How do I request a securities transfer?

You can perform securities transfers to or from Saxo Bank from your online account:

• Click the main menu > Deposits and transfers > Portfolio transfer

Please be aware that the transfer to or from the savings account (Aktiesparekonto) for Danish clients is not permitted.

To complete the transfer request you need to provide the following information:

1. Which Saxo account you intend to transfer the securities to/from.
2. Whether you want to transfer to or from Saxo.
3. The broker details of the sending/receiving bank/broker.
4. Which securities do you intend to transfer (find them by searching in the search field).
5. The number of securities and the price to be shown in the platform.

Example from SaxoTraderGO