We allow clients to take their assets "in-kind". This means you can take possession of the assets you have invested with us in the same form (in-kind). You are not required to sell back to USD.
Distributions and withdrawals are likely taxable events. We suggest consulting with your tax planner prior to requesting one.
If you'd like to request a distribution, please submit your form here. You'll then be prompted to provide the necessary information to complete either a formal request or an informal inquiry.
Within 1-2 business days of completing the form, we will send you both the next steps as well as a DocuSign to proceed. Distributions will take up to 7-14 business days after the DocuSign is signed.
If you have any questions, please call our direct line at (562) 600-8437, and we will be happy to answer all your questions there.
For more information, please visit the IRS website.