How do I transfer funds out of my broker account?
login to Client Portal/Account Management
Select Transfer & Pay followed by Transfer Funds **and **Withdraw Funds
Select the Currency, Method and Amount of the withdrawal to finalize your request
To wire funds straight to another broker, please select Financial Institution when the system asks “Where will the funds be deposited?” and enter your destination brokerage account details.
If unavailable, please submit a ticket using the Message Center with wire instructions where you will be further assisted by a representative.
Please Note: Your bank’s correspondent bank details will be needed if you are withdrawing a foreign currency. We recommend validating those details with your bank before proceeding.
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