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TAINA and TradeStationSecurities Collaborate to Enhance Customer Experience

TAINA Technology announces a new collaboration with TradeStation Securities, Inc. (“TradeStation”), a Monex Group company and award-winning* broker-dealer and futures commission merchant. TAINA will be providing computer science-based technology solutions that are designed to enhance TradeStation’s online onboarding process for non-U.S. customers. Specifically, TAINA’s technology will provide increased efficiencies in the submission of W-8BEN forms, required by non-U.S. residents trading U.S. securities and seeking to claim reductions in U.S. withholding tax.

 

Maria Scott, CEO of TAINA Tech said, “Team TAINA is delighted to offer TradeStation a competitive edge by supplying them with a tool designed to give their clients a superior customer experience, and by supporting TradeStation’s efforts to further grow its business.”

 

“At TradeStation, we aim to constantly improve the onboarding experience for our customers around the world,” said John Bartleman, President of TradeStation Group, Inc., TradeStation’s parent company. “TAINA's leading-edge technology will help us to enhance accuracy during the onboarding process and contribute towards reducing the time to complete customer account opening applications.”

 

To learn more about TAINA Technology, visit https://www.taina.tech/.

 

About TAINA

 

TAINA is a market leading, computer science led company providing flexible and efficient FATCA, CRS and Onboarding solutions. Empowering financial institutions and their service providers to reduce costs, mitigate risks and improve their customers' experience. TAINA's platform is a seamless, fully automated and highly flexible end -to- end process with scanned and online forms validation, optional QI logic, withholding tax calculations, built-in workflow and an advanced audit portal to provide robust protection on audit. TAINA's online platform can also be leveraged as a very powerful and flexible remediation tool.

*Visit TradeStation.com/Awards for more information.

 

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