The overview of our platform tutorials:
- Introduction to SaxoPartnerConnect
- Login with 2FA
- How to use the Screener
- Placing an order for a single client
- Client screener
- Subscription to exchanges
- Client case management
- Creating an allocation group
- Block ordering
- Reports on client level
- Client view portfolio
- Corporate actions
- Advanced version - SaxoPortfolio
- Simple version - SaxoPortfolio
- Single client trading journeys
- Deposits and transfers
- Order conditions
- How to use 'Markets'
- How to use the watchlist
- Multi currency solution
- 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?
- How to authorize employees on SaxoPartnerConnect
- Renewal process for corporate accounts
Introduction to SaxoPartnerConnect
Login with 2FA
How to use the Screener
Placing an order for a single client
Client screener
Subscription to exchanges
Client case management
Creating an allocation group
Block ordering
Reports on client level
Client view portfolio
Corporate actions
Advanced version - SaxoPortfolio
Simple version - SaxoPortfolio
Single client trading journeys
Deposits and transfers
Order conditions
How to use 'Markets'
How to use the watchlist
Multi currency solution
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?
How to authorize employees on SaxoPartnerConnect
Renewal process for single and joint accounts
Renewal process for corporate accounts
SaxoPartnerConnect Mutual fund trading - single orders and block orders
Video description
How to trade bonds
Video description
How to exercise an option
Video description
Videos in production:
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Margin lending (coming soon)
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Advanced block trading journeys (coming soon)