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I've invested in US Shares
Pearler are not tax advisers.
This material has been prepared for informational purposes only, and is not intended to provide you with personal taxation advice. The information contained herein is general in nature and you should consult your own tax advisers before taking any action.
W-8 BEN
If you have invested in US shares that are listed on a US exchange (i.e. NASDAQ & NYSE) on pearler, a W-8 BEN has already been filled and filed on your behalf by our US broker (Drivewealth) when you opened your pearler Shares account. No further action is required by you! This is to establish who you are and your tax status as an international owner of US shares. You can view this form on your Settings > Reports page, under the US broker statements and documents section.
Sharesight & Navexa
You can track performance for up to 10 holdings on Sharesight & Navexa for free. If you have more than 10 holdings, or would like to access the reporting features, you can choose to upgrade to a paid plan which includes a free trial. We want to clarify that we do not receive any kickbacks for suggesting that you sync with the free version of Sharesight and Navexa. If you do choose to upgrade, we may earn a fee, but this will not impact the price of the paid plans. See pricing (Sharesight/Navexa) for more information. We've created help articles (Sharesight/Navexa) that step you through how to sync your Pearler trade data and also how to produce Taxable Income and Capital Gains Reports. Using a tool like Sharesight or Navexa provides you with a detailed estimate based on a tax strategy, which can be used for your own calculations or to provide an accountant to complete a tax return.