You can request a full withdrawal from your Professionally Managed Account (PMA) at any time by completing a Withdrawal Request online.
Please keep in mind that this will constitute a complete closure of your PMA.
If you wish to leave your account open, please review the helpful article linked below that advises how to make a partial withdrawal from your account.
If you choose to proceed with an account closure, please follow the following steps:
Click My Account and then My Investments
Select Withdrawal Request
Enter Amount ($)
Submit and Verify Request (Email or SMS)
Please note that there are no "exit fees" charged by InvestSMART to close your PMA but brokerage costs incurred to liquidate your holdings will apply.
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 steps to take to begin this process.
You will receive any additional income due to you after the underlying holding has paid it, and you will also receive the consolidated annual tax statement via email when available.