InvestSMART

Search Results

To close an account, click on:

  1. On the Dashboard, select More on the left sidebar, then Withdrawal

  2. Select Withdrawal Request

  3. Tick the Close Account box (see 4 below)

  4. Submit and Verify Request (Email or SMS)

The holdings will be sold down and when the transactions settle the funds will be transferred to the bank account we have on file. It's a good idea to first check your bank account on file here.

Please allow up to five business days to receive the funds.

Please note that account closures are final however you can reapply if you wish to open a PMA account in the future.