To ensure a smooth closing process, please ensure your account is fully settled and has no outstanding balance. Please follow these steps in the order listed to prepare and finalise your account closure.
Step 1: Clear Your Portfolio
Before closing your account, ensure there is no remaining market exposure.
Close All Open Positions: Go to the 'Portfolio' tab in the top toolbar of the EXANTE trading platform. You can close positions by clicking the red cross next to each asset or by using the 'Cancel and Close All' button.
Note: The 'Cancel and Close All' button will be inactive if:
The instruments do not support Market orders.
You are trying to close positions outside of Market hours.
A single position exceeds 100K in value.
Transfer Securities Out (Optional): If you prefer not to sell your assets, you can move them to another institution. To initiate a Transfer Out request, go to 'Portfolio' → 'Transfer' → 'Securities'. For detailed instructions on submitting a securities withdrawal request from your Client’s Area, refer to this article: Withdraw Securities from your account
Step 2: Balance and Fund Settlement
Your account must reach a zero balance across all sub-accounts.
Convert Currencies: Ensure all currencies are converted so the account holds no negative cash balances.
Verify Pending Items: Make sure you are not awaiting any dividends and that all active orders have been cancelled.
Withdraw Funds: Submit a final withdrawal request for any remaining cash. You can find the instructions here: Withdraw money from your account
Important: Ensure all withdrawals have been successfully credited to your bank account before proceeding to the final deletion step.
Step 3: Final Documentation
As a regulated firm, we must retain records. However, your access will be limited once the account is closed.
Download Reports: Go to the 'Reports' section in your Client's Area and download all necessary statements and tax documents for your records.
Step 4: How to Delete Your Account
EXANTE provides a self-service option to close your account via the ‘Delete Account’ button.
Log in to your Client’s Area.
Navigate to 'Settings' → 'Profile' → Personal Info section.
Locate and click the 'Delete account' button.
Follow the on-screen prompts to confirm your decision.
Once the request is processed, your access to the trading platform will be restricted. You will receive a confirmation email once the closure is finalised.
If you encounter any issues with the ‘Delete Account’ button, please contact our Client Services team at [email protected] or your Personal Manager.
You can find your Personal Manager’s contact details in your Client’s area → Settings → Profile → Personal Info.