From migration date and onwards, your end-customers can stay informed about their investment portfolio through SaxoPortfolio. SaxoPortfolio replaces the Binck end-client portal and provides a clear overview of the performance of the customer’s portfolio, current holdings as well as access to key reports
We are missing contact information for some of your customers preventing them from accessing SaxoPortfolio
At migration, your end-customers will get a new user ID and need to reset their password to access SaxoPortfolio. Saxo Bank uses a two factor authentication based on the email address and mobile phone number of your customer already registered with BinckBank.
Please provide contact information for relevant customers as per the excel sheet received directly from your primary contact. The deadline is Friday, 21 January 2022.
If we receive the information within deadline, your customers will be able to reset their password digitally and access their portfolio in SaxoPortfolio.
If we do not receive the information within the deadline, your customers will be migrated to Saxo’s infrastructure without complete contact information and there will be a delay for your customers to access SaxoPortfolio. During this period, you can keep your customers informed about their portfolio using the reports in SaxoConnect.
After 21 January 2022, the process to update contact information is the following:
- As independent asset manager, you send a ‘change of contact details form’ (Dutch and French) to your end-customer.
- Your customer fills in the form, signs and return to you with a POI document attached (Passport or ID card).
- You check the documents and confirm the data and forward the form and POI document to Saxo using the P01 case management system.
- Saxo’s Client Service team makes the change in CRM and the customer will be able to authenticate and get access to SaxoPortfolio
If you have any questions, please contact us at IAMmigration@saxobank.com
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