You can request either a partial or full withdrawal from your Managed Portfolio or Cash Management portfolio at any time.
Partial Withdrawal
- For partial withdrawals, you may withdraw up to 90% of your current portfolio value.
- If you wish to withdraw more than 90%, you will need to submit a full withdrawal request instead.
Full Withdrawal
- A full withdrawal is treated as an instruction to fully liquidate and close the portfolio. Once a full withdrawal is initiated:
- All holdings in the selected portfolio will be sold.
- Performance tracking for the portfolio will cease, as all investments will have been exited.
For more information:
- On withdrawal timelines, refer to: How long does a Syfe Portfolios withdrawal request take to be completed?
- On what to expect from a full withdrawal, including the final amount and deductions, refer to: If I submit a Full Withdrawal request, will I get the full amount currently displayed in my portfolio?
