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The new Scalable: transfer

Tax exemption order

Do I need to file anything with the tax office?

Do I need to request the report from Scalable myself?

How can I prepare for the account transfer?

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

I have multiple portfolios – will I receive multiple reports?

I missed the deadline – who should I contact?

Until when can I change my tax exemption order in my Baader account?

What costs may arise in connection with the account transfer?

What do I need to do after the transfer?

What do I need to do if I only hold cash deposits and no securities?

When do I need to take action?

When will I receive the report?

Will my tax exemption order (“Freistellungsauftrag”) be transferred?

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