The following only applies for clients from Austria.
You should take action within one month after the account transfer and report it to your local tax office (e.g. via FinanzOnline).
The transfer will take place over the weekend from 6 - 7 December 2025 and must therefore be reported by 7 January 2026.
To support you with this notification, we will provide you with a report prepared by KPMG approximately within two weeks after the transfer. This report includes an overview of your transferred securities and their acquisition costs, which you will need for the tax notification.
The report will be made available to you automatically – there is no need to request it manually. We will notify you separately once it is available.
Please note that Scalable Capital does not provide tax advice.