Withdrawals can be made online, by phone, or by submitting a Withdrawal Form by mail. If you do not select to opt out of your account at the same time as the withdrawal, your account will remain open (if you do opt out, you can always opt back in at any time).
Make a withdrawal online
You can request a withdrawal directly from your account online:
- Log in to your account online.
- Open the “Transfers" tab from the horizontal menu options and select Withdrawals.
- Choose the withdrawal method (paper check or ACH to a bank account on file) and select Next.
- Enter the amount you would like to withdraw from each portfolio and select Next.
- Review your information and select Submit.
Important Note:
- Learn about possible restrictions in our “Withdrawal Restrictions” article.
- Withdrawals may be subject to taxes and penalties. More information about qualified and non-qualified withdrawals can be found in the Program Description.