To internally transfer stock or bond positions from one sub-account to another, go through the following steps:
- Fill in the "Position movement" file (Download here) and save it on your computer
-
From the below link, you will be able to create a support request, to attach the file and to submit
SaxoTraderGO: click Move position between sub-accounts
SaxoInvestor: click Move positions between sub-accounts
SaxoTraderPRO: click> Request account services > Move positions between sub-accounts
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. This Service is free of charges.
Instructions to fill the position movement excel:
To Account |
Account number to which the positions have to be moved. 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: |
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. |