How do I transfer positions between my sub-accounts?

To transfer a stock or bond position from one sub-account to another, go through the following steps:

Danish residents (and soon available to all clients)

Then under Sub-account transfer click Request and fill the form indicating the From and To account, select the positions you want to transfer and submit your request. You should see the positions moved within minutes.

Non-Danish residents

1. Fill in the "Position movement" file (Download here). Save it on your computer.
2. From below, you will be able to create a support request:

• SaxoTrader: Click Move position between sub-accounts
• SaxoInvestor: Click Move positions between sub-accounts
• SaxoTrader desktop: Click  > Request account services > Move positions between sub-accounts

and then attach the file and submit the request.

      3. 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 in your account. 

Saxo does not charge for this service.

Regarding partial transfers between your sub accounts, read more here.

Instructions to fill the position movement Excel:

To Account

Account number to which the positions have to be moved. Note, that the transfer of stocks to or from a savings account (Aktiesparekonto in Denmark) is not permitted.

How to find the Account number:

Position number

The Position ID 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.

How to find the Position ID: