When you invest through CUSP, your account is opened with our US brokerage partner Alpaca Securities LLC. Because Alpaca is a US-regulated broker, certain tax documents apply to you as a non-US investor.
1. W-8BEN form
When you create your account, a W-8BEN form is automatically completed on your behalf.
This form confirms to the US Internal Revenue Service (IRS) that you are a non-US investor.
It ensures that the correct 30% US withholding tax is applied to any dividends you receive from US-listed companies.
You can request a copy of your W-8BEN form anytime through CUSP Support for your records.
2. Monthly brokerage statements
You’ll receive monthly account statements directly from Alpaca by email.
These statements include:
Portfolio balance
Trades (stocks, ETFs, or portfolios)
Deposits and withdrawals
Dividends received
Withholding tax applied
You can use these statements for personal record-keeping or tax reporting if required by another jurisdiction.