How do I take a distribution or withdraw my funds? How do I take a distribution or withdraw my funds?

How do I take a distribution or withdraw my funds?

Daniel Bennett Daniel Bennett

Distributions and withdrawals are often taxable events; we suggest consulting with your tax planner prior to requesting one.  If you'd like to request a distribution, please submit a form by following this link.

You'll then be prompted to provide the necessary information to complete a formal request or an informal inquiry.

Upon completing the form, we will send you the next steps as well as a DocuSign to proceed within 1-2 business days. Distributions will take up to 7-14 business days after the DocuSign is signed depending on our volume of requests. 

Many clients choose to take distributions in USD. We do also permit clients to take their assets in-kind to their personal digital wallets. 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.

Please note that we can not liquidate the assets for you, so if you wish to take a USD distribution, you'll have to ensure an appropriate amount of USD is available. 

If you are still having issues with the form or are stuck, please call our new direct line at (562) 600-8437, and we will be happy to answer your questions there. We appreciate your understanding and look forward to assisting you.

You may also visit the IRS website for more information.

Please feel free to review this video.