When you invest, your capital is at risk.

How can we help?

Tax paperwork assistance

Does Stake help me with tax support?

Stake makes it easy to navigate tax time. It’s simple to gather the information you need about your investments to complete your annual tax return. Our partners can also generate additional reports you may need. 

Reports we provide

Account-related documents are easily accessible on Stake. 

In the app, simply go to More > Tax & documents. 

On desktop, click Menu (top right icon) > Tax & documents > Account summary report (located under Tax & documents).

Your Account Summary Report contains everything you need to assist you or your accountant/tax agent in determining your tax obligations, including beginning to end-of-period balances, official exchange rates displayed on your transaction log and trade volumes. You can specify the format as either an Excel spreadsheet (.xlsx) or a PDF.

You can also obtain Trade Confirmations and Monthly Account Statements, both conveniently provided in PDF format. 

Please note that due to the complexities involved with tax, we recommend you obtain independent and professional advice that takes into account your own set of facts and circumstances.

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Stake is the trading name of Hellostake Limited, a company registered in England and Wales (Company no. 11676409). Hellostake Limited is authorised and regulated by the UK Financial Conduct Authority under the Firm Reference Number 830771. Registered address: 85 Great Portland Street, London, W1W 7LT, United Kingdom.

When you invest, your capital is at risk.

The value of your investments can go down as well as up and you may receive back less than your original investment. Any advice is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate independent taxation and legal advice. The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services.

At Stake, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Please view ourTerms & Conditions,Privacy PolicyandDisclaimers before deciding to use or invest on Stake. By using the Stake website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance

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