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Outgoing transfer A transfer of positions out of your Saxo account must be initiated at the receiving bank/broker. Once this is done, confirm the transfer also from your Saxo account by filling the outgoing transfer request as described below. |
You can perform securities (Stocks, bonds, ETFs, Mutual Funds) transfers from your Saxo account from any platform:
- SaxoTraderGO: click Portfolio transfer
- SaxoInvestor*: click Portfolio transfer
- SaxoTraderPRO: click menu > Deposits and transfers > Portfolio transfer
Please be aware that the transfer from the savings account (Aktiesparekonto) for Danish clients is not permitted.
To complete the transfer request you need to provide the following information:
- The Saxo account you intend to transfer the securities from
- The broker details of the receiving bank/broker
- The securities you intend to transfer (find them by searching in the search field)
- The number of securities and the price to be shown on the platform
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Tip Once you have submitted the security transfer online make sure you print, sign, and send to your bank/broker a scanned copy of the online request you have made with Saxo, as the actual time to complete the process will vary depending on the speed at which your bank responds and complies with our request. |
After submitting the request from your Saxo platform, it is necessary to raise the same request from your broker account as well.
To complete the transfer request from your brokerage account, you need to provide the following information:
- Contact person: Stock Transfer
- Contact Phone Number: +91 (124) 4872374
- Contact Email address: bost-ssc@saxobank.com