Where can I see an estimate of my early withdrawal costs?

Modified on Mon, 11 Dec, 2023 at 9:18 AM

Clients who choose to withdraw deposited funds associated with any given strategy-linked security prior to the maturity of that investment will be responsible for the early withdrawal trade closure costs associated with such early withdrawal, including but not limited to the prorated Wrap Fees, and trade closure costs associated with unwinding the strategy-linked security prior to maturity. Trade Closure Costs will vary based on the maturity term initially selected.  

To view a program's potential early withdrawal costs, log in to our account and head to the "Investments" tab. Here, you will see a list of your investments and the details associated with each, including investment date, term, maturity date, status, and more. To view the early withdrawal costs of a specific program, select the row of the active "Savings Program" you wish to view. After selection, click the "Closure" tab to see the "Early Closing Estimates" for that specific program.

The calculations shown in-app are approximate, and the percentages associated with trade closure costs can vary depending on Federal Funds rate changes, what the rates are at the time of account opening, and subsequent purchase of a strategy-linked security.  

Additionally, the value of the gains and closing costs are estimates. The gains and returns are likely to change daily. If the investment gains have been overestimated, the returns to you may be less than displayed in your app.

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