There are two ways to withdraw your funds: 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 “Withdraw funds” 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.
If you want to close your account please contact our Client Services team. You'll still be able to login after your account is closed to access your tax documents and statements.
You can also transfer your account out in-kind to another institution. Please see see this FAQ for more information.
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