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GlobeTax provides risk-free operational alpha.
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All your withholding tax information at your fingertips.
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Want to know about GlobeTax and how we can add value to your clients? Watch our explainer video here: https://vimeo.com/649122814.
Product Description
About this Product
GlobeTax is the world's leading provider of withholding tax recovery services:
- Automatic Withholding Tax Recovery for RIAs and their Clients
- Improve investor performance by up to 50+ basis points annually
- Contingent pricing model: pay only upon success
- Live reporting and dedicated relationship manager
About GlobeTax
In 1992, GlobeTax was founded to master the complex landscape of double taxation treaties to ensure that “No investor overpays withholding tax.” For investors seeking to recover over-withheld taxes, GlobeTax procures needed documentation, monitors income, and files reclaim applications, directly depositing funds into client accounts. The most experienced third-party provider in the industry, GlobeTax’s research staff monitors 245 jurisdictions. Operational personnel file claims into forty-five markets. Across all business lines, GlobeTax annually files and processes over 7 million claims for investors in 40+ countries, returning billions of dollars to the marketplace each year.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.