Automatic Documents in Your BISON Postbox


 

To ensure you always have full oversight of your finances and trades, BISON automatically sends you various statements and reports as PDFs to your inbox in the app or web version. Here is an overview of which documents you receive and when.

Crypto & Fiat Balances (Solaris)

If your BISON settlement account is held with our partner Solaris, you will receive the following annual documents as proof of your funds:

  • Balance Statement: Once a year, our banking partner sends an overview showing your exact EUR account balance of the settlement account as of 31 December of the previous year for verification.

  • Information Sheet for Depositors: This document provides detailed information about the statutory deposit protection, which protects your deposits up to a limit of 100,000 euros per depositor.

 


Securities (Sutor Bank)

As soon as you activate stock and ETF trading with BISON, our partner Sutor Bank generates the following documents for you in case of relevant activities:

  • Pre-trade Transparency & Securities Settlement: Before each trade, we transparently show you the estimated costs. After execution, you receive a detailed settlement of the purchase or sale (including taxes and fees).

  • EUR Account Statement (monthly): If you have actively traded or received income in a calendar month, we send you an overview of all EUR account movements of the securities settlement account (debits/credits).

  • Dividend Statement & Corporate Actions: Upon dividend distributions, you receive a precise credit notification that also shows the withheld withholding and capital gains taxes. We also automatically inform you about general meetings or stock splits.

  • Tax Documents (annual): For your tax return, we provide you with an annual tax certificate on your capital gains as well as documents for tax equalisation.

  • Balance Statement: As with the crypto account, you also receive an annual confirmation of your balance as of 31 December for the Sutor settlement account.

  • Custody Account Statement (overview of client financial instruments): A few days after each quarter-end, you receive a complete inventory of your current stock and ETF positions, nominal values and market values

Note: If you require a confirmation for your stock portfolio, you can contact us via the contact form. Our cooperation partner will prepare a confirmation that verifies the total euro value of the stock portfolio as of the desired date. However, a fee of 10 euros per document will be charged by our cooperation partner for this service.


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