Partially withdraw from an Automated Investing Account

To withdraw a portion of the funds in your Automated Investing Account: log in, and select Transfer money, then select Withdraw. 

We will then ask you to select the Automated Investing Account you want to withdraw from (if you have multiple automated accounts) and give you the option to make a partial withdrawal to the linked bank account you choose.

Please note that we have a $250 minimum withdrawal amount and a $500 minimum account balance. 

Can I specify which positions I want you to sell?

No. When you withdraw from your Automated Investing Account, our software will automatically sell from your investments to leave you as close to your target portfolio as possible. Within each asset class, investments should be sold tax-efficiently.

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