If you do not have Cash or Open Positions on your account
If you still have Cash or Open Positions on your account
If you do not have Cash or Open Positions on your account:
1. Create a Support Ticket from where you request the closure of your account. How do I request support?
2. Print Account Statements and other relevant reports. All reports needed for your tax declaration can be found in the Account menu of our platforms. We recommend at least printing a copy of your Statement and Trades Executed reports for your records. Note: Once your account has been closed, you will no longer have access to our platforms and it can take up to 2 weeks for us to process requests for printed reports. You can find instructions how to find the reports here: Where can I find my financial reports?
If you still have Cash or Open Positions on your account:
1. Close any remaining open trades and orders in your account, using one of our trading platforms. If you have any stocks which you would like to transfer to another institution instead of selling now, kindly refer to Securities transfer instruction.
2. Withdraw any remaining Cash
Please use a Withdraw funds instruction if you are not sure how to do that.
3. Print Account Statements and other relevant reports. All reports needed for your tax declaration can be found in the Account menu of our platforms. We recommend at least printing a copy of your Statement and Trades Executed reports for your records. Note: Once your account has been closed you will no longer have access to our platforms and it can take up to 2 weeks for us to process requests for printed reports. You can find instructions on how to find the reports here: Where can I find my financial reports?
4. Create a Support Ticket from where you request us to close your account. How do I request support?
Please note that due to legal requirements, Saxo is obliged to keep your data for at least 7 years following the account closure.