How do I withdraw money from a Managed Portfolio to my main account?
You can partially withdraw funds as long as your portfolio value meets the minimum investment amount. To complete a partial withdrawal, go to your managed portfolio, click MANAGE >PARTIALLY WITHDRAW FUNDS.
To transfer all of your funds from your managed portfolio to your main account, click MANAGE > WITHDRAW FUNDS. Remember, when withdrawing all of your funds, you must first exit the managed portfolio (please refer to ‘how to exit a managed portfolio’) and sell your investments.