How do I withdraw money from my account and transfer to my bank account?
The most common method of withdrawing funds is via ACH (Automated Clearing House), a direct deposit into your bank account. You will have to complete an ACH Account Agreement form, see your CERTIFIED FINANCIAL PLANNER™ for this form. There is no charge associated with this function, and most ACH requests process within 1 (one) business day. On-Demand ACH require one-time setup, and enables requests for funds to be placed at any time. Alternatively, periodic ACH instructions may be set up to distribute funds to you at a set interval time. Periodic transfers of earned dividends and interests can be requested with the ACH. If you choose to withdraw funds via check you will receive it within 3-5 business days without additional charge, or choose to expedite the check via FedEx Overnight Delivery for $15. All requests will be mailed to your account address of record. For more information on third-party check requests for alternative investments or custodial transfers, please refer your CERTIFIED FINANCIAL PLANNER™ and discuss Funding Alternative Investments & Custodial Transfers.
