On a regular basis, Saxo Bank will ask you to update and verify your information. When that happens (usually with an email from clientrenewal@saxobank.com) you will get access to a renewal form in our trading platform.
SaxoTraderGO: Account > Other > Renew personal details
If you have problems, opening the form, try Troubleshooting Instructions.
SaxoTraderPRO: ADD MODULE > Other > Renew personal details
SaxoTraderGO Mobile App: Setting >Renew personal details
If you have problems, opening the form, try Troubleshooting Instructions
This article intends to help you fill some of the sections, we believe, might require some additional clarification.
- Secondary nationality
- If you have a secondary nationality, please fill this section too.
- Type of ID: Is it a passport, driving license or national ID?
- Personal ID: Passport, driving license or national ID number.
- Secondary Tax Residence
- If you are tax liable in a country different than your country of residence, please fill this section too.
- TIN: tax identification number
- Employment details - Occupation details
- Select at least one employment or occupation type you had in the last 12 months
- Annual income
- Primary income after tax: salary, pension, unemployment compensation, student grant, ...
- Secondary income after tax (if applicable): Dividends, royalties
- Sources of wealth
- Value of cash and securities: Approximate value of all savings and investments excluding properties
- Intended to deposit with Saxo: In addition to your current holdings
If you do have questions regarding this process, please don’t hesitate to contact clientrenewal@saxobank.com.