How do I withdraw my money out of my investment portfolio?

Funds can be transferred from Invest back to your Parent's Wallet or Spending, Savings, and Giving in your child account.

If you would like to transfer any money that is currently invested in stocks or ETFs within your child’s portfolio,  those assets must be sold before the money can be withdrawn from Invest.

To sell your investment:

  1. Navigate to your child’s Invest dashboard.
  2. Tap the stock or ETF that you would like to sell.
  3. Tap the “Sell” button.
  4. Indicate how much you would like to sell.
  5. Tap “Review Order.”
  6. Review your order and tap “Place Order.”
  7. Once sold, the funds from your sell will move to your child’s “Cash to Invest” balance.

To transfer funds from “Cash to Invest” to Parent Wallet, Savings, or Spending:

  1. Navigate to your child’s Invest dashboard.
  2. Tap the “Cash to Invest” tile.
  3. Tap “Move $ Out”
  4. Select or input the amount you would like to transfer.
  5. Select the destination for your Cash-to-Invest funds.
  6. Tap “Move Money.”

To learn how to transfer funds back to your original funding source, click here. 

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