What are the tax implications for Birdee portfolios?
Owning a securities account always has tax implications.
Although we cannot advise our clients, we accompany them so that they can have all the information they need to manage their tax situation. But, the fiscal responsibility remains in the hands of the investor himself.
It is up to you to declare to the fiscal authorities all the elements related to the securities you hold.
Besides, it is our philosophy to make life easier for you. So, whenever possible, we pay your taxes directly to the tax authorities while keeping you updated.
Holding a Birdee portfolio has tax implications which depend on your country of tax residence.
How are my earnings taxed?
Like any ordinary securities account, the capital gains and/or income earned on your portfolio are subject to tax according to the law in your country. It is your responsibility to declare them.
We’ll send you a yearly summary of your earnings to make it easier for you to share them with your tax department.
You can find more info here in Birdee's page 😊 https://help.birdee.co/en/articles/5179710-how-are-my-earnings-taxed