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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

  1. Sign in to your Neo account at member.neofinancial.com.
  2. Select ‘Investments’ under the ‘Accounts’ tab on the left-hand side.
  3. Select the goal you’d like to withdraw from.
  4. Select ‘Withdraw’ at the top of your screen.
  5. Choose a reason for the withdrawal.
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  6. Select where you want to deposit your funds, the withdrawal type, the amount, and the reason.
  7. 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

  1. Sign in to your Neo account by opening up your Neo app.
  2. Select the ‘Investments’ box.
  3. Select the goal you’d like to withdraw from.
  4. Select ‘Withdraw’.
  5. Choose a reason for the withdrawal.
      • This feedback helps us improve our products!
  6. Select where you’d like to deposit your funds.
  7. 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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