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Saxo Bank x Lunar FAQ

The collaboration between Saxo Bank and Lunars invest platform is terminating.


What's happening

Q: Why is Lunar closing the investment platform?

A: This is a decision about the future. We have high ambitions for what investing at Lunar can become, and we are giving it a fresh start.

Q: What happens to my investments once access via the Lunar app closes?

A: Your investments have always been held with Saxo Bank. Because of this, nothing will be sold, closed, or moved. From [date], you'll access the same holdings directly through Saxo instead of through the Lunar app.


Money & safety

Q: Is my money and portfolio safe during the transition?

A: Yes. Your investments are already legally registered in your name with Saxo Bank. The transition only changes which app you use to view and manage your investments.

Q: Will the value of my portfolio or my holdings change?

A: No. Nothing will be bought, sold, or converted as part of this change.


Accessing your Saxo account

Q: How do I log in to Saxo for the first time?

A: The first time you access Saxo Bank's platform, you'll need to set a password. You do this via Saxo Bank's platform, SaxoTraderGO:

  • Open SaxoTraderGO

  • Select “Forgot password”

  • Enter your email and your Saxo ID (you'll find your Saxo ID in the email we sent you about the closure of account access via the Lunar app)

  • You'll then receive an SMS with a verification code

  • Once verified, you can set a password

You're now ready to log in!


Fees & pricing

Q: Will my fees change?

A: From [date], Saxo's own pricing applies. See full pricing here: [pricing link].


Timeline

Q: When does Lunar's investment platform close completely?

A: From [date], the investment platform will no longer be available in the Lunar app.

Q: Can I still trade in the Lunar app until [date]?

A: Yes, you can continue to trade through the Lunar app until [date]. After that, you'll

need to manage your account directly through Saxo Bank's platform.

Q: What happens to open orders, limit orders, or recurring/automatic monthly investments during the transition?

A: Not addressed in the current draft. This will very likely be the largest source of support cases in the first week if it isn't clarified.


Your other Lunar products

Q: Does this affect my Lunar bank account, card, or other products?

A: No — this change only affects the investment platform. Your accounts, cards, and everything else remain exactly as they are.


Data & privacy

Q: What happens to my investment data and history at Lunar?

A: Data that Lunar has processed as part of legally required checks (AML, transaction history, consents, bookkeeping, etc.) is retained for the statutory period and then deleted.


Support

Q: Who do I contact if I have questions about my Saxo account?

A: See Saxo's FAQ [here] for questions regarding your Saxo account.

(add saxo support options)

Q: Who do I contact if I have questions about the transition itself?

A: Country-specific information about Lunar customer service — to be filled in for each market.


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