CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. 
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CFDs and forex (FX) are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs, FX, or any of our other products work and whether you can afford to take the high risk of losing your money.
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Partner Product Update

New marketing portal & global roll out of SaxoPartnerConnect

We are proud to announce that we will go live with a new marketing portal within SaxoPartnerConnect during the second half of April 2023. This means all partner employees will receive access to the new platform and marketing portal. The existing marketing portal will be decommissioned. The new marketing portal will consist of both new content as well as relevant content from the existing portal.  

SaxoPartnerConnect is the new flagship platform for all of Saxo’s partners and it has been developed since 2020. The platform is primarily envisioned as a platform that can serve all types of partners and is optimised for handling a client base with client screeners as well as bulk modules for handling blockorders, corporate actions, case management and reporting.

SaxoPartnerConnect will gradually start replacing WebConnect, which means we will slowly remove WebConnect access from partners. This change will take place when SaxoPartnerConnect supports all the relevant functionalities that WebConnect currently supports. 

Employees who currently have access to SaxoPartnerConnect 

Nothing will change for your employee users; just be aware that after mid-April, all your employees will have access to the new marketing portal within SaxoPartnerConnect. 

Employees without access to SaxoPartnerConnect 

All users/employees will soon receive access to SaxoPartnerConnect (www.connect.saxo).  

The new platform requires users to have assigned roles or permissions to access specific functionality. All access is governed by the user’s role assignment, so if an employee user does not have a role within SaxoPartnerConnect, access will be refused. 

Different role types 

We have assigned one of two base roles to all partner employee users: 

  • Authorised Dealer: for users that currently have access to the SaxoTraderGO or SaxoTraderPRO platforms. (They can trade on behalf of end-clients.) 
  • Read Only: for users that currently have access to the WebConnect or monitor platforms. (This is a read- or view-only role.) 

Both base roles will allow users to use the new platform including access the marketing portal, but to fully benefit from SaxoPartnerConnect, we recommend that you assign additional “plus roles” to the base role types in order to access additional functionalities. For more information, please read the section “Adding plus roles for SaxoPartnerConnect” on page 13 of the Access administrator's user guide (see screenshot). 

saxo-tools
Where to find the Access administrators user guide

Important additional information

  • We will be hosting a webinar on Thursday, 13 April 2023, at 9:30 CET (15:30 SGT) where we will demo SaxoPartnerConnect and answer any pending questions regarding access and different roles. You do not need to sign up, but we recommend that you save the date in your calendar with the following information:
  • If you have employee users that should have access to the marketing portal but should not have access to end-clients, please reach out to your account manager and we will enable you to set up employee users with “Partner portal only” access in SaxoTools.

Please contact your account manager if you have any questions.

Content disclaimer

None of the information provided on this website constitutes an offer, solicitation, or endorsement to buy or sell any financial instrument, nor is it financial, investment, or trading advice. Saxo Bank A/S and its entities within the Saxo Bank Group provide execution-only services, with all trades and investments based on self-directed decisions. Analysis, research, and educational content is for informational purposes only and should not be considered advice nor a recommendation.

Saxo’s content may reflect the personal views of the author, which are subject to change without notice. Mentions of specific financial products are for illustrative purposes only and may serve to clarify financial literacy topics. Content classified as investment research is marketing material and does not meet legal requirements for independent research.

Before making any investment decisions, you should assess your own financial situation, needs, and objectives, and consider seeking independent professional advice. Saxo does not guarantee the accuracy or completeness of any information provided and assumes no liability for any errors, omissions, losses, or damages resulting from the use of this information.

Please refer to our full disclaimer and notification on non-independent investment research for more details.

All trading and investing comes with risk, including but not limited to the potential to lose your entire invested amount.

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