The Zero-Click Import is now available for Union Investment users. This way you get insights into your Union Investment account's portfolio performance with just a few clicks. The importer supports purchase, sale and dividend activities. Here's how it works 👇
- Download your PDF statements from your Union Investment account
- Drag the PDF files into your Parqet Portfolio The downloaded PDFs can be dragged into Parqet via drag-and-drop. No personal data is extracted.
That's all there is to it! The analysis of your portfolio performance takes place immediately and you have access to all important analyses and information about your investments.
Frequently Asked Questions
What happens to my personal data? During import, only the activities are extracted (security, price, shares, date, etc.) - no personal data is stored. The activities are thus 100% anonymous.
My PDF doesn't work - what can I do?
The Parqet import has been tested with all available PDFs. It's always possible that your PDF contains a special case not yet covered. You can anonymize your PDF using this tool and send it to us so we can improve the import 👍.
What happens if I import PDFs from other banks?
Parqet will mark unsupported PDFs and ignore them during import. So you can't do anything wrong. PDFs from other supported banks will be imported normally 👍.
When will other banks be supported?
Parqet should support as many brokers and banks as possible. However, for this we need PDFs with which we can extend the import. Feel free to send us PDFs from an unsupported broker using this tool. There you can censor sensitive data beforehand and we can then extend the import.
If you have any further suggestions, questions or feedback, contact us in our community. Every message is read and we'll get back to you as quickly as possible if desired.