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Tax

Which reports are there and where can I find them?

To help you organize your personal finances, we offer a wide variety of reports that you can generate and download. Below you'll find more details for each type of report.

To download a report, open the overview of the report you would like to generate and then select the desired time period (except for the Portfolio overview, where you can select a date after clicking on 'Export'). Then click on "Export" on the right hand side of the screen. In the window that opens, you can select to download as an .xls, csv. or .pdf file.

Below, you'll find more detailed descriptions on how to download each type of overview.

Accordion

The account statement provides an overview of all the activity on your investment account. For instance, it shows all dividends received or paid and all cash transfers related to sales or purchases of stocks.

Where to find it

  • Platform: in the inbox on the left-hand side of the screen.
  • App: in the inbox in the bottom-right corner

The default timeframe setting is 1 month and can be easily changed by changing the 'Start date' and 'End date'. You can also download the report in Excel, PDF, and CSV format by clicking the export button. In the app this is shown as an arrow pointing down.

The transaction statement is an overview of all the things you have bought and sold on your account.

Where to find it

  • Platform: in the inbox on the left-hand side of the screen.
  • App: in the inbox in the bottom-right corner

The default timeframe setting is 1 month and can be easily changed by changing the 'Start date' and 'End date'. You can also download the report in Excel, PDF, and CSV format by clicking the export button. In the app this is shown as an arrow pointing down.

You can take a snapshot of your portfolio on a given day. This is an overview of all your open positions for the selected date and values it at the last closing price.

Where to find it

You can download the overview straight from your portfolio. Open your portfolio and click on the export button on the right-hand side. In the app this is shown as an arrow pointing down. Then you can select a date and format (XLS, CSV or PDF).

Each calendar year, you’ll receive two types of annual statements available for download in PDF:

  1. The annual statement for tax purposes
  2. The total overview of all costs and charges

Where to find them

  • Platform: go to the inbox on the left-hand side of the screen and select Documents.
  • App: go to the inbox in the bottom-right corner and select Documents.

The cash account statements (titled General account information) give you an overview of the activity on your cash account. There are two types of statements available every quarter:

  1. An overview of cash transfers between your investment account and your cash account
  2. An overview of the balance on your cash account

Where to find them

  • Platform: go to the inbox on the left-hand side of the screen and select Documents.
  • App: go to the inbox in the bottom-right corner and select Documents.
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