Incoming stock transfers are provided within Saxo Tools and please find detailed guidance on the process in the comprehensive user manual available in Saxo Tools.
When you submit instructions in Saxo Tools, it's vital to ensure the accuracy of the submitted opening price of the positions, as requesting a price change incurs a fee of 10 USD per line.
If you have submitted an incorrect price by mistake, you can adjust it by completing the attached Excel file.
Note this can only be done for Stocks.
You will need to fill in the specified columns with information that can be found in the open positions module which can be accessed by navigating to the Client Tree, locate the client, and select Portfolio.
This module will display all positions held in the client's account. Identify the position for which the client wishes to update the price and take note of the details below as you will need it to complete the Excel file.
If you do not see the listed columns, then please navigate to the cogwheel icon and select “Manage Columns” to add or rearrange columns.
After entering the details of the positions requiring price correction into the Excel file, please submit it by creating a case to Stock Transfers and write in the text that you wish to correct the price of the specific instrument. Please also ensure you confirm with the client that a fee will be deducted and state that to the department.
Please do not remove any of the columns in the excel file or change the format of the columns.
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