InvestSMART
Useful Forms

Withdrawal Request

You can request a partial withdrawal from your Professionally Managed Account (PMA) by completing a Withdrawal Request online.

You can access the online feature by taking the following steps:

  1. Go to Withdrawal Request

  2. Then click 'Withdraw'

  3. Enter Amount ($)

  4. Submit and Verify Request (Email or SMS)

How long does it take?

4-5 business days. See Understanding the withdrawal process and timeframes.

 

If you have changed bank accounts but failed to update us, you will need to update your details to allow us to return your funds to you.

 

Please click the link below to access information on the steps to take to begin this process.

 

Changing the nominated bank account for my Professionally Managed Account (PMA)