For our German offering: No, you will not be required to file any documents related to the account transfer with the German tax office.

For our Austrian offering: The transfer to the new Scalable must be reported to the Austrian tax office via FinanzOnline until 7 January 2026. Otherwise, the transfer may be treated as a deemed sale, which could result in capital gains tax of 27.5% on unrealised gains.
Scalable Capital will provide a report in your Mailbox around mid-November to support you with the tax filing via FinanzOnline.

Scalable Capital does not provide tax advice. Please check the Austrian Website for more details.