You may withdraw money from your account by sending us an email at firstname.lastname@example.org. Once your request has been verified, we will review your account, determine if any transactions are required to free up cash in your account, and work with your 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 5 business days to reach your account as the trades must settle before the transfer can be initiated. Trades settle 3 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.