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Request a securities transfer via SaxoTraderGO

In SaxoTraderGO you can perform Securities transfers to and from Saxo in a quick and easy way. The below images show how to find the Securities Transfer module, and 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.
 



 

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