You can request a partial withdrawal from your Professionally Managed Account (PMA) by completing a Withdrawal Request online.
Please remember 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:
Click My Account and then My Investments
Select Withdrawal Request
Enter Amount ($)
Submit and Verify Request (Email or SMS)
How long does it take?
4-5 business days. See Understanding the withdrawal process and timeframes.
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 the steps to take to begin this process.