SaxoTraderGO
- Open the SaxoTraderGO platform and click the ‘SaxoSelect’ tab
- Click the ‘Invest’ button, next to your chosen portfolio
- If this is your first time accessing SaxoSelect managed portfolios, you’ll need to complete a set of suitability questions specifically for managed portfolios (this is different from an appropriateness test, which relates to self-directed investing)
- Open the trade ticket and enter the amount you’d like to invest
SaxoInvestor
- Go to the Markets section, and click on 'Managed portfolio'
- Select a portfolio and click the Invest button
- If this is your first time accessing SaxoSelect managed portfolios, you’ll first need to click ‘Get started’ to complete a set of suitability questions specifically for managed portfolios (this is different from an appropriateness test, which relates to self-directed investing)
- Proceed to the Buy Order ticket and confirm how much you would like to invest.