You can perform securities transfers to and from your online Saxo Markets account:
- SaxoTraderGO: click Portfolio transfer
- SaxoInvestor: click Portfolio transfer
Or,
- Click the Main Menu > Deposits and transfers > Portfolio transfer
To complete the transfer request you need to provide the following information:
- The Saxo account you intend to transfer the securities to/from.
- Whether you want to transfer to or from Saxo Markets.
- The broker details of the sending/receiving bank/broker.
- The securities you intend to transfer (find them by searching in the search field).
- The number of securities and the price to be shown on the platform.
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Tip For transfers to Saxo Markets, we strongly recommend that you print, sign and send a scanned copy of the online request you made with Saxo Markets to the delivering bank or broker. Additionally, there should be wet signatures as digital signatures are not allowed. |
Your broker may request some information of Saxo. Please first initiate the transfer on Saxo platform then export the transfer request you made. All the information of Saxo and your account with Saxo that your broker needs will be in it. Most likely you would need the following information:
- Saxo's full name (in Australia): Saxo Capital Markets (Australia) Limited
- Contact person: Stock Transfer
- Contact Phone Number: +(61) 28267 9099
- Contact Email address: bost-ssc@saxobank.com
- Your account number with Saxo: You will see the number at Account when you initiate the transfer on Saxo platform. Normally it starts with 36000. Please choose the right account when you have different currency accounts.
Please be aware:
- It is only possible to transfer Securities that are registered in the same name as the Saxo Markets account holder.
- Transferring Securities into Saxo Markets is subject to Saxo Markets offering the specific Security on its platform(s).
- Your bank or broker may ask you to place a similar request with them in order to accept a security transfer request from Saxo Markets.
How long does it take to transfer my securities?
Once you have requested the Security transfer request online, please make sure to give authorization to your bank or broker and provide them with all necessary documents for the transfer, as the time to complete the process will vary depending on how quickly the counterpart responds and complies with Saxo's request. If there is no dependency on the counterpart or the custodian, the transfer usually takes 15 business days to complete.
What are the fees to transfer securities with Saxo?
If you need further assistance, please contact us.