You can close your account at any time by completing the following steps:
- Remove all Rules from your account and wait for all pending transfers to be completed.
- Set up a withdrawal from your account for the total account value. (Typically when you initiate a withdrawal, we’ll create the sell order on the next business day. After the trades are executed, it takes 2 business days for the funds to settle in your account per SEC regulations. After that, we initiate a transfer of the funds.)
- Once the transfer has been completed, you can delete your Goal by selecting ‘Edit” on the Invest Goal screen.