How do I close or cancel my Invest account?

If you no longer want to use Greenlight Invest, there are a few ways you can close or stop using your investing account.

You can do this by:

• Selling your investments in the app
• Contacting our team for help liquidating your investments
• Downgrading your plan to Greenlight Core
• Closing your Greenlight account altogether

The option that’s right for you depends on whether you’d like to keep your Greenlight account or close it completely.

Sell your investments in the app

If you’d prefer, you can sell your investments individually in the Greenlight app. Once your investments are sold and the funds settle, the money will appear in your Greenlight Wallet.

For detailed steps on selling investments, see How do I withdraw my money out of my investment portfolio?

Get help liquidating your investments

If you’d like help selling your investments or closing your Invest account, our team is happy to help!

Call 888-483-2645 and we can assist with liquidating your investments and guiding you through the process.

Downgrade your plan to Greenlight Core

Downgrading your plan to Greenlight Core will close your Invest account. The Primary Accountholder can check out this article for the step by step process to downgrade the plan. 

What happens when you downgrade

If you downgrade from Greenlight + Invest, Greenlight Max, Greenlight Infinity, or Greenlight Family Shield to Greenlight Core:

Investing for Kids accounts

• All investments in your child’s Investing for Kids accounts will be automatically sold on your next billing date
• The funds will be moved back to your Greenlight Wallet

Investing for Parents accounts

• Your parent investments will not be automatically sold
• You’ll still be able to view and sell your investments
• After your next billing date, you will no longer be able to purchase or research most stocks or ETFs, except for the limited 10 ETFs available on the Greenlight Core plan

Important to know

After downgrading, you’ll still have access to Invest features until your next billing date. Then, your child’s investing account(s) will be automatically liquidated on your next billing date.

Once the investments are sold, the funds will appear in your Greenlight Wallet after the normal settlement period (about 2 business days).

Close your Greenlight account

If you’d like to close your entire Greenlight account, your Invest account will also be closed automatically.

Learn more here: How do I close my Greenlight account?

If you still have further questions please either:

Text us at 404-974-3024 Or Call us at 888-483-2645

*Please note: The “Greenlight + Invest” plan is no longer available for new enrollment. Families currently subscribed to this plan will retain access to its investing features.