{"id":1070,"date":"2021-10-23T17:54:07","date_gmt":"2021-10-23T15:54:07","guid":{"rendered":"https:\/\/autodeclaro.es\/?page_id=1070"},"modified":"2026-03-28T12:09:24","modified_gmt":"2026-03-28T11:09:24","slug":"how-to-obtain-auto-720-brokers-statements","status":"publish","type":"page","link":"https:\/\/autodeclaro.es\/en\/how-to-obtain-auto-720-brokers-statements\/","title":{"rendered":"How to get statements for Auto-720 Brokers"},"content":{"rendered":"

Instructions for obtaining the Form 720 from the portfolio of securities deposited in the broker or crowdlending platform you are using.<\/p>\n\n\n\n

Note:<\/strong> If you also have other types of assets (cash accounts, real estate, insurance, etc.) you can use the complete excel template for model 720<\/a><\/p>\n\n\n\n

Many of them provide extracts with all the information necessary to fill in the TAX FORM MODELO 720<\/strong>but other brokers do not include e.g. the ISIN.<\/p>\n\n\n\n

Don't worry, Autodeclaro fills in the ISIN automatically<\/strong> and other missing fields, so you don't have to search for it manually.<\/p>\n\n\n\n

For this new Form 720 campaign, we have a series of new features that it would be interesting for you to bear in mind beforehand:<\/p>\n\n\n\n

    \n
  1. Identification and extraction of prices and purchase dates<\/strong> in type C registries (brokers DeGiro, IBKR and Revolut)<\/li>\n\n\n\n
  2. Cash statement support<\/strong> IBKR broker for the calculation of the average balance for the last quarter.<\/li>\n\n\n\n
  3. Filling in the address<\/a><\/strong> for brokers' statements.<\/li>\n\n\n\n
  4. Excel summary, <\/a><\/strong>so that you can check the content of your Form 720 in a quick and easy way.<\/li>\n\n\n\n
  5. Origin of the type of asset in declarations<\/a><\/strong> previously submitted Model 720.<\/li>\n<\/ol>\n\n\n\n

    All the details of the news 2025<\/a><\/strong>.<\/p>\n\n\n\n

    Below is the type of statement and how to obtain it for the following brokers, crowdlending platforms and also savings platforms like Raisin<\/strong>.<\/p>\n\n\n\n

    Note:<\/strong> If you use a broker or crowdlending platform not listed in this table, contact us<\/a> if you want us to integrate it into the Autodeclaro platform<\/strong>.<\/p>\n\n\n\n

    We also offer a generic template to fill in with the information of any broker or crowdlending platform in case you have unsupported brokers.<\/p>\n\n\n

    \n
    \n\n

    SAVINGS PLATFORMS<\/h3>\n\n<\/div>\n\n\n

    Raisin is part of the CASH BLOCK<\/a> , but has also been included here to inform that this platform for deposits and bank accounts is supported.<\/p>\n\n\n

    \n
    <\/a>\n\n

    Raisin<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n<\/div>\n\n
    \n\n

    EXCEL TEMPLATE<\/h3>\n\n<\/div>\n\n
    \n
    <\/a>\n\n
    \"\"<\/figure>\n\n\n\n
    Fill in your unsupported platform values through the Excel Template<\/strong><\/h5>\n\n\n
    \n\n<\/path><\/svg><\/span>Instructions<\/strong> <\/span><\/span>\n\n<\/div>\n<\/div><\/div>\n<\/div>\n\n
    \n\n

    CROWDLENDING PLATFORMS<\/h3>\n\n<\/div>\n\n\n

    If your platform crowdlending<\/em> does not appear on the list, it is because it does not offer Notes<\/strong>, i.e. regulated financial instruments with an identification code ISIN<\/strong>.<\/p>\n\n\n\n

    In that case, loans granted through such a platform would should not be declared in Form 720 within the securities block.<\/strong>.<\/p>\n\n\n\n

    However, can be counted in the CASH BLOCK<\/a><\/strong>, provided that the aggregate of balances in bank accounts and uninvested money held on crowdlending<\/em> and brokers<\/em> exceeds, on an aggregate basis, the threshold of 50.000 \u20ac<\/strong>.<\/p>\n\n\n

    \n
    <\/a>\n\n

    Debitum<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/div><\/div>\n\n
    <\/a>\n\n

    Indemo<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/div><\/div>\n\n
    <\/a>\n\n

    Mintos<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Nectaro<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/div><\/div>\n\n
    <\/a>\n\n

    Twino<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/div><\/div>\n\n
    <\/a>\n\n

    Viainvest<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n<\/div>\n\n
    \n\n

    BROKERS<\/h3>\n\n<\/div>\n\n
    \n
    <\/a>\n\n

    Admirals<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Charles Schwab<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    De Giro<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Diff Broker<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    eToro<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    eTrade<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Exante<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Fidelity<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Firstrade<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Flatex<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Freedom24<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    GPM Broker<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    iBroker<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    IG<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    IBKR<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Int Investor<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Lightyear<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Mexem<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    N26<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    ProRealTime<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Revolut<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Sax<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Scalable Capital<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Swissquote<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Tastrytrade<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Trade Republic<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Trading 212<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Tradier<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    XTB<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Vanguard<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n\n
    <\/a>\n\n

