To withdraw a portion of the funds in your Guided Investing Account: log in, and go to Profile, then select Settings, then select Transfer. We will give you the option to make a partial withdrawal to your linked bank account.
Can I specify which positions I want you to sell?
No, when you withdraw from your Guided Investing Account, our software will automatically sell from your investments to leave you as close to your target portfolio as possible. Within each asset class, investments will be sold tax-efficiently.