Will tax optimisation affect my broker portfolio?

Please note that the following answer only applies to clients of our Wealth offering residing in Germany.‌

Tax optimisation may affect your broker portfolio. Dividends, coupons and sales in the broker may result in taxable events after the wealth tax optimisation takes place in mid-December. 

However, before the tax optimisation - between the end of November and mid-December - you still have the option to opt out. To do so, please contact our Client Service Team. You can reach us using the 'Support' function in the app or via our contact form.