How do I make withdrawals from my account(s)?
There are different methods for withdrawing funds among the different types of accounts. For IRA withdrawals, a signed IRA Distribution Form must be signed and submitted to our office. When withdrawing from a taxable account, requests must be in writing and signed by all account holders. It is important to reference the bank name, account name, account number, routing number, bank address and bank phone number. Automatic periodic payments can also be set up using the Money Transfer Plan . Please note that all wire transfers take one business day to process granted that funds are available in your money market and your request is received prior to 9 A.M. Pacific Time. You may also use your debit card and or checks to make withdrawals and or purchases.