Managing your account
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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
- Come viene calcolato il P&L giornaliero, mensile e annuale della sezione Profitti/perdite Strumento?
- 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
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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?