Are there any holding periods or limits to consider?

There is no minimum withdrawal amount, and no minimum holding period for your investments in your Personal Portfolio.

Multiple deposits or multiple withdrawals can be made in one day. Deposits and withdrawals cannot be made on the same day: for example, making one deposit and one withdrawal. These two transaction types need made on different days.

All funds withdrawn will go automatically to the High Yield Checking Account. You may then spend or transfer those funds as you wish.

It’s important to note the amount of your transfer may be slightly different than the amount actually withdrawn due to potential market movements during the time of withdrawal.

In the event you need a larger withdrawal from your account, and you withdraw funds within 5% of the total account value of the portfolio, the full Personal Portfolio value will be sold. The Personal Portfolio will not be closed, however, there will be a zero balance as all funds are transferred to your High Yield Checking account.