How do I make a withdrawal from a Managed Account?

George -

If you ever need to make a withdrawal from one of your Managed Accounts, you can do so directly from the app itself. To start, just go to the Managed tab on your app. 

 

Here, you will see your whole portfolio. Directly to the left of the "Add Funds" button you will see three dots. Tap this icon and select "Withdraw" from the options. 

 

The window that appears will help you set up your withdrawal. You can select if you would like this to be a "Recurring" withdrawal or just a "One-Time" withdrawal. Follow the steps and fill in all of the fields to get your withdrawal set up with SigFig. If you don't already have a bank account linked, it will ask you to do it here. 

When you are done, just press the red "Withdraw" at the very bottom of the page to finalize the withdrawal. This will set up a liquidation of the requested funds in your SigFig account and the transfer to your bank account. Once liquidated, there is a 3 business day, brokerage required waiting period that the funds are required to settle in the account. This means, the funds should land in your bank account in about 4 business days once the withdrawal is requested. 

If you ever run into any problems, please feel free to contact us at premier-support@sigfig.com 

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