How do I request a securities transfer?

The below images describe the 5 steps you will go through to complete the transfer request:

Step 1: will be pre-filled with your Saxo account details.

 

Step 2: type the full and correct information about the Bank/Broker you are transferring from/to :

• Bank/Broker Name

• Contact Person

• Phone number of that person including country code

• Email of the contact person

• Your account number at the Bank/Broker

Step 3: type the Name or Ticker symbol of the instruments you wish to transfer in the "Find Instrument" field:

• Indicate the quantity of securities you wish to transfer

• Indicate the "Buy Price" at which you purchased them OR tick "Use Spot Price"

Steps 4-5: Verify and Confirm the transaction. Once you have finalized the process, Saxo will automatically receive you request. Please export and print a copy of the transaction and send it to your Bank/Broker.