To transfer a stock or bond position from one sub-account to another, go through the following steps:
- SaxoTraderGO: click Move position between sub-accounts
- SaxoInvestor: click Move positions between sub-accounts
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SaxoTraderPRO: click
> Request account services > Move positions between sub-accounts
- Fill in the "Position movement" file (Download here). Save it on your computer.
- Create a support request by navigating to the main menu > Request account services > select Position movement between sub-accounts and then attach the file and submit the request.
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 in your 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. 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: |
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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. |