Withdrawing funds from your portfolio

There are multiple ways to withdraw your funds from your portfolio:

From the Invest tab, select the "Details" of the portfolio that you would like to withdraw from.

From the "Details" page, select the Gear Icon at the top right of the page

Select the option to "Withdraw or Close"

Next, select the "Withdraw" option

Edit the amount you would like to withdraw.

Next you will be redirected to the confirmation page before you can initiate the withdrawal

Tap on the Hamburger Menu to expand the Sidebar Navigation

Select "Withdraw - From Allio"

Select the Portfolio You would like to withdraw from and then select the "Withdraw" option

Edit the amount you would like to withdraw.

Next you will be redirected to the confirmation page before you can initiate the withdrawal

*NOTE* In order to make a withdrawal, you need to ensure that you have a funding source linked to your account. If you change your funding source to another source that is different than your first deposit, you will need to wait 60 days to withdraw into that new account.