You can perform securities transfers to and from your online Saxo account by navigating to the Deposits and Transfers module on your trading platform:
- Click the Menu icon
> Deposits and transfer > Portfolio transfer
To complete the transfer request you will need to provide the following information:
- Whether you are requesting a transfer in or out of your Saxo account
- Which Saxo account you intend the transfer to be received into or sent from
- The name of the Bank/Broker that will be sending or receiving the instruments
- Contact details at the other Bank/Broker; name, phone number, email address
- Account number at the other counterparty that the securities will be coming from or being sent to
- Which securities you intend to transfer (find them by searching in the 'Find Instrument' field)
- The quantity of securities, the price to be shown in the platform and the purchase date if applicable
You can find the costs of transferring securities with Saxo here.