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.