Liquidating your


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You will receive your funds via bank transfer (ACH).Please note that liquidating your account may incur taxes.

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Liquidating stocks, a fancy way of saying "selling" stocks, is a straightforward process.

If it's an IRA account please contact our Client Services team.

You can also transfer your account out in-kind to another institution.

Once you request a full withdrawal we'll automatically close your account.

You'll still be able to login after your account is closed to access your tax documents and statements.If you are selling everything, have your broker sell all the stocks you own.