degiro-guide.md

DEGIRO transactions export guide

Note: screenshots are from degiro.fr, in French. Language cannot be changed for Belgian account holders on degiro.fr

Preamble: TOB handling with DEGIRO

If you opened your account:

• on degiro.nl or degiro.fr, TOB may already be handled automatically by DEGIRO. If this is the case, you don't need to declare it by yourself.
• on any other DEGIRO website, TOB may not be handled automatically by DEGIRO.

How do I know if DEGIRO is already declaring TOB for me?

Verify if TOB declaration is enabled

1. On the left bar, click on the my account logo and fiscal information

2. Check the status of manual management switch for the TOB. If it is disabled, DEGIRO takes care of TOB for you

Note: if you change this switch, it only applies starting from the 1st of the next month (as TOB is declared on a monthly or bimonthly basis)

Verify if TOB was paid on your transactions

This can be seen in the account page:

1. On the left bar, click on Mail > Account

2. On your account statement, you should have one line for TOB for each transaction executed. The Belgian TOB line should be immediately above the corresponding transaction (buy or sell).

The amount column on the Belgian TOB lines contains the amount of the TOB paid on the transaction.

How to export transactions for tobcalc on DEGIRO

Once you are sure you need to declare the TOB yourself, follow these steps:

1. Login to your DEGIRO dashboard
2. On the left bar, click on Mail > Transactions

3. On the Transactions screen, select the start date of the TOB period (from field) and the end date of the TOB period (to field). Make sure the aggregate orders function is disabled as TOB declarations requires indicating the exact number of transactions done on the period.

4. Click on the export button

5. Select CSV as export format on the export window

6. The downloaded file is to be used as input to tobcalc with the DEGIRO broker selection