Features

A complete saxo active account may cover the areas listed below and more as they pertain to each client’s situation. For planning purposes, we utilize Naviplan which is an industry leading comprehensive Financial Planning software program.

Investment Planning

Investment analysis, recommendations

Retirement Analysis

Retirement goals, age, income needs

Education Planing

College costs, private school

Financial Planning

Develop and implement their personalized Plan

Disability Analysis

Cash flow needs and wants

Survivor Analysis

Human life value, family needs analysis

Digital Bank with actual benefits

Make deposits, check account balances, transfer funds, and enroll for oppoturnities, available 24/7 You no longer have to visit your local community office during operating hours for simple financial transactions. This means less driving and less worrying about banking hours while getting paid up to two days early, moving money in minutes, or even using your funds for rewards. Unlock the full power of the true digital bank you need.

Reputable customer feedbacks

We pride ourselves on delivering exceptional service and reliable banking solutions, and our reputation is reflected in the positive experiences shared by our clients.

All your finance in one app

Experience the convenience of having all your financial needs in a single, user-friendly online platform, manage your account, track spending, make transfers, and access a wide range of banking services with a few taps.

Simple loan register process

Hassle-free loan application with our streamlined registration process, making securing a loan quick and straightforward.

Access to secure banking

Enjoy robust security features designed to protect your financial information, with real-time fraud detection

Professional Investment Management

A tailor-made investment portfolio actively managed by the investment team of Saxo. For those looking to grow their wealth professionally but are without the time, experience, or knowledge to consistently manage and optimize their portfolio.

More ways to optimise returns

Build wealth the smart way—generate consistent returns even when you're not working

Interest on cash

Earn Interest on Uninvested Cash Across Multiple Currencies with the Flexibility of No Lock-In Periods

  • Instant Access to Funds
  • Enhanced Financial Flexibility
  • Maximize Earnings
Robo-Advisors

Use technology-driven investment platforms that provide personalized portfolio management based on your risk tolerance

  • Low Fees
  • Goal-Based Investing
  • Automated Portfolio Management
Loyalty Programs

Earn rewards, cashback, or bonuses for consistent use or achieving specific financial milestones.

  • Referral bonuses
  • Bundled Product Discounts
  • Milestone Bonuses

Frequently asked questions

Common Question and Helpful Answers

How do I open a new account?

You can open a new account online by visiting our account opening page, fill in the required infomation, and following the step-by-step instructions.

To open an account, you'll need a government-issued ID (like a passport or driver’s license), proof of address, and your Social Security Number or equivalent.

To dispute a transaction, log in to your online banking account, navigate to the livechat support system all questions will be answered and solved swiftly

What is the interest rate on savings accounts?

Interest rates vary by account type and market conditions. Please check our current rates page for the latest information.

Our online banking system uses advanced encryption, multi-factor authentication, and real-time fraud monitoring to protect your account information.

You can apply for a loan online by filling out the application form in our Loans section, or you can visit a branch for in-person assistance..

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