The following only applies for clients from Austria.‌ 

You will receive the report prepared by KPMG approximately within two weeks after the account transfer. The report includes an overview of your transferred securities and their acquisition costs, which you will need for the notification to the tax office (e.g. via FinanzOnline).


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.