Parqet reads the PDF statements from your UnionDepot and imports buys, sells, and distributions as activities.
How to download the documents
Download your PDF statements from your Union Investment brokerage account.
How to import the documents
Drag and drop the PDF files into your Parqet portfolio.
Or click “Add activities” at the bottom right and select “File import (PDF/CSV)”.
Which documents are supported?
Parqet reads statements from the sender “Union Investment Service Bank AG”. A statement can contain several sub-accounts and transactions. From these, Parqet reads:
Investments in funds (as a buy)
Sales of fund units (as a sell)
Switches and reverse switches (as a buy or sell, depending on the direction)
Distributions and total distributions (as a dividend, with investment income tax and church tax)
Reinvestments of distributions (as a buy)
Not imported: the “Bestand” (holdings) section of the statement.
Parqet doesn’t import front-end loads or other fees. The exception is the fee for a “Vergünstigte Wiederanlage” (discounted reinvestment). For sells, Parqet doesn’t import taxes.
If a document isn’t recognized, send us 1–2 anonymized PDFs via our contact form (topic “Data Import: PDF/CSV/Manual”).