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How do I withdraw from my Neo Invest account?

  • Updated

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
  • 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!

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
  • 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!

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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