FAQs about online investing


How do I make a withdrawal?

You can submit a withdrawal request directly from your dashboard.  

To make a withdrawal, please follow the steps below.

  1. Login to Invisor from your desktop 
  2. Navigate to the drop down under quick links. You will see a withdrawal option here.  

3. Choose "Make a Withdrawal" and fill out the account you would like to withdraw from as well as the amount.  Click Submit.


Once your request has been verified, we’ll review your account, determine if any transactions are required to free up cash in your account, and work with our custodian to process the transfer as soon as possible.

If there is sufficient cash in your account to cover the withdrawal, the transfer is generally processed within 48 hours. If securities need to be sold to raise enough cash, the process generally takes 4 business days to reach your account as the trades must settle before the transfer can be initiated. Trades settle 2 business days after the sale.

We can also set up a systematic withdrawal plan for you so that withdrawals are transferred to your bank account on a regular basis.

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