You can perform securities transfers (Stocks, bonds, ETFs, etc.) to your Saxo account from any platform:
- SaxoTrader: click Portfolio transfer
- SaxoInvestor: click Portfolio transfer
- SaxoTrader desktop: click My Profile > Portfolio transfer
To complete the transfer request you need to provide the following information through our platform:
- Request "Incoming Transfers"
- Enter broker details of the sending bank/broker
- Choose the sub-account you want to credit
- Add instruments you want to transfer in in the search field (contact us if instrument is not findable)
- Mention the number of securities and the price to be shown on the platform
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Note Once you have submitted the security transfer online make sure you print, sign, and send to your bank/broker the 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 out request from your brokerage account, you need to provide the following information (Saxo contact details):
- Contact person: Saxo Stock Transfer Desk
- Contact Phone Number: +91 (124) 4872374 (for your banks only)
- Contact Email address (for your banks only): bost-ssc@saxobank.com