Find information on:
- Introduction to SaxoPartnerConnect
- How do I or my employees' access SaxoPartnerConnect?
- How do I login to SaxoPartnerConnect with 2 factor authentication (2FA)?
- How do I place an order for a single client?
- How do I use the screener?
- How can I view the details of my client’s cash position?
- How do I use the client screener?
- How do I subscribe to exchanges?
- How do I manage my customer's cases?
- How do I view a client's portfolio?
- How do I create an allocation group?
- How do I place a block order?
- How do I generate a report for an end-customer?
- Explanation column ‘P/L (EUR)’
- Single client trading journeys
- How do I deposit and transfer money?
- How do I change the conditions of a trade order?
- How can I use the markets section?
- How do I use the watchlist?
- How does the multi currency solution work?
- How to navigate the product page?
- What are care orders and how to use them?
- How to place a single option order?
- How to place a block order for options?
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Client management services – get flexibility and efficiency with multiple account structures
Introduction to SaxoPartnerConnect
SaxoPartnerConnect improves upon DBA in numerous ways. You have access to powerful features and will be able to enjoy increased control over your trading – with less of a need to contact the trading desk for order handling. Key features:
- General dashboard
- Case management, cash and risk management modules
- New advanced client screener module
- Support for bulk reporting
- New corporate actions modules (watch our video tutorial here)
- New single client view and full trading support including block orders
- User roles supported
- Report generation on demand
- Care order support directly from the platform
- Client onboarding module (available in April)
- Client renewal module (available in April)
SaxoPartnerConnect is available in different languages (Dutch, French and English). Also, reports can be displayed in the local language.
Check out our video tutorials, where you learn more about the different features. In the video below, you will get a short introduction to some of the highlights of SaxoPartnerConnect.
NB; if you want to simultaneously make private use of SaxoInvestor in addition to SaxoPartnerConnect, this is only possible if you use a different browser.
How do I or my employees access SaxoPartnerConnect?
In the weeks before the migration, you and your employees will receive login credentials to SaxoPartnerConnect. Each employee will need to reset their password following Saxo Bank’s standard password reset flow. Every employee will need to use the email address and mobile phone number that is already registered with BinckBank for authentication. After that, you can start using SaxoPartnerConnect via the login page.
Did you forget your UserID and/or password?
You can easily request a new password and your UserID via the login page of SaxoPartnerConnect.
Please note: these flows are opening in a new screen. After completing the flow, you will have to go back to the previous screen with the login page for SaxoPartnerConnect (without clicking on the login button).
UserID
If you choose ‘Forgot your UserID’, you will be asked to fill your date of birth and phone number. After that, the UserID will be send by SMS. If you have multiple UserID’s, you will receive all UserID’s that are available within Saxo Bank. You will also receive an confirmation by e-mail.
Password
If you choose ‘Forgot your password’, you fill in your email address and UserID:
If you forgot your email address, then click on ‘I forgot my email’. After entering your date of birth and phone number, you will receive your email address by SMS, with a confirmation by email.
After the requested information has been entered, you will receive a verification code by SMS:
After entering the verification code, you can set a new password and finish the reset password flow. Also, we will send out a confirmation by SMS and email.
Make sure to go back to the login page of SaxoPartnerConnect to enter your UserID and password.
How to authorize employees on SaxoPartnerConnect
The Authorization Roles framework within SaxoPartnerConnect gives you the flexibility to select the business functions that can be performed by your employees in the platform.
When authorization roles are assigned to a user, your employee, it allows the user to view certain data or modules, or to perform specific tasks in the platform.
A user can be assigned multiple roles and roles can be applied to both back-office employees (with no access to trading) and front-office employees (with trading access). For example, when the role “UserRole. + Manage Corporate Actions on Hierarchy” is applied to a user, it allows access to elect on corporate action events for end-customers. Learn more about this topic in the video below.
How do I login to SaxoPartnerConnect with 2 factor authentication (2FA)?
In this short video, we will demonstrate how to log in to your SaxoPartnerConnect account with Two Factor Authentication (2FA or TFA).
The purpose is to verify your identity in two unique ways before you are granted access to the system.
How do I use the client renewal module?
Our ongoing due diligence process (ODD) for your end-customers will be initiated in our client renewal module. Want to learn more about the module? Take a look at our step-by-step guide.
If you have any questions related to the module, please reach out to your primary contact. For general ODD questions, do not hesitate to contact the IAM Remediation Client Service using the following phone number: +31 20 22 56 584.
How do I place an order for a single client?
In this video, we will demonstrate how you can place an order for a specific client and:
- Fill in the trade ticket and place the order
- See the status of the order
- Modify or cancel the order
How do I use the screener?
You have the option of creating your own Screeners within the Trading section.
In this video, we will demonstrate how you can create your personal Screeners using the different filter lists.
How can I view the details of my client’s cash position?
You can select a client in SaxoPartnerConnect and find the details of your client’s cash position via Positions > Cash. Below is an explanation of the different components:
- Cash (EUR): this section indicates the currency in which the amounts are shown
- Cash balance: the amount your client has in cash on their account(s)
- Transactions not booked: cash amounts to be processed, for example after a transaction including accruals
- Corporate action accruals: expected income following corporate actions (such as dividend and coupon payments)
- Cash: this is the sum of the cash balance, transactions not booked and corporate action accruals;
- Cash available: the maximum amount your client can spend
How do I use the client screener?
