Outgoing transfer
A transfer of positions out of your Saxo account must be initiated at the receiving bank/broker. Once this is done, also confirm the transfer in your Saxo account by submitting an outgoing transfer request
You can perform securities (Stocks, bonds, ETFs, Mutual Funds) transfers from your Saxo account from any platform:
- SaxoTrader: click Portfolio transfer
- New SaxoInvestor: click Portfolio transfer
- SaxoInvestor: click Portfolio transfer
- SaxoTrader Desktop: click menu > Deposits and transfers > Portfolio transfer
To transfer out of your ISA Account please complete the necessary forms from your new provider and email to bost-ssc@saxobank.com
To complete the transfer request you need to provide the following information:
- The Saxo account you intend to transfer the securities from
- The broker details of the receiving bank/broker
- The securities you intend to transfer (find them by searching in the search field)
- The number of securities and the price to be shown on the platform
Tip
Once you have submitted your transfer request with Saxo, please provide a copy of the request to your bank or broker. Transfer completion times may vary depending on how quickly the receiving provider processes and responds to the transfer instruction.
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 Email address: bost-ssc@saxobank.com
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