We're very sorry to hear that you're leaving. Before we can process your account closure request, here are a few tips we would like to share with you:
Prior to submitting your account closure request:
You’ll need to request a full distribution or a transfer to another IRA provider.
Please do not make any more deposits or IRA transfers into your account.
Once the request has been submitted successfully, your account will be processed for closure within 7 business days.
Account Statements:
You can request your account statements, trade confirmations, and tax documents from our customer service team after your account is closed.
Recordkeeping Requirements:
Per regulatory requirements, we will preserve certain records after the account is closed. All your account information and data will be securely guarded by us solely to fulfill this requirement.
Click here to close your account.
Still got questions? Contact TradeUP Customer Support by email at support@tradeup.com or reach out to us on Live Chat!