About Saxo Bank
Saxo Bank is an investment platform where users can trade equities, funds, and other financial instruments.
How Findex connects to Saxo Bank
Once connected, your Saxo Bank holdings appear alongside the rest of your portfolio in Findex. Positions, cost basis, and transactions sync automatically, so every account lives in one view without manual entry.
Getting started
Open the Integrations section in your Findex dashboard, select Saxo Bank, and authenticate with your account credentials. The initial sync completes within a few minutes.
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