Simply place a withdrawal on the website, and we will place the necessary trades. All trades are determined by Evergreen Wealth in a tax-optimized manner.
Withdrawals initiated in the app during market hours (Monday-Friday, except holidays between 9:30 a.m. and 4:00 p.m.) will make funds available in your High Yield Checking Account the following business day.
Withdrawals made outside of market hours (outside of Monday-Friday 9:30 a.m to 4:00 p.m) will make funds available in your High Yield Checking account in one to two business days.
We’ve made it simple to tell if a withdrawal is made outside of market hours: you will receive a notification at the time of transfer in your account reading: “Transfer Received: The market is closed and we will execute this order when the market opens.”
Only one withdrawal per day may be made from your Personal Portfolio.