We are sorry to see you go!
If you have decided to close your mutual fund account(s), you will simply need to sell any shares you own. The proceeds will be deposited into the bank account you used to purchase the shares originally. If you used multiple accounts, or have any trouble in completing the sale of your shares, please email us at firstname.lastname@example.org, and someone will assist you.
Once you've sold your shares in full, please give us a call at 800-683-8529 to request closure of your account. Our support team is available from Monday-Friday from 6am - 3pm PST. This is for your protection and peace of mind.
If you change your mind and choose to come back at a later date, you will be able to purchase shares once again and reactivate your investment account (unlike Spend & Save Account closures, which are permanent).