You can perform securities transfers to and from your online Saxo account:
- Click the main menu
> Deposits and transfer > 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 Bank.
- The broker details of the sending/receiving bank/broker.
- Which shares you intend to transfer (find them by searching in the search field).
- The number of securities and the price to be shown in the platform.
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Once you have submitted the security transfer online make sure you print, sign and send to your bank/broker a scanned copy of the online request you have made with Saxo, as the actual time to complete the process will vary depending on the speed at which your bank responds and complies with our request. |
After submitting the request from your Saxo platform, it is necessary to raise the same request from your broker account as well.
To complete the transfer request from your brokerage account, you need to provide the following information:
- Contact person: Stock Transfer
- Contact Phone Number: +91 (124) 4872374
- Contact Email address: bost-ssc@saxobank.com