How will year-end tax statements be handled? Will I receive a tax report?

You will receive two year-end tax statements, one from Scalable and one from Baader Bank. Those will be uploaded to your Scalable Mailbox in 2026.

If you have other business relationships with the Baader Bank your year-end tax statement for the Baader account will be transmitted via physical letter or in your Baader Bank client cockpit.

For non-DE residents, you will additionally receive year-end tax report(s) prepared by KPMG AG (Zurich, Switzerland) based on data provided by Scalable Capital. The report(s) covers your Scalable custody account and/or the Baader Bank custody account. The report(s) will be uploaded to your Scalable Mailbox in 2026.