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  1. Saxo Bank A/S Support
  2. Managing your account

Managing your account

  • Security

    • How to secure your Saxo Platform?
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  • Account management

    • Renew of personal details
    • Client information update
    • What is the Appropriateness Test and how can I retake it?
    • How do I create a currency account (sub-account)?
    • Can I change my account name?
    • What’s the procedure I should undertake in case of relocation?
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  • Client Information

    • Retail or Professional? How do I check my classification status?
    • How do I update my phone number, email or residential address ?
    • What is the MiFID Risk Warning?
    • How to submit missing information for client documentation update?
    • How do I submit documents to Saxo?
    • How do I unsubscribe from email notifications?
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  • Reports & Statements

    • Downloading reports
    • How do I read the Trade Executed Report?
    • How do I read the Closed Positions Summary?
    • How do I read the Portfolio Report
    • Understanding the Account Value
    • What is Account Value?
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  • Pricing and fees

    • Am I charged any fees for having an account with Saxo?
    • Does Saxo charge fees for their trading platforms?
    • When is the currency conversion rate cost applied?
    • Holding Fee / Carrying Cost 
    • How much is a currency conversion fee?
    • Are there interest charges or credits on my account?
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  • Corporate actions

    • What are corporate actions accruals?
    • Shareholder (or Proxy) voting
    • How do I vote in voluntary corporate actions?
    • How to set up instructions to receive dividends as cash or securities?
    • ​When are dividends in extra shares credited to my account?
    • What does the corporate action event status mean?
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  • Tax

    • How can I claim back taxes on dividends ?
    • What are the withholding taxes for dividends?
    • Why am I being charged the full tax rate on a share dividend if I am signed up for Relief at Source?
    • Does Saxo offer tax relief on bond coupon payments?
    • What is Saxo Bank reporting to the Danish tax authorities about my account?
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The value of your investments can go down as well as up. Losses can exceed deposits on margin products. Complex products, including CFDs and FX, come with a high risk of losing money rapidly due to leverage. You should consider whether you understand how CFDs, FX or any of our other products work and whether you can afford to take the high risk of losing your money. 71% of retail investor accounts lose money when trading CFDs/FX with Saxo.

Trade responsibly
All trading carries risk. To help you understand the risks involved we have put together a series of Key Information Documents (KIDs) highlighting the risks and rewards related to each product. Read more

This website can be accessed worldwide however the information on the website is related to Saxo Bank A/S and is not specific to any entity of Saxo Bank Group. All clients will directly engage with Saxo Bank A/S and all client agreements will be entered into with Saxo Bank A/S and thus governed by Danish Law.

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