You can request a partial withdrawal from your Professionally Managed Account (PMA) at any time by completing a Withdrawal Request online.

Please keep in mind that you must maintain the minimum investment amount in each Model Portfolio(s) held within your account. 


You can access the online feature by taking the following steps:

  1. Click My Account and then My Investments

  2. Select Withdrawal Request

  3. Enter Amount ($)

  4. Submit and Verify Request (Email or SMS)

Withdrawals will take 5-10 business days before the funds clear in your nominated bank account. If you have changed bank accounts but failed to update us, you will need to update your details to allow us to return your funds to you.

Please click the link below to access information on steps to take in order to begin this process. 

Changing the nominated bank account for my Professionally Managed Account (PMA)

Did this answer your question?