1. Bitpanda Helpdesk
  2. Trading
  3. Specifics for Stocks and ETFs

Transfer your Portfolio to Bitpanda

To transfer your portfolio to Bitpanda, you’ll need a document called a portfolio statement. 

You can upload this document through your Bitpanda App. 

Portfolio Transfer Guide
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Check your inbox. You will receive an email prompting you to log in to your Bitpanda account to initiate the transfer process.
Upload your current portfolio statement. You can download this directly from your current broker's platform.
Review and submit your statement. Ensure all assets you wish to transfer are clearly visible on the document.
We will review your submitted document. If everything is in order, Bitpanda will generate a transfer PDF and send it to you by email.
Review and sign the transfer document. The signed document must then be submitted to the broker where your securities are currently held, so the transfer can be processed on their side.

What happens after you upload your portfolio statement

Once your portfolio statement is uploaded, Bitpanda reviews the document to ensure all required information is available.

If the document is valid, Bitpanda sends a separate transfer request document to you by email.

After the signed transfer request document is submitted to your current broker, the transfer process usually takes between 2 and 4 weeks.

This timeframe depends on the broker’s internal processing and cannot be influenced by Bitpanda.

What is a portfolio statement?

A portfolio statement is an official document that lists all your holdings and investments, along with their respective values. In short, it reflects all the activity on your investment account.

The name of the file can be different depending on your broker. Bitpanda will only be transferring the assets described in your statement: if you make some investments afterwards, we won't be able to transfer these. 

Required information

For your portfolio statement to be valid and accepted by Bitpanda, it must meet all of the following requirements:

✔
Uploaded in PDF format
✔
Includes the name of the broker
✔
Includes the ISIN (International Securities Identification Number, a 12-digit alphanumeric code that uniquely identifies securities. Contact your broker if you cannot retrieve your ISIN.)
✔
Includes the number of units for each ISIN

We can also accept screenshots, snapshots, or Excel files, as long as they are converted into a PDF and include all the information listed above.

Only full units can be transferred
Please note that only full units of stocks, ETFs and ETCs can be transferred to Bitpanda.
For example, if a portfolio includes 10.7 units of a stock, only 10 units can be transferred. The remaining fractional units will stay with the original broker and cannot be transferred to Bitpanda.

How to download your portfolio statement from your broker

You can usually find and download your portfolio statement directly from your broker’s app or web platform.

Below are four examples for specific brokers on where to find the statement. 

Trade Republic
Trade Republic allows you to download, from the mobile app, a "portfolio statement" on demand. You should follow the steps below:
  1. Open the app
  2. Click your profile (top right icon)
  3. Click on Statements
  4. Click on Portfolio Statement
  5. Click on Securities
  6. Select the current date
  7. Click Next
  8. Download the statement
FlatEx
FlatEx sends you a monthly report. If this report doesn't contain all the information of your holdings, you can contact FlatEx customer support to receive on-demand statements. On mobile, you can:
  1. Open the app
  2. Click on the top right icon
  3. Select Support
  4. Click on the button "Where do you need help?"
  5. Choose "Regarding account and portfolio"
  6. Click on "General information about account and portfolio"
  7. Select "I have another question"
  8. You can now contact customer service directly and request a portfolio statement
Revolut
Revolut portfolio statement is on-demand and can be requested through your application and profile. Follow the steps below:
  1. Open the app
  2. Log in
  3. Click on the profile icon (top left corner)
  4. Scroll down to "Documents & Statements"
  5. Select your statement (you can choose from consolidated statement, personal, crypto, general — these correspond to your Revolut accounts)
  6. Click on Consolidated Statement
  7. Select the time period and format
  8. Download the statement
eToro
eToro allows you to retrieve your Account/Portfolio Statement on demand. Follow the steps below:
  1. Open the app
  2. Click on the three lines in the top left corner
  3. Go to Settings
  4. Click on "Account"
  5. Scroll down to Documents
  6. Click on "View" next to Account Statement
  7. Select Time frame
  8. Select Format
  9. Download

FAQs and troubleshooting

I don’t have a portfolio statement

If your broker does not provide a portfolio statement, you can still share your portfolio information by taking a screenshot, a snapshot, or exporting it as an Excel or CSV file. Simply convert the file into a PDF format and ensure it includes the following details:

  • Name of the broker
  • ISIN
  • Units of ISIN
The document I submitted was not accepted

Please make sure your file is in PDF format. Our system will reject any other file types. If your document is already a PDF, the issue might be related to formatting or a technical error within the file.

If the problem persists, please contact our Support Team via Live Chat. They can check the issue and help you resubmit your document.

What should I do if the link to upload my transfer document to Bitpanda isn't working?

If the upload link provided by Bitpanda is not working, please reach out to our Support Team via Live Chat. They can send you a new upload link or accept your document directly on your behalf.

I've submitted my transfer document to Bitpanda. What happens next?

The validation process for your document can take up to 1 business day. Our team will contact you if additional information is required. Once your document has been successfully verified, you’ll receive a confirmation email.

Why were not all my units transferred?

Only full units of stocks, ETFs and ETCs can be transferred to Bitpanda.

If your portfolio includes fractional units (for example 0.5 or 0.7), these cannot be transferred and will remain with your original broker.

How long does the portfolio transfer take?

After the signed transfer document is submitted to your current broker, the transfer process usually takes between 2 and 4 weeks.

This timeframe depends on the broker’s internal processing and cannot be influenced by Bitpanda. For updates during this period, please contact the broker’s support team directly.

Why is my asset performance (TAP) different after the transfer?

On Bitpanda, the TAP (Total Asset Performance) in percentage reflects the performance of your assets from the moment they are successfully deposited into your Bitpanda account.

When you transfer stocks or ETFs from another broker, Bitpanda records their value at the time of the transfer. Therefore, the performance percentage shown in the app will not include any gains or losses incurred while the assets were held with your previous broker.