    Wise<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n
    Any property (real estate, accounts, securities)<\/th>Full excerpt<\/strong><\/th>It does not provide<\/strong> (and calculated by Autodeclaro)<\/strong><\/th><\/tr><\/thead>
    Complete Excel template<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Staffing last quarter (quarterly average calculation)<\/a><\/td><\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
    Savings platforms<\/th>Full excerpt<\/strong><\/th>It does not provide<\/strong> (and calculated by Autodeclaro)<\/strong><\/th><\/tr><\/thead>
    Raisin<\/a><\/td>Yes<\/td>-<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
    Broker<\/strong><\/th>Full excerpt<\/strong><\/th>It does not provide<\/strong> (and calculated by Autodeclaro)<\/strong><\/th><\/tr><\/thead>
    Admiral Markets<\/a><\/td>No<\/td>ISIN<\/td><\/tr>
    Charles Schwab<\/a><\/td>No<\/td>ISIN<\/td><\/tr>
    DeGiro<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    DIF Broker<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    eToro<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    eTrade<\/a><\/td>No<\/td>ISIN<\/td><\/tr>
    Exante<\/a><\/td>Yes<\/td><\/td><\/tr>
    Fidelity<\/a><\/td>No<\/td>ISIN<\/td><\/tr>
    Firstrade<\/a><\/td>No<\/td>ISIN<\/td><\/tr>
    Flatex<\/a><\/td>Yes<\/td><\/td><\/tr>
    Freedom24<\/a><\/td>No<\/td>Name of the value<\/td><\/tr>
    GPM broker (same as IBKR)<\/a><\/td>Yes<\/td><\/td><\/tr>
    iBroker (same as IBKR)<\/a><\/td>Yes<\/td><\/td><\/tr>
    IG Broker<\/a><\/td>No<\/td>-<\/td><\/tr>
    Interactive Brokers (IBKR)<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Interactive Investors<\/a><\/td>No<\/td>ISIN<\/td><\/tr>
    Lightyear<\/a><\/td>Yes<\/td><\/td><\/tr>
    Mexem (same as IBKR)<\/a><\/td>Yes<\/td><\/td><\/tr>
    N26<\/a><\/td>n\/a<\/td><\/td><\/tr>
    Prorealtime (same as IBKR)<\/a><\/td>Yes<\/td><\/td><\/tr>
    Revolut<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Swissquote<\/a><\/td>Yes<\/td><\/td><\/tr>
    Saxobank<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Scalable Capital<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    TastyTrade<\/a><\/td>No<\/td>ISIN<\/td><\/tr>
    Trade Republic<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Trading 212<\/a><\/td>No<\/td>-<\/td><\/tr>
    Tradier Brokerage<\/a><\/td>No<\/td><\/td><\/tr>
    XTB<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Vanguard<\/a><\/td>Yes<\/td><\/td><\/tr>
    Wise<\/a><\/td>Yes<\/td><\/td><\/tr>
    Generic Template<\/a>
    (Valid for any broker)<\/td>    		Yes<\/td>-<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
    Crowdlending<\/th>Full excerpt<\/strong><\/th>It does not provide<\/strong> (and calculated by Autodeclaro)<\/strong><\/th><\/tr><\/thead>
    Mintos<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    ViaInvest<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Debitum<\/a><\/td>Yes<\/td>-<\/td><\/tr>
    Indemo<\/a><\/td>Yes<\/td><\/td><\/tr>
    Nectaro<\/a><\/td>Yes<\/td><\/td><\/tr>
    Twino<\/a><\/td>Yes<\/td><\/td><\/tr>
    Generic Template<\/a>
    (Valid for any Crowdlending platform)<\/td>    		Yes<\/td>-<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Note:<\/strong> If you also have other types of assets (cash accounts, real estate, insurance, etc.) you can use the complete excel template for model 720<\/a><\/p>\n\n\n\n

    If you have any questions or problems, you can contact us at contact<\/a>.<\/p>\n\n\n\n

    \n\n\n\n

    Instructions for filing a new Form 720 when you have already filed one in previous financial years<\/strong><\/h2>\n\n\n\n

    Have you filed the Form 720 before?<\/strong><\/h3>\n\n\n\n

    No problem: Autodeclaro will perform all the necessary calculations so that your new Form 720 takes into account the returns already filed.<\/p>\n\n\n\n

    Note:<\/strong> If you wish to file a Form 720 after the deadline (e.g. a tax year prior to 2025), please consult us before placing your order.<\/em><\/p>\n\n\n\n

    In either case, you will need to provide the following documents:<\/p>\n\n\n\n

    1. <\/strong>Extract from the exercise you wish to submit<\/strong>: <\/em> if you are filing for 2025, you will need the statement of position as at 31\/12\/25<\/p>\n\n\n\n

    2. Extr<\/em><\/strong>act of the last exercise previously submitted<\/strong>: <\/em>If your last Form 720 filed was for 2020<\/strong>, you will need to download the position statement as of 31\/12\/2020<\/strong><\/p>\n\n\n\n

    3. File renaming<\/em><\/strong>Both extracts should be renamed with the name of your choice but INCLUDING THE YEAR.<\/p>\n\n\n\n