Taxes related to my Robo-Advisor account
Any action that involves selling securities in your portfolio, including withdrawing funds, rebalancing, or closing an account, can trigger capital gains or losses, which may be subject to taxation.
Your monthly profit and loss statement (find out more about Robo-Advisor statements in this FAQ) is accessible in-app. It provides information on your realised return, which is usually required for tax-filing purposes.
Revolut Securities Europe UAB doesn't offer tax, legal, or accounting advice. You are solely responsible for paying all taxes (check our T&Cs for more information), making any related claims, filing returns, and providing necessary information to tax authorities.
To understand the taxes applicable to your portfolio management services in your country of residence, seek professional independent advice or visit your local tax authority's website.