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Important! The Position movement form changed recently. Please, use the form attached to this article. |
To transfer a stock or bond position from one sub-account to another, go through following steps:
- Fill the attached "Position movement" file (can be found in the end of this article). 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 canceled 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 |
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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. |