Account and portfolio management

Tax Documents

Every client - recipient of an interest yield - is obliged to include trading gains in his/her tax base.

Every year, Patria Finance prepares well-arranged documentary input for your tax return. Apart from gains or losses for a specified accounting period, you will also find there other valuable data from your account (the statement of dividend payouts, the amount of fees paid, or cost of custody), which are a necessary component in the process of filing a tax return. Included is also basic information about taxing securities.

Filing your tax return with our assistance will speed things up!

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Are My Investments Safe?

Our application offers the highest security through a combination of a user name, password, certificate and an authorization code.

Everything under Control

Text message or email notices about changes in the price of securities or value of your portfolio, as well as confirmations of executed trades.

Analytical Support and News Service

Mobile Trader

Manage your portfolio wherever you are. Trade via a mobile application MobileTrader - safely and for internet fees.