If you have money invested that you would like to move to your cash account, there are two ways to accomplish this:
- Option 1: Increase your Investment Threshold (use if you want to permanently maintain more money in cash)
- After logging in to your account, click on Investment Summary under Accounts
- Click "Edit" next to Investment Auto-Transfer
- Increase the threshold to match what you would like to maintain in your cash account (this must meet or exceed the minimum cash threshold required by your plan)
- Click "Submit"
- Option 2: Initiate a One-time Trade (use if you want to increase your cash balance temporarily)
- After logging in to your account, select Manage Investments under Accounts
- In the One-time Trades section, click "Sell Investments"
3. Indicate whether you want to disable automatic investment transfers, temporarily suspend them, or change your threshold.
4. Enter your transfer details and submit the transfer request.
