PORTFOLIO WITHDRAWAL

Withdrawal Request

Requests are subject to a 6-month moratorium period. Funds are released via ACH bank transfer 3–5 business days after the moratorium concludes.

Withdrawal Amount (USD) Routing Number (9 digits)

Name on Account

For your security, withdrawals can only go to an account held in your name.

Account Number Confirm Account Number

⚠ Moratorium Policy

Upon submitting this request, a 6-month moratorium period will be activated on your account. Your portfolio remains fully invested and actively managed during this time. Funds will be released and transferred via ACH within 3–5 business days after the moratorium concludes and your request is approved.

I confirm that the information provided in this request is accurate and complete. I understand and agree that a 6-month moratorium period will be applied from today’s date, and that funds will be released via ACH transfer within 3–5 business days after approval upon moratorium completion.

Withdrawal Request

Request Submitted

Processing Your Withdrawal

On Hold — Compliance Review

Request Cancelled