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How do I withdraw funds from my ModernAdvisor account?
How do I withdraw funds from my ModernAdvisor account?

Steps to request a withdrawal on your ModernAdvisor dashboard

Updated over a week ago

To withdraw funds from your account, you can submit a request right from your ModernAdvisor dashboard. Select the account you wish to withdraw from and the destination bank account, Enter the amount and frequency and tap or click Make Transfer.

Review the transfer instructions and confirm.

Please make sure that you submit the request at least 5 business days before you need the funds. It takes 2 business days for the sale of an ETF (or stock) to complete and electronic funds transfers can take up to 2 business days to show up in your bank account.

We can direct the custodian, Credential or CI Investment Services, to send the funds to your bank account which you provided when you opened your ModernAdvisor account.

Alternatively, we can have the custodian send you a cheque. And if it is very urgent, we can have the funds sent by wire payment, but please note that there are additional charges for wire payments.

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