immagine del profilo
Stupid question: the history is not transferred when the custody account is changed (is it?)

Example:
2020 Purchase 1: 1 share for €100
2021 Purchase 2: 1 unit for €150
2022 Purchase 3: 1 unit for €250
Buy In: 166,67€
If I sell the first unit now, I pay taxes based on the €100 purchase price (it's clear, FiFo)

If I now make a portfolio transfer, I have bought 3x at € 166.67 each. If I sell the first share, I pay tax on the €166.67.

Is that right?
immagine del profilo
@Alpalaka no experience but sounds plausible
immagine del profilo
@GoDividend unfortunately not.
Answer from ING:

We are happy to help.

In the case of a transfer within Germany, the relevant acquisition data for tax purposes is usually transferred as well. This is usually done electronically. The transferring bank is always responsible for this.
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immagine del profilo
@Alpalaka great. Also right 🤣