Cashout

The Section: Cashout section allows you to request withdrawals from your investments.

Navigation Location

Access Cashout from the navigation menu:

Investor Portal, Cashout, Navigation Menu Location

How to Create a New Cashout Request

Follow these steps to create a new cashout request:

Step 1: Complete Cashout Survey

Fill out the cashout survey form:

Cashout (Choose Payment), Step 1: Fill Out Cashout Survey

Step 2: Select Bank Information

Step 2.1: Open Bank Dropdown

Click to select bank account for funds:

Cashout (Choose Payment), Step 2.1: Select Bank Information Dropdown

Add New Bank Account (Optional)

If you need to add a new bank account:

Locate Add Button

Find the Action: Add New Bank Account button:

Add New Bank Account Button Location

Complete Bank Form

Fill in the bank account details:

Add New Bank Account Form

Step 2.2: Select Bank from Dropdown

Choose your bank account:

Cashout (Choose Payment), Step 2.2: Select Bank from Dropdown

Step 2.3: Continue to Next Step

Click Action: Continue:

Cashout (Choose Payment), Step 2.3: Select Continue

Step 3: Review and Sign Agreements

Step 3.1: Allow Location Access

Allow location access when prompted:

Step 3.1: Allow for Location

Step 3.2: Read Agreements

Review the agreement terms and select Action: Next:

Step 3.2: Read Agreements

Step 3.2: Select Next to View Signing Sections

Step 3.3: Select Cashout Option

Choose your desired cashout option:

Step 3.3: Select Desired Cashout Option

Step 3.4: Start Digital Signature

Click the sign box to begin signing:

Step 3.4: Select Sign Box to Start Digital Signature

Step 4: Complete Digital Signature

Step 4.1: Choose Signature Type

Select your signature type:

Step 4.1: Choose Type of Signature

Step 4.2: Fill Out Name

Enter your name:

Step 4.2: Fill Out Name

Step 4.3: Sign Form

Complete your signature:

Step 4.3: Sign Form

Step 5: Enter Registered Name

Fill out your name as registered:

Step 5.1: Fill Out Name as Registered

Step 6: Verify All Fields Complete

Check that all fields are completed:

Step 6.1: Check All Fields Complete

Step 7: Finish Process

Select Action: Finish:

Step 7: Select Finish

Step 8: Confirm Completion

Select Action: OK from the information pop-up:

Step 8: Select OK from Information Pop-up

Action Complete

Your cashout request has been submitted successfully. You can track its progress in the Cashout section.