In the event you submit an account closure request, we normally transfer all the residual cash balance to you upon account closure.
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.
However, in case a residual cash balance is left on the account upon account closure, clients are able to access Client Portal and request a cash transfer out from menu Transfer & Pay followed by Transfer Funds.
More information on transferring funds can be found in our Users' Guide.