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