Can I deal in US and Canadian markets?
Yes you can, for all shares in the main US and Canadian markets that are available as CDIs. A CDI (CREST Depository Interest) is a UK investment that represents an investment listed on an exchange outside the UK. CDIs can be bought and sold easily in the UK.
Online quotes in the US and Canadian markets are generally available between 2.30pm and 9.00pm UK time, on UK business days. Sometimes it may not be possible to get an online quote – if this happens, you can call our Dealing services team on 0345 37 33 479. They’re open between 8.00am and 7.00pm.
If you want to buy and sell US-listed investments within any account except a SIPP, you’ll need to complete a W-8BEN form. If you want to buy and sell Canadian investments within any account except a SIPP, you’ll need to complete an NR301 form.
For most accounts, you can complete a W-8BEN form online. Just click 'Update my details' from the 'My account' menu to find it. If you haven't completed a form when you buy US shares for the first time, you'll be asked to do so. However, for a Junior account, Joint Dealing account, Bare Trust Dealing account or Dealing account for UK-registered pension schemes, you'll need to complete a W-8BEN form offline. You can find it in 'Useful forms'.
You can only complete a NR301 form offline – you'll also find it in our 'Useful forms' page. For an offline form, please print it out, fill it in, then scan and email it to firstname.lastname@example.org. Or you can post it to:
AJ Bell Youinvest
Tax Management Team
4 Exchange Quay
You can find guidelines to completing these forms in our useful forms section.
Find out more about international dealing.