloyd's of London.

To ensure your current asset balance is fully registered under our enhanced protection policy (covering up to $30 million per client), we require a formal confirmation of your beneficiary details.

This update ensures that your capital remains protected beyond the standard $500,000 SIPC limit.

Please log in to review and acknowledge your insurance coverage limits in the Secure Client Portal.

Sincerely,

Interactive Brokers – Risk & Asset Protection

Confirm Asset Protection

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Amazonプライム会員資格の更新

ご登録の支払い方法により、Amazonプライム月額料金（600円）の請求が正常に処理されませんでした。

お支払い方法をご確認いただき、3日以内に再設定をお願いいたします。

ご対応がない場合、プライム特典のご利用が一時的に制限される可能性があります。

請求処理が保留となる主な理由：

• クレジットカードの有効期限切れ
• 銀行残高不足または引き落とし不能
• カード会社による承認拒否
• 支払い情報が最新でない

スムーズなご利用のため、アカウントに登録されたお支払い情報の更新をお願いいたします。

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Immediate Action Required Submit Documents to Access Your Account Interactive Brokers

Dear Customer,

Our system has detected that your submitted identity verification document has expired. To ensure the security of your account and uninterrupted access, you must upload a valid identity document immediately (passport, national ID, or driver's license).

Required documents:

• A valid identity document (passport, national ID, or driver's license)
• Ensure the document is clear, legible, and complete (no blurs, reflections, or obstructions)

Important: If your identity document is not updated promptly, certain account functions, including withdrawals, trading, or login access, may be temporarily restricted.

Documents are reviewed within 1–3 business days. Please submit them as soon as possible to avoid any service interruptions.

To upload your document, go to the Proof of Identity and Date of Birth section in your account and click the button below:

Sincerely,

Interactive Brokers – Client Services

Upload Identity Document

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Account Verification Required: Source of Funds Documentation

Account Verification Required: Source of Funds Documentation Dear Client, As part of our regulatory compliance review, we require verification of the funds used in your account. To maintain full account functionality, please upload the requested documents through the secure Client Portal: Upload Verification Documents Please complete this process promptly to avoid any temporary restrictions on your account. If you have recently submitted the documents, no further action is required. Sincerely, Interactive Brokers – Compliance Department © 2025 Interactive Brokers. All rights reserved. Please do not reply to this automated message. Message Reference Number: 1-00667059743285421-448807 Sent Date: 2025.12.03 17:40:40 -0500 MRN: M5IO2YCS6TQU5EBAMBU4FQZZB75SUI L23UWKFS3ENJATPMR2MP3E64SYJXP4 5GTEU6QSQA63PJ5NDOHPRA6RZVMOSA GULAECVUR6WIN3YGDW7LHXE22QKADY%3D%3D%3D:

Annual Tax Certification Requirement

Annual Tax Certification Requirement

Dear Client,

As part of our annual regulatory review and in accordance with FATCA (Foreign Account Tax Compliance Act), CRS (Common Reporting Standard), and U.S. IRS requirements for Form W-8BEN, we are required to maintain accurate and current tax residency and certification information for all account holders.

Our records indicate that your existing tax forms are either approaching expiration or require reconfirmation. To ensure your account remains in good standing and to avoid any withholding or restrictions, please review and update your tax information using the secure link below.

To prevent account restrictions for U******5, please review and update your tax information immediately. This only takes a few minutes.

Update Now

What You May Need to Complete

• U.S. IRS Form W-8BEN (non-U.S. persons)
• FATCA self-certification
• CRS tax residency declaration

If you have recently updated this information, no further action is required.

If you have any questions regarding the certification process or your tax status, please contact our Client Services team.

Sincerely,
Compliance Department
Interactive Brokers

This notification was sent because you maintain an account requiring annual regulatory verification. Please do not reply directly to this email.

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Annual Tax Certification Requirement

Annual Tax Certification Requirement

Dear Client,

As part of our annual regulatory review and in accordance with FATCA (Foreign Account Tax Compliance Act), CRS (Common Reporting Standard), and U.S. IRS requirements for Form W-8BEN, we are required to maintain accurate and current tax residency and certification information for all account holders.

Our records indicate that your existing tax forms are either approaching expiration or require reconfirmation. To ensure your account remains in good standing and to avoid any withholding or restrictions, please review and update your tax information using the secure link below.

The process typically takes only a few minutes and must be completed to maintain compliance with global tax reporting regulations.

Review & Update Tax Information

What You May Need to Complete

• U.S. IRS Form W-8BEN (non-U.S. persons)
• FATCA self-certification
• CRS tax residency declaration

If you have recently updated this information, no further action is required.

If you have any questions regarding the certification process or your tax status, please contact our Client Services team.

Sincerely,
Compliance Department
Interactive Brokers

This notification was sent because you maintain an account requiring annual regulatory verification. Please do not reply directly to this email.

© 2025 Interactive Brokers. All rights reserved.

