Reporting FAQs

This article will cover topics on how to find, download and read the different reports. Learn more about reporting at Saxo Bank A/S below:

How can I view and download the 'Dividends report'?

To access the Dividends report go to Portfolio > select an account > Transactions > Corporate actions.

Learn more about the Dividends report and what to look for here

Where can I find my account reports?

Account reports can be downloaded from the Platform: Click on myprofile > Account activity and reports > Account reports > Download report > Select the given report > Click on pdf or excel.

Learn about the different types of reports and how to get them sent to you here

How do I read the portfolio report?

The Portfolio Report provides a breakdown of overall performance on an Account or aggregated accounts.

Learn how to read the portfolio report here

What is Saxo Bank A/S reporting to the Danish tax authorities about my account?

Saxo Bank A/S is obliged to report information about our direct clients regardless of the country of their residence to Danish Tax Authorities.

Read about what information Saxo Bank A/S reports here

Why does my Account Value not match across all reports?

This is most likely related to the value of your Bonds. Some reports will include accrued interest, some will not.

Read about what reports include accrued interest and which do not here