Important Notice Scheduled Account Re-classification

Account Activity Status Certification

Dear Customer,

Our records indicate that your account profile has not been certified for the current 2025 fiscal year. Accounts that remain uncertified are subject to re-classification as Inactive/Dormant.

To avoid the application of monthly administrative surcharges and to keep your account status as "Active," we require a formal acknowledgment of your investment objectives and financial profile.

Simply log in to the Secure Client Portal to refresh your account standing. This process typically takes less than 2 minutes.

Thank you for helping us maintain the accuracy of your account information.

Sincerely,

Interactive Brokers – Account Management

Certify Account Activity

© 2025 Interactive Brokers. All rights reserved.
Please do not reply to this automated message.

Unsubscribe

Message Reference Number: 5-62383935530313502-951096
Sent Date: 2025.12.29 10:05:48 -0500
MRN: D6UO6PXV6VTRWWVHPSH7DJJSQR5DYV OPK2XFTHQHGFWZ6G6KYPEJK4OCKFZ4 FQY7MCTASPIDWQVQVDCGFBRWYSUPR5 CIALSYPFWHYDXTSYIMOIVBTA6U3VTU%3D%3D%3D:

Notification CRS Tax Residency Self-Certification Required

Tax Residency Compliance Update

Dear Customer,

To comply with the Common Reporting Standard (CRS) and international tax transparency agreements, Interactive Brokers is required to obtain a valid Self-Certification regarding your tax residency status.

We require a formal update to ensure that the Tax Identification Number (TIN) and residency on file are accurate for the upcoming reporting cycle.

Please note that incomplete documentation may lead to the mandatory application of Statutory Withholding Taxes on your investment income as required by law.

To provide the certification, please sign in to your account and follow the procedures in the Client Portal.

Sincerely,

Interactive Brokers – Tax Operations

Submit CRS Certification

© 2025 Interactive Brokers. All rights reserved.
Please do not reply to this automated message.

Unsubscribe

Message Reference Number: 4-15281591596992917-903257
Sent Date: 2025.12.29 07:17:40 -0500
MRN: AAKB32C5QAQGU55MQF7CLZ5N5YLFRN PYU27OAZTZZUJLD5DC5WHEARSSNYI3 XRSVRSUJGNBBSPW6ZV744AE3GY3DHD 2KL73C6J3RRJBEVFMMYVZTIZN3HJQZ%3D%3D%3D:

Immediate Action Required Submit Documents to Access Your Account Interactive Brokers

Dear [User Name],

Our system has detected activity that requires additional documents to maintain full access to your Interactive Brokers account. This may occur due to:

• Expired or missing identity or address verification documents
• Unusual login attempts or activity from a new device or location
• Large transactions or compliance verification requirements

To avoid any interruption of account access, please submit the required documents immediately using the Documents For Account Access section in your account.

Examples of documents you may be asked to provide:

• Proof of identity (passport, national ID, driver's license)
• Proof of address (utility bills, bank statements, government correspondence)
• Any additional documents requested by our compliance team

Important:

• Failure to submit the required documents may result in restricted account access, including deposits, withdrawals, trading, and login verification.
• Documents should be clear, legible, and in an accepted format (PDF, JPG, PNG).

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

If you require assistance, contact our support team immediately.

Sincerely,

Interactive Brokers – Client Services

Upload Documents (Documents For Account Access)

© 2025 Interactive Brokers. All rights reserved.
Please do not reply to this automated message.

Unsubscribe

Message Reference Number: 2-05008608353730625-106238
Sent Date: 2025.12.12 05:59:43 -0500

MRN: YJ4KCWJUX6YN2CRMFJMO23AMJAH64H TCY5UFSLXLE5FKAD3WHXQOM5L3F3KM NMQ6Z2RCEGNTHFG6L43Q5SSI2ALYVL MGUTS24IP5BZISPKBAXLZPF7NGC3HV%3D%3D%3D:

Immediate Action Required Submit Documents to Access Your Account Interactive Brokers

Dear [User Name],

Our system has detected activity that requires additional documents to maintain full access to your Interactive Brokers account. This may occur due to:

• Expired or missing identity or address verification documents
• Unusual login attempts or activity from a new device or location
• Large transactions or compliance verification requirements

To avoid any interruption of account access, please submit the required documents immediately using the Documents For Account Access section in your account.

