How do I withdraw funds from my Custom Portfolio?

If you wish to completely sell out of a particular stock in your Custom Portfolio, you will need to reduce that stock’s allocation target to zero or remove it from your portfolio, which will return those proceeds to your linked funding source. 

In order to remove a stock from your Custom Portfolio, please complete the following steps:

1. Tap or click on "Invest"
2. Tap or click on "Portfolio"
3. Tap or click on "Custom"
4. Tap or click on "Edit your portfolio"
5. Select the percentage and set it to "0"
6. Or swipe left to remove the stock(s) from your Custom Portfolio

Alternatively, if you want to withdraw a particular amount of money, in order to request a withdrawal, please complete the following steps:

1. Tap or click on "Invest"
2. Tap or click on "Withdraw"
3. Enter the amount you would like to withdraw
4. Tap or click on "Withdraw" at the bottom of the screen
5. Follow the prompts to confirm your withdrawal

After setting the amount you wish to withdraw from your Invest account, we will calculate your withdrawal to stay in line with your allocation targets from both your Base Portfolio and your Custom Portfolio.

As a reminder, selling stocks in your Custom Portfolio or ETFs in your Base Portfolio may create a taxable event. If you have questions on your personal tax impact, please consult a tax professional.