How to Request a Withdrawal of Funds

1. Connect Your ACH Bank Account

• Before requesting a withdrawal, ensure that your ACH bank account is connected to the platform. This will make the withdrawal process smoother.
• To do this, click the question mark in the top-right corner of your screen and navigate to the Support Site.
• Look for the article titled “How to Connect Your ACH Bank Account” under the Investor Onboarding section and follow the instructions provided.

2. Log in and Navigate to My Portfolio

• After logging into your account, it will default to the My Portfolio screen.
• On the left-hand side, click Transfer Money.

3. Request to Withdraw Funds

• Once on the transfer page, click Withdraw Funds at the top of the screen.
• Enter the amount you’d like to withdraw. For example, if you want to withdraw $100,000, simply input that amount.
• After submitting the request, your fund manager will be notified and will process the withdrawal.

4. Fund Manager Notification

• After your withdrawal request is submitted, the fund manager will be notified.
• The fund manager will connect with you to confirm the transfer of funds and inform you when the transaction is completed.