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Securities Transfers

These endpoints are used to request one or more securities being transferred either from an external broker into the client's Saxo Bank account, or from a client's Saxo Bank account to an external broker. 

This endpoint is primarily intended for IBs and requires special permissions to access.

Listing external brokers

We require you to provide some details about the broker you wish to transfer from or to and to make this easier we have a directory of known brokers with the required information. The brokers are grouped by country and can be queried with the countrycode found from the 'ref/v1/countries' endpoint like so:

GET https://gateway.saxobank.com/sim/openapi/atr/v1/securitiestransfers/brokers/?CountryCode=DK
 
HTTP/1.1 200 OK
{
  "Data": [
    {
      "Contact": "Broker Contact 1",
      "CountryCode": "DK",
      "Email": "BrokerEmail1@email.com",
      "Name": "ABC Investment Bank",
      "Phone": "+45 12345678"
    },
    {
      "Contact": "Broker Contact 2",
      "CountryCode": "DK",
      "Email": "BrokerEmail2@email.com",
      "Name": "Alps Investment Bank",
      "Phone": "555 212-639-9675"
    }
  ]
}

If a broker is not on this list, or you already have this information on hand, you can simply skip this step.

Submit the securities transfer request

Submitting the transfer request with all required information will result in a TransferId being returned.

POST https://gateway.saxobank.com/sim/openapi/atr/v1/securitiestransfers/transfers/
{
  "AccountKey": "dIm75edbgnW6aBK3CIc-sw==",
  "AssetType": "Stock",
  "Broker": {
    "Contact": "Broker Contact 1",
    "CountryCode": "DK",
    "Email": "BrokerEmail1@email.com",
    "Name": "ABC Investment Bank",
    "Phone": "+45 12345678"
  },
  "ClientAccountAtBroker": "0539633313",
  "ClientKey": "zpSlGZ4F0cPIx59wR3HP1g==",
  "Securities": [
    {
      "Currency": "EUR",
      "Description": "Apple Inc.",
      "Exchange": "NASDAQ",
      "InstrumentSymbolCode": "AAPL:xnas",
      "IsinCode": "US0378331005",
      "Price": 194.82,
      "PurchaseDate": "2020-06-20",
      "Quantity": 24.0,
      "Uic": 211
    },
    {
      "Currency": "GBP",
      "Description": "ABB Ltd",
      "Exchange": "SSE",
      "InstrumentSymbolCode": "ABB:xome",
      "IsinCode": "CH0012221716",
      "Price": 32.82,
      "PurchaseDate": "2020-09-10",
      "Quantity": 7.0,
      "Uic": 101
    }
  ],
  "TransferDirection": "TransferIn"
}
 
HTTP/1.1 201 Created
{
  "TransferId": "63HGCDS3E89DS"
}