There are many reasons you might want to close a goal. Whatever the reason, we want to make it easy for you to withdraw your funds should you need it.
In order to close an investing goal, you will need to:
- Cancel any scheduled deposits and withdrawals.
- Initiate a full withdrawal on the goal(s) you wish to close, then allow for it to be completed.
- Click on your goal, then the menu, to close it.
Please note that if you wish to close your entire account, there may be withholding taxes and/or administrative charges related to de-registering certain types of accounts.
If you run into any issues, please feel free to reach out to the OneVest Support Team, where a team member will be happy to help you.