There are many reasons you might want to close a goal. Whatever the reason, we want to make it easy for you to withdraw your funds should you need to.
In order to close an investing goal, you will need to:
- Cancel any scheduled deposits and withdrawals.
- Initiate a full withdrawal on the goal(s) you wish to close, then allow for it to be completed.
- Click on your goal, then the menu, to close it.
Please note that the payment(s) from your goal will vary depending on the timing of the settlement of the sales of the securities within your portfolio. The liquidity schedules for each of our portfolios are provided here.
Please note that if you wish to close your entire account, there may be withholding taxes and/or administrative charges related to de-registering certain types of accounts.
If you run into any issues, please feel free to reach out to the Network Wealth Support Team, where a team member will be happy to help you.
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