Stock transfer track and trace on SaxoPartnerConnect
It is now possible to see the status of your end-clients’ stock transfers in SaxoPartnerConnect. This allows you to see the status of the transfer, any reasons for the status, and whether a stock transfer has failed or partially failed (and why).
The feature is available to all users of SaxoPartnerConnect and is read-only at this stage.
From the Transfers drop-down menu, select Portfolio transfer. The Portfolio transfer window provides you with the Transfer ID (which you can use when contacting Saxo regarding this transfer), transfer details, and the status.
There are 2 tabs: current ongoing transfers as well as closed transfers (which includes completed or cancelled).