How can I Withdraw Funds from My Investment Pot?

Withdrawing Funds from your Investment Pot

To withdraw funds from your Investment Pot, navigate to the Investment Pot section of your Business Account and select Withdraw. Key things to know before you withdraw:

• All company shareholders are notified of every withdrawal.
• Withdrawals can take up to 4 working days to settle if a sell order is required.
• Only one unsettled withdrawal can be in progress at a time.
• To withdraw more than 95% of your balance, you must withdraw the full amount.

All shareholders of your company will be notified if you make any withdrawals from your Investment Pot. 

While your withdrawal is processing, the funds will appear in the Cash Balance section of your Investment Pot. Once they have cleared, you will receive a notification confirming that your withdrawal has settled to your Business Account.

When you request a withdrawal, any available cash in your Investment Pot is used first. If there is not enough cash, a sell order is automatically triggered to sell the minimum number of units required to raise the necessary funds. Because a sell order may be needed, withdrawals can take up to 4 working days to be returned to your Business Account. Only one unsettled withdrawal can be in progress at a time. 

To withdraw more than 95% of your Investment Pot balance, you will need to withdraw the full balance. If a withdrawal would leave an insufficient balance to cover any accrued unpaid fees, those fees will be deducted from the withdrawal amount before it is returned to your Business Account.