Your path to a tax-native portfolio (Status & Action required)
Existing Clients
If you opened your account after October 6, 2026, you are already a client of the Austrian branch, hold an Austrian IBAN, and invest tax-native. No further action is required on your part.
You opened your account from 01.09.2026
If you opened your account before October 6, 2026, you will soon be able to benefit from automated tax withholding. We will notify you by email as soon as a switch to our Austrian branch becomes available to you. Currently, no action is required on your part.¹
Frequently asked questions
¹ Please report the securities account transfer after it has been completed either by yourself or through a tax advisor, if applicable. A securities account transfer may, under certain circumstances, be treated as a deemed sale under Austrian tax law if it is not reported properly or in due time. This could result in a 27.5% capital gains tax on unrealised profits. Scalable Capital can arrange for the appropriate reports to be generated and made available in your mailbox. Scalable Capital does not provide legal and/or tax advice.
