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How do I close my investment account?

There are two ways to withdraw funds and close your account: you can liquidate your account and transfer the cash to your bank account on file, or you can transfer out in-kind to another institution. To liquidate your account, log in and click the “Transfer Funds” button at the top of the dashboard, select “Take money out” and then the “Withdraw the entire account balance” option. You will receive your funds via bank transfer (ACH). Please note that liquidating your account may incur taxes.

Once you request a full withdrawal we'll automatically close your account. You'll still be able to login after your account is closed to access your tax documents and statements. If it's an IRA account please contact our Client Services team.

You can also transfer your account out in-kind to another institution. Please see this FAQ for more information.

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