How do I sell my investments and withdraw my money?
You first need to give us instructions to sell your investments and then instructions to withdraw the proceeds. We need to have received your final withdrawal instructions by 15 January 2021.
The quickest way to sell investments is through your account online. Sign-in, select the specific account you wish to sell investments from and give instructions for each investment you hold from there. If you need a reminder of how to do this, you can watch our video here.
You can withdraw the proceeds once your sales have settled. Your contract note for each trade will show the expected settlement date. To withdraw less than £25,000 simply go to ‘Withdraw’ from your ‘My Accounts’ screen and you can give us instructions from there. To withdraw more than £25,000, we need your signature, so please email us at firstname.lastname@example.org (attaching your signature).
If you don’t have online access you can begin the process of sale and withdrawal by emailing us at email@example.com. Please include your customer reference number.