CLOSE YOUR FINANCIAL ADVISOR ACCOUNT
To close your Financial Advisor account, you will need to: (1) delink and/or close all subaccounts, and (2) ensure the Financial Advisor master account has a zero balance.
Use the button above or follow the below procedure to close your account:
- Log into Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Account Configuration section
- Click Close Account to launch the account closure page
- Open the page to see all of the steps you need to take prior to closing your account.
Please Note
- We will automatically convert non-Base currency balances when you submit a close account request and the balances are below USD 1,000 equivalent. If you hold non-Base currency balances exceeding USD 1,000 equivalent in your account, please refer to how do I close a currency balance in TWS for instructions on how to convert funds back to your base currency.
- For USD-based accounts, we will initiate an ACH transfer based on an ACH bank instruction you have on file. If you have more than one ACH bank instruction on file, you will have the opportunity to select one. If you do not have any ACH bank instructions, we will issue a check to your U.S. mailing address on file.
- For all non-USD based accounts, we will issue a wire based on the banking instruction on file. Create new bank information, then return to the close account screen to close your account. We will issue a withdrawal based on your saved bank information.
Additional Information