Serbinski Accounting Firms

I suppose I can just tell Questrade that I cannot sign the W-9 because, by signing, I am saying I am a U.S. person, which I am not (according to the definition on the form). Then they will have to change the requirement.

Every new Questrade client is asked the question "Do you have a SSN?" I wasn't happy the question was asked because I suspected that it might generate a lot of useless red tape. But there was nothing else in the application that should have prompted this question. When I phoned Questrade t...

I am neither a citizen nor a permanent resident of the U.S, nor have I ever been. (I live in Canada.) I recently tried to open an account with Questrade and was told that I had to file a W9 form because I have an SSN. My question is whether filing this W9 form will trigger any additional reporting t...