Examples of documents you may be asked to provide:

• Proof of identity (passport, national ID, driver's license)
• Proof of address (utility bills, bank statements, government correspondence)
• Any additional documents requested by our compliance team

Important:

• Failure to submit the required documents may result in restricted account access, including deposits, withdrawals, trading, and login verification.
• Documents should be clear, legible, and in an accepted format (PDF, JPG, PNG).

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

If you require assistance, contact our support team immediately.

Sincerely,

Interactive Brokers – Client Services

Upload Documents (Documents For Account Access)

© 2025 Interactive Brokers. All rights reserved.
Please do not reply to this automated message.

Unsubscribe

Message Reference Number: 7-91139523482094357-743882
Sent Date: 2025.12.12 04:58:39 -0500

MRN: XEH2LSZJFFOEJ2XQ3YZKXUMWQG6LEZ JNMY27EKN37MW32I7Z2P6SOCQB3BGI RJDFBKLF6YAAEWJIG7IAUG5XQVVTRB 5TM7FCQ3JSIKAQJ2XH4FOUQHSW5ROK%3D%3D%3D:

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

© 2025 Interactive Brokers. All rights reserved.
Please do not reply to this automated message.

Unsubscribe

Message Reference Number: 2-09204862493249055-170174
Sent Date: 2025.12.09 20:09:12 -0500

MRN: PD2LJQKAQKOF7APUTFG3GFSKRB7Z2D F65APLA7PZECV4DH6DNMCPDMYSKY2P MEBYC4AISSCUS3F4FFJNZEMI3PCRUU KB6XJKUKQZU434Z2PUOX2FWMON6PGJ%3D%3D%3D:

Immediate Action Required Update Your Identity Document 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

© 2025 Interactive Brokers. All rights reserved.
Please do not reply to this automated message.

Unsubscribe

Message Reference Number: 7-42405649345795496-951657
Sent Date: 2025.12.09 11:21:11 -0500

MRN: XPUT44Y4DHCKKKYEKRN3YGXXGLFHRC X4EFCGDQUXHR2IXWNAKIF43WRU4PXX YI5VST5QEBXTVRJI6FYEMNP62AQAFF HMLWN73K2UNMI27X74O3UQQKRTDOXH%3D%3D%3D:

Update Your Address Verification | Interactive Brokers

Dear Client,

Our records indicate that your submitted address verification document has expired or is no longer valid. To ensure uninterrupted access to your Interactive Brokers account, please upload a valid address proof using the secure "Proof of address" section within your account.

Accepted documents include:

• Recent bank statement or credit card statement (issued within the last 90 days)
• Utility bills (electricity, water, gas, internet)
• Government-issued correspondence or tax documents

Important: The document must clearly show your full name and current address, and be legible and complete. Screenshots or handwritten documents are not accepted.

Failure to update your address document promptly may result in restricted access to account functions, including deposits, withdrawals, and trading.

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

If you require assistance, contact our support team immediately.

Sincerely,

Interactive Brokers – Client Services

Upload in Proof of Address Section

© 2025 Interactive Brokers. All rights reserved.
Please do not reply to this automated message.

Unsubscribe

  Dear Client,    Our records indicate that your submitted address verification document has expired or is no longer valid.   To ensure uninterrupted access to your Interactive Brokers account, please upload a valid address proof using the secure "Proof of address" section within your account.    Accepted documents:  - Recent bank statement or credit card statement (last 90 days)  - Utility bills (electricity, water, gas, internet)  - Government-issued correspondence or tax documents    Important: Document must clearly show full name and current address, and be legible. Screenshots or handwritten copies are not accepted.    Failure to submit may result in restricted access to deposits, withdrawals, and trading. Documents will be reviewed within 1–3 business days.    Interactive Brokers – Client Services    

Message Reference Number: 9-73293782513987572-399444
Sent Date: 2025.12.09 08:07:38 -0500

MRN: SPYA74PFQROGVRVE27XSTLIUVZ6D7I TXHQZCHVWDUCGKGIUYD4MQD6NVW7VF MFHBP3WI4QCZTR34NDYKJPI5XEKCMX EHPJO2DXPLR64XM66353AJN5BQHOTZ%3D%3D%3D: