# Saxo

Broker. Managed Accounts and Fund Accounting are assessed independently.

Reference page: /professional-services/saxo.html

Documentation research, not account or execution testing. Research regions do not establish residence eligibility. Requires Verification is an evidence gap, not proof of unavailability. Source conflicts and product/entity qualifications must remain attached to claims. Demo results do not establish live trading performance.

## Record ID

saxo

## name

Saxo

## Contractual role

Broker

## Legal entity

Saxo Bank A/S in the international institutional source

## Scope

Denmark / international; residence-specific entity and acceptance require verification.

## services

### managed Accounts

#### Product

SaxoConnect / block allocation

#### Evidence status

Conditional

#### Summary

Distribute master/block orders to underlying managed client accounts.

#### Documented capabilities

- Units or percentage allocation keys
- Remainder priorities and margin handling
- Technical example includes EUR/USD spot FX

#### Requirements

A specially configured block account, arranged with Saxo’s account manager.

#### Limitations

SaxoConnect GUI feature mapping and a provisioned manager demo require verification; a retail demo is insufficient.

#### Supporting sources

- [Saxo — wealth management solutions](<https://www.home.saxo/institutional-and-partners/iam-eam-ifa>) — source ID: saxo-wealth
- [Saxo — block-order documentation](<https://www.developer.saxo/openapi/learn/block-orders>) — source ID: saxo-block

#### Evaluation access

##### Route type

Requires Verification

##### Notes and remaining checks

A manager-specific demo or software evaluation has not been established. A retail demo does not establish access to these functions.

#### Accounting scope

Requires Verification

#### Research checked

2026-10-14

#### Testing status

Not tested

### fund Accounting

#### Evidence status

Requires Verification

#### Summary

Pooled-fund accounting has not been established for this provider in the reviewed research.

#### Limitations

This is an evidence gap, not a finding that the service is unavailable.

#### Supporting sources

No supporting source recorded for this field.

#### Research checked

2026-10-14

#### Testing status

Not tested

## Official sources

### Saxo — block-order documentation

Source ID: saxo-block

https://www.developer.saxo/openapi/learn/block-orders

#### Research checked

2026-10-14

### Saxo — wealth management solutions

Source ID: saxo-wealth

https://www.home.saxo/institutional-and-partners/iam-eam-ifa

#### Research checked

2026-10-14