Getting Started

Access

• The Authorisation Roles explained
• Fraud: What to know and how to protect yourself
• How to secure your Saxo account?
• Updating users in user admin tool
• Creating new users
• Form submission for Authorised Dealers and Back Office users.

Case Management

• Creating a new case
• Enabling e-mail alerts on cases
• Responding to closed case surveys
• Tracking and managing cases
• Tracking and managing cases

Communication

• My Saxo representatives
• Stay informed and receive research and market updates
• Saxo's Institutional Updates - Institutional Newsletter
• Contacting Global Sales Traders (GST)
• Service and contact with Saxo Bank

Performance Dashboard

• Performance Dashboard explained
• Glossary
• Performance Dashboard – Features & Restrictions

Platform Guide

• What do all of the different IDs or identifiers Saxo uses with my account mean?
• The Simulation Environment explained
• Understanding the markets module
• The marketing portal explained
• Navigating the platform
• Understanding the structure of your house

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