Save® customers can withdraw their deposits at any time during the term of their investment, but if you want to earn the maximum amount of return possible, we ask you to leave your money with us for the full term of the investment.
Withdrawal requests will be fulfilled via an ACH electronic transfer to your linked bank account and will be completed within 1-2 business days of the initial request.
Any investment gains (minus our management fee and costs associated with early withdrawal) will be transferred to your linked account within 10-14 business days after the closing of the investment program related to specific deposit that you have requested to withdraw. See the Save Advisers Client Brochure - Form ADV Part 2A for further details on the Market Savings Wrap Program and unwind costs associated with early withdrawal.
A withdrawal will be a closure to a specific investment program, and a return of it's related deposit. You will not be able to partially withdraw deposit funds from an investment program.
If you close the only active investment program as part of your withdrawal request, you will close your Save account as well.
For any additional questions on your withdrawal request, please contact customer support.