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Are you going to sign in to your account online or through the Neo app?
Online
- Sign in to your Neo account at member.neofinancial.com.
- Select ‘Investments’ under the ‘Accounts’ tab on the left-hand side.
- Select the goal you’d like to withdraw from.
- Select ‘Withdraw’ at the top of your screen.
- Choose a reason for the withdrawal.
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- This feedback helps us improve our products!
- Select where you want to deposit your funds, the withdrawal type, the amount, and the reason.
- Tap ‘Confirm withdrawal’, and wait for your money to arrive!
Note: Your portfolio will take 2 business days to sell, and the funds will be in your account within 6 business days.
App
- Sign in to your Neo account by opening up your Neo app.
- Select the ‘Investments’ box.
- Select the goal you’d like to withdraw from.
- Select ‘Withdraw’.
- Choose a reason for the withdrawal.
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- This feedback helps us improve our products!
- Select where you’d like to deposit your funds.
- Tap ‘Confirm withdrawal’, and wait for your money to arrive!
Note: Your portfolio will take 2 business days to sell, and the funds will be in your account within 6 business days.
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