Managing your account

Your personal information

How do I submit missing personal information to Totality?
Why is Totality requesting an update of my personal details?
How do I update my phone number, email, address or name with Totality?
Why are my past Saxo support tickets not showing in the Support Centre?
Client information update
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Corporate Actions

Why do I have a reserved position due to a corporate action?
What are corporate actions accruals?
What are Active and Past Corporate Accounts
What is a corporate action, and what do I need to do when I receive one?
How do I set up instructions to receive my dividends as cash (dividend option) or securities (dividend reinvestment)?
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Reporting and Tax

What is cash defined?
How is ‘account value’ defined?
Where can I find my account/portfolio reports?
Where can I view and download my dividend report?
What is cost summary?
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Account security

My email was hacked. What should I do?
How do I update my phone number, email, address or name with Totality?
How should I secure my Totality account?
How can I protect myself from fraud?
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Account Management

Can I change my account name?
Does Totality have a ‘preferred broker’ compliance solution?
How do I complete a Client Appropriateness Test with Totality?
What happens when a Totality client passes away?
Do I need an LEI code to trade certain instruments with Totality?
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