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  1. SaxoConnect
  2. Client Management

Client Management

Client Page and Reporting

Client Page

  • Foreign currency accounts
  • What are Cash Balance Currency Movements?
  • How are percentage returns calculated?
  • How do I read the Performance Overview?
  • What is Cash available?
  • What is ESG? Align your values with your investments
See all 16 articles

Corporate Actions

  • What are the withholding taxes for dividends?
  • Tax treaties by country
  • Dividends and Coupons Dashboard
  • Corporate action stock blocking and stock accruals
  • What are corporate actions accruals?
  • Corporate Action elections on behalf of end clients
See all 7 articles

Subscriptions

  • Subscribing to live prices
  • Which exchange should I subscribe to?
  • How do I unsubscribe from an exchange?
  • No available Market Data Subscription
  • Viewing client subscriptions

Reporting

  • How to access Dutch Tax Reports for your active end-clients
  • What is Cumulative P/L
  • What is Position P/L?
  • What is Instrument P/L?
  • Calculation of the result on positions
  • What are Aggregated Amounts?
See all 21 articles
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