In this video, we will demonstrate how to use the client screener and
- Group your clients into your own screeners (or filtered groups)
- Save your screeners
- Manage/edit your filters
- View the orders within a specific screener
- View the positions within a specific screener
How do I subscribe to exchanges?
In this video, we will demonstrate how you can subscribe to a price feed of certain exchanges and:
- What the different subscription levels mean
- How to fill in the subscription form and what to be aware of
How do I manage my customer's cases?
In this video, we will talk about the case management module and demonstrate how to:
- View your active cases
- Use the filters
- Add additional information to a case
- Create a new case
- Close a case
How do I view a client's portfolio?
In this video, we will demonstrate:
- How to access a client's portfolio and what the different features allow you to see and do
- The 'Postitions' view and:
- The different features available and their meaning
- How to view on a product level
- How to manage and adjust the columns
- The 'Performance' view and the different features available
- The 'Transactions' view and the different filters available
How do I create an allocation group?
In this video, we will demonstrate how to:
- Import (via excel template) or create a new allocation group
- Create a block order for the group
How do I place a block order?
In this video, we will demonstrate:
- The meaning and usage of the different filters in the block order
- How to view your current orders and modify them
- Where to view your historical orders and trades
How do I generate a report for an end-customer?
In this video, we will demonstrate the following:
- The customer's portfolio
- Viewing and exporting historical and portfolio reports
- Activities on the customer's account
Explanation column ‘P/L (EUR)’
In the portfolio overview in SaxoPartnerConnect and SaxoPortfolio, you will see a column ‘P/L (EUR)’, which can be translated as ‘result after costs’. The costs referred to here are the transaction costs for buying and selling the security. In the example below, the result is EUR -15, after costs have been deducted.
When you click on 
, you will see the specifications of the costs. You will not see any costs under 'Open' for positions that have been migrated from BinckBank. For positions that you are going to open in the future, the costs are shown in both 'Open' and 'Close'.
In this example, the total result before costs is EUR 5.36. The result after deduction of costs is then calculated as follows:
Total P/L (inc. costs) = Trade P/L - (open costs + close costs) = 5.36 - (10.38 + 10) = EUR -15.02.
Single client trading journeys
In this video, we will demonstrate the following:
- How and where you can place a new order or trade
- Information on trading conditions
- How to modify your orders
How do I deposit, withdraw and transfer money?
If you want to transfer money to your Saxo account, you instruct your bank to transfer the amount to your IBAN account number with Saxo. Learn more about monetary transactions here. In the below video, we will demonstrate how you can:
- Withdraw funds to your bank account
- Fund your trading account from your bank account
- Transfer funds between sub-accounts
How do I change the conditions of a trade order?
In this video, we will demonstrate how to:
- Create and place a new trade order
- Change the conditions of the trade order
- 'Add profit' and/or 'stop loss' to a trade order
- Place an Algo order
How can I use the markets section?
In this video, we will demonstrate:
- How to edit and create your own 'My Markets'
- What the different features on the market site mean and how they function
- How to access and understand the features within the different instrument sections
- How to explore, filter, create and save your own screener on the different instruments (also see video on screener)
- How to add a specific index to a watchlist
- How to use and edit the the different features available within the advanced chart
How do I use the watchlist?
In this video we will demonstrate how to:
- View and create your own watchlists
- Add instruments to a specific watchlist
- Edit the column data within a watchlist
- Add/remove specific instruments to/from a watchlist
- Rename/delete a watchlist
How does the multi currency solution work?
In this video we will demonstrate how to:
- Dig deeper into the different accounts (positions, orders, performance and transactions)
- Use the all account view
- Create a report for the different accounts
- Create a single trade ticket and a block trading ticket
We will also take a closer look at what the end-customer sees on within their Portfolio.
How to navigate the product page?
In this video, we explain more about the product page and:
- How IAM’s can navigate the product page
- Where IAM’s can find more specifics about the stocks
What are care orders and how to use them?
Care orders are manually handled orders by the trading desk. Once sent to the trading desk for execution, they can’t be amended or cancelled from the platform. For any changes to these orders, you need to contact the trading desk.
In this video, we explain more about care orders and how these orders work:
How to place a single option order?
In this video, we explain:
- How to place a single option order
- How to navigate an option screen for a specific instrument
How to place a block order for options?
In this video, we explain:
- How to place block orders for options
Client management services – get flexibility and efficiency with multiple account structures
You can create your own hierarchy of accounts with parent and multiple child accounts. As a partner, your omnibus account is your principal account with Saxo aggregating multiple sub accounts. Use the structure to facilitate funding, interests, commissions and trading, and risk management across multiple underlying customer accounts.
Client management and onboarding services are provided via automated case handling or via our Client management OpenAPI for automated upload of complete prospective client details. The service includes support for multiple account structures to facilitate self-directed, advisory and discretionary client set ups.
Front load and placement fees
It is not possible to run frontload and/or placement fees through Saxo Bank.