Yes, you can grant access to your account by giving someone else authorisation.
Please note if your account is corporate or financial organization this process doesn't apply to you. Please contact your account manager or contact support.
The authorisation can be given to:
- Spouse
- Parents
- Siblings
- Children (must have reached adulthood)
If the person you want to authorise is not listed above as your direct family member, she/he needs to be a professional who has a license from regulator to give financial advice.
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Note
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How to authorise another person?
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SaxoTraderGO: click on
> Request account services > Request Letter of Authorisation
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SaxoInvestor: click on
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SaxoTraderPRO: click on
The authorised person can perform trades and cash transfers from the trading account to the beneficiary bank account in the account holder’s name.
In the requesting process, you will need to fill in some personal information of the person to be authorised, such as name, nationality, address, email, mobile. You also need to prepare a copy of identity (Passport or National ID) of the person who will be authorised to be uploaded. The proof of identity must contain a signature sample.
If the person is not your direct family member but a professional, a copy of license is needed as well.
In case the process on the platform doesn't work, you can give the authorisation by filling this form here.