Q. How long does a withdrawal take from a Smart portfolio?
When you request a withdrawal from your Smart portfolio, we’ll take over. First, we sell off the required amount of holdings to match your withdrawal request. Investment sales are required to satisfy your withdrawal request and may take up to two business days to complete and settle.…
Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…
Q. What is a full withdrawal?
We like to keep a little cushion so that your investments are always protected. To that end, if you request a withdrawal from your Smart Portfolio that’s over 90% of its total value (or if the withdrawal brings your total value down to $5),…
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