Historical data will not be transferred. After the migration, historical data and reports will only be available in DBA and the legacy Binck client portal for a limited period until the closure of these platforms which will happen in the end of 2022. Both platforms will show transactional and balance data only up to the migration date.
In SaxoPartnerConnect and SaxoPortfolio, reports can be generated that show the transactional and balance data from the migration date onwards. Tax reports for 2022 and onwards can also be generated from the platforms. At the beginning of 2023, you will receive two annual reports: a BinckBank report on the period until migration and a Saxo Bank report from the migration day until the end of 2022. In addition, we will migrate all average opening prices of all open positions, to ensure that this information remains available on the new platforms and reports.
You will still have access to DBA until the end of 2022, but only for downloading historical reports and similar if needed. No trading or support requests via Incident Tracking should be initiated from DBA after this date. You will be able to complete pending requests via Incident Tracking in DBA.
If you have specific requests for historical reports from DBA, please contact your relationship manager.