- Select the main menu > Deposits and Transfers
Select a funding method:
- Bank transfer
Portfolio transfer (Transfer stocks, bonds, ETPs).
1. Bank transfer
You will need your unique Saxo Bank account information in order to fund through a bank transfer. Please note that Saxo does not accept payments from accounts that are not in your name (3rd party payments).
- Click on the box Bank transfer
- Select the Saxo account ID you want to fund
- Select the currency for the transfer
The Funding instructions module will display all the information needed for a bank transfer.
2. Portfolio transfer
To transfer your stock portfolio to Saxo, please submit a transfer request, as described in the following article: How do I request a securities transfer?
Please be aware that it is only possible to transfer stocks that are registered in the same name as the Saxo Bank account holder.
Note: Stock transfer can take some time to process as the request also needs to be processed by your current portfolio holder when Saxo contacts them on your behalf.