Withdrawing funds is just as simple as adding them. You are able to navigate to your client's name in the top right hand corner of their profile > "Withrawals". Please note withdrawals take 7 days to process and are not supported from the mobile app.
- How do I add a bank account?
- Can I add a bank account that is not in the client's name?
- Can I set up a recurring deposit?
- Is there a minimum deposit or balance?
- How do I transfer an account?
- Can I move funds internally (for example, for a TFSA contribution)?!
- How do I withdraw money?
- Will my clients' transfer fees be covered?
- Mutual Fund - Existing Deposits/Withdrawals Do Not Carry Over