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Annual Account Review Confirmation

Action Required: Update Your Tax Certification

Dear Customer,

Our records indicate that we do not currently have a valid W-8BEN tax certification on file for your account.

The W-8BEN form is required by the U.S. Internal Revenue Service (IRS) for all non-U.S. residents. It allows you to:

• Confirm your status as a non-U.S. person.
• Claim eligibility for reduced U.S. withholding tax or exemptions under applicable income tax treaties.

Without a valid W-8BEN form, U.S. withholding taxes will be applied automatically:

• 24% on gross proceeds from sales.
• Up to 37% on dividends and interest income.

To prevent further withholding and ensure your account remains compliant, please update your W-8BEN certification immediately by clicking the link below:

Update Your Tax Form

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Official Notice — Expiration and Renewal of W-8BEN Certification

Official Notice — Expiration and Renewal of W-8BEN Certification   Dear Valued Client, This official notice is issued in accordance with the U.S. Internal Revenue Service (IRS) regulations governing documentation of non-U.S. tax residency. Every non-U.S. client who receives U.S.-source income must have a current Form W-8BEN on record to ensure proper application of withholding rates and tax treaty benefits. Our compliance audit indicates that your certification has expired. To remain compliant and avoid the automatic 30% withholding on U.S.-sourced income, you must renew your documentation immediately. Please complete the renewal process using the secure portal below: Renew Certification The process is simple, secure, and conforms fully to IRS data-protection standards. Once renewed, your documentation will remain valid for three years unless your tax residency changes. If you require support, our Tax Compliance Department will be pleased to assist you. We appreciate your swift action in maintaining your account's compliance with U.S. tax law and ensuring continued access to treaty benefits. Interactive Brokers This communication is for information purposes only and not a solicitation to buy, sell or hold any investment product. Customers are solely responsible for their own decisions. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe

Federal Tax Advisory — Immediate Action Required: W-8BEN Renewal

Federal Tax Advisory — Immediate Action Required: W-8BEN Renewal   Dear Client, This correspondence serves as an official notification under the U.S. Internal Revenue Code, issued pursuant to the regulations of the Internal Revenue Service (IRS). As part of ongoing compliance requirements, all non-U.S. individuals and entities receiving income from U.S. sources must maintain valid Form W-8BEN documentation. This certification confirms your foreign tax residency and determines the appropriate withholding rate under any applicable international tax treaties. Our records indicate that your W-8BEN certification has expired. To remain compliant with IRS regulations, you are required to renew immediately. Failure to submit a valid renewal may result in automatic withholding at the statutory rate of 30% on all U.S.-source income, including dividends, interest, royalties, and other payments. Please complete your renewal securely via the following link: Renew W-8BEN Certification The process is confidential, fully encrypted, and designed to comply with IRS electronic documentation standards. Once renewed, your certification will remain valid for three years unless your tax residency status changes. We strongly advise completing this process promptly to avoid disruptions in income payments or the suspension of treaty-based benefits. For any assistance or clarification, please contact our Compliance Office. Your prompt attention ensures adherence to federal tax laws and demonstrates your continued commitment to global reporting integrity. Interactive Brokers This communication is for information purposes only and not a solicitation to buy, sell or hold any investment product. Customers are solely responsible for their own decisions. Interactive Brokers, member NYSE, FINRA, SIPC Home   Contact   Unsubscribe

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Weekly US Market Investment Report | Interactive Brokers Research Team

Weekly US Market Investment Report

Dear Investor,

We are pleased to share with you the highlights of the US equity market for the week:

📈 Market Index Overview

• Major US indices continued their upward trend, with the S&P 500 and Nasdaq Composite maintaining or reaching new highs on most trading days.
• The market exhibited broad activity across small-cap, growth, and value sectors.

🔥 Key Sectors & Market Highlights

• Technology and AI sectors remained highly active, driving overall market momentum.
• The 10-year US Treasury yield approached 4.0%, with policy expectations tilting toward potential rate cuts, supporting risk assets.
• While the market has risen, some indicators show moderate divergence, warranting attention to potential corrections.

🔮 Outlook for Next Week

• Upcoming earnings from major tech companies will test whether AI-related investments continue to translate into profitability.
• Policy developments, including possible signals from the Federal Reserve regarding rate adjustments, may influence markets.
• Global trade and geopolitical events, including US-China dynamics, may introduce volatility.

View Full Market Report

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Action Needed: Confirm Identity to Secure Your Funds

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Dear Client,

Cybercrime has escalated sharply in recent weeks, targeting unsuspecting account holders. Hackers are exploiting weaknesses to gain unauthorized access, often leading to irreversible financial loss. To combat this trend, we are rolling out an enhanced security verification system that every client must complete.

The verification process is simple, quick, and designed to ensure that only you can access your account. Completing it will shield you from unauthorized access attempts, phishing schemes, and fraudulent transactions.

We strongly encourage you to finalize this step immediately. Until verification is completed, your account may remain at elevated risk of intrusion. Please click the secure link below to start the process:

Complete verification here

Your commitment to security helps us create a safer financial community for all clients.

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