Saxo Bank to release new platform menu for IB partners
Multi-asset investment specialist Saxo Bank announces that the new “My Profile” platform menu will be released to Introducing Broker partners in the third quarter of 2023.
The new platform menu provides easy access to many important platform functions that are currently embedded in the Account section of the platform, including:
- Personal details, where clients can easily access and update their account details
- Platform settings and subscriptions to market data
- Account services, where clients can request additional trading sub-accounts and other services
- Deposits and transfers, including direct access to:
- Deposit options for funding your account
- Withdrawals
- Inter-account transfers
- Corporate actions
- Account reports including:
- Corporate actions
- Report generator (creates a PDF for the portfolio report and several other reports)
- Account statements.
Also, a new funding journey will be released to Saxo’s Introducing Broker partners in the third quarter of 2023.
The new funding journey is a complete redesign of the existing funding module to fund your account, withdraw funds from your account, and transfer funds between trading accounts. The module is called Deposits and transfers.