If you don’t have a Saxo account, create one and add funds, considering the minimum investment amount required for the portfolio you’re interested in. Then follow these steps:
Open the platform and click the ‘SaxoSelect’ tab
Take the suitability test to determine your risk profile and the managed portfolios that are suitable for you
Browse the portfolio options and choose one by clicking “Invest”
Add the amount you’d like to invest and confirm your choices
If you already have a Saxo account, just access the ‘SaxoSelect tab’ in your platform and follow the steps above. The first time you invest in a managed portfolio you’ll have to take the suitability test, which is different from the appropriateness test (for self-directed investing).