You have the option to set up a Regular Withdrawal Plan for your investment account.

This can be done online here under Regular Withdrawal Plan.

Above: Screenshot of Regular Withdrawal Plan setting

What is it?

The Regular Withdrawal Plan allows you to a set dollar amount to draw down from your portfolio each month.

How do I activate it?

During the initial application process or online here under Regular Withdrawal Plan once your PMA has been opened.

How does it work?

Funds will be deposited into your nominated bank account on the 15th of every month or the closest business day after that. A regular withdrawal may require some holdings to be sold to free up cash.

Step by Step

If you are already invested with us and would like to get a regular withdrawal plan started, please take the following steps:

  • Click My Account and select My Investments

  • Select Investment Preferences

  • Adjust your Regular Withdrawal Plan, i.e. toggle on/off and specify an amount

  • Click Save Settings Select your Verification Method - Email or Mobile - to complete the change

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