Loss pots and tax exemption orders (“Freistellungsauftrag”) will generally also be transferred. There are two exceptions:
You maintain ongoing business relationships with Baader Bank outside of Scalable: In this case, your loss pots and tax exemption order remain with Baader Bank. If desired you can instruct changes to your tax exemption order at Scalable via the client area.
You already have a tax exemption order for your new Scalable account: In this case any remaining Baader tax exemption amount cannot be transferred automatically. You can instruct changes to your tax exemption order at Scalable via the client area. Loss pots would still be transferred as long as you do not maintain other ongoing business relationships with Baader Bank (see above).