Client Selector in SaxoTraderGO

The Client Selector is now available in the SaxoTraderGO platform for Introducing Brokers, allowing authorised dealers to:

  • Search and select client accounts
  • Place trades and orders on behalf of clients
  • Monitor client accounts - seeing the same performance and reporting as the client

The Client selector is accessible from the  icon in the top right corner of the SaxoTraderGO platform and allows you to search for clients by:

  • Client ID
  • Client Name
  • Account number

The Client Selector also has a Recent section for quick selection of clients that have recently been selected.

 

The owner-level account can be selected at the top of the selector so it is always possible to get back to the top-level owner ID.

When a client is selected, the platform displays the client’s:

  • Account details in the Account toolbar
  • Positions in the position list
  • Orders in the Orders list
  • Performance and reports in the Account tab of the platform

Note that prices in the platform will be your own price subscriptions and may not be the same prices the client sees if the client has subscribed to live prices for example.

Authorised dealers

Authorised dealers who currently have access to trade on behalf of clients now have access to the Client Selector through the SaxoTraderGO platform.

Authorised dealers are able to place and manage trades and orders for selected clients as well as monitor the client’s performance and account. 

View only access

Users who currently have access to WebConnect to monitor client accounts can now access www.saxotrader.com/Monitor (or partner’s URL/Monitor) and use the Client Selector to select and monitor clients.

These users can access the Account section of the platform for monitoring clients account only and are not allowed to trade on behalf of clients. Items such as cash transfers and price subscription management are also hidden.

 

 

Saxo Markets
3 Church Street, #30-00
Samsung Hub
Singapore 049483

All departments are available 08:30 to 17:30 Monday to Friday.

Singapore

Saxo Capital Markets Pte Ltd ('Saxo Markets') is a company authorised and regulated by the Monetary Authority of Singapore (MAS) [Co. Reg. No.: 200601141M ] and is a wholly owned subsidiary of Saxo Bank A/S, headquartered in Denmark. Please refer to our General Business Terms & Risk Warning to consider whether acquiring or continuing to hold financial products is suitable for you, prior to opening an account and investing in a financial product.

Trading in financial instruments carries various risks, and is not suitable for all investors. Please seek expert advice, and always ensure that you fully understand these risks before trading. Trading in leveraged products such as Margin FX products may result in your losses exceeding your initial deposits. Saxo Markets does not provide financial advice, any information available on this website is ‘general’ in nature and for informational purposes only. Saxo Markets does not take into account an individual’s needs, objectives or financial situation.

The Saxo trading platform has received numerous awards and recognition. For details of these awards and information on awards visit www.home.saxo/en-sg/about-us/awards.

The information or the products and services referred to on this website may be accessed worldwide, however is only intended for distribution to and use by recipients located in countries where such use does not constitute a violation of applicable legislation or regulations. Products and Services offered on this website is not intended for residents of the United States and Japan. Please click here to view our full disclaimer.

This advertisement has not been reviewed by the Monetary Authority of Singapore.