To transfer a stock or bond position from one sub-account to another, go through the following steps:
- Fill the attached "Position movement" file (Download here). Save it on your computer.
-
From below, you will be able to create a support request:
-
SaxoTraderGO: click Move position between sub-accounts
- SaxoInvestor: click Move positions between sub-accounts
- SaxoTraderPRO: click > Request account services > Move positions between sub-accounts
and then attach the file and submit the request.
-
SaxoTraderGO: click Move position between sub-accounts
- IMPORTANT - 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 on your account.
In order to know how to find position details, please click here.
Please note that it is not possible to transfer securities from a private account into an ISA account.
Saxo does not charge for this service.
Instructions to fill the position movement excel:
To Account | Account number to which the positions have to be moved |
Position number | Please enter the Position ID which 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 |
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. |