Taxes

This section contains all tax-related information and instructions you need to be able to use customer-oriented tax functions via the Investment API.

We are continuously expanding the available tax features and you will find more information here over time. So stay tuned, we will announce them in our release notes.

For now, let's get started with:

• Tax exemptions Upvest currently offers this functionality for tax exemptions under German tax law, i.e. for users who are resident in Germany for tax purposes.