To transfer a stock or bond position from one sub-account to another, go through the following steps:
- SaxoTraderGO: click Move position between sub-accounts
- SaxoInvestor: click Move positions between sub-accounts
-
SaxoTraderPRO: click
> Request account services > Move positions between sub-accounts
- Fill the attached "Position movement" file (Download here). Save it on your computer.
- Create a Support Ticket, choosing the option Position movement between Sub accounts. Attach the file and submit the request.
- IMPORTANT - Please make sure that related orders are cancelled prior to requesting the position to be moved. After the position transfer is processed, you will see it reflected on your account.
In order to know how to find position details, please click here.
Saxo does not charge for this service.
Instructions to fill the position movement excel:
| To Account | Account number to which the positions have to be moved |
| Position number | Please enter the Position ID which can be found under Position Details. Kindly note that if you are holding multiple positions of the same instrument, you have to provide individual Position IDs |
Note
Please, do not change the name of the excel file that you attach to the support ticket.
Please, do not use this form for partial movements.