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Partially withdraw from an Investment Account

To withdraw some of the funds in your account, log in, and select Transfer funds, then select Take money out. 

We will then ask you to select the account you want to withdraw from (if you have multiple 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 Investment 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 will be sold tax-efficiently.

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