How to: Request a Distribution

Request a Distribution

If you are needing to take a distribution or withdrawal from one of your investment accounts, please follow the process below.

Step 1

Send an email to clientsuccess@financialgravity.com with the information listed below.

1. Financial Institution (ex. Schwab)
2. Last four digits of Account Number
3. Date to process request
4. Frequency: Select one of the options below.
   1. One-time
   2. 2 Times/Month - both days of the month to process are required
   3. Monthly
   4. Last business day of the month
   5. Quarterly
   6. Semi-Annually - both dates to process on are required
   7. Annually
   8. Weekly: Select one day between Monday and Friday
5. Federal taxes withheld (can be 0% or a minimum of 10%)
6. State taxes withheld (if applicable) - If selected, this withholding percentage must meet your resident state's requirements.
7. Funding Source (ACH, Check, Wire) - for ACH requests, please include the last 4 of the bank account number

Step 2

Our processing team will create a service ticket for your request to be put in the queue. You will receive an email response from the team letting you know that we have received your request.

Step 3

Once we begin working on your request, you will receive an email notifying you that we have begun processing. 

Step 4

When your request is complete, you will receive another email letting you know this is complete.

If you have any questions, please reach out to us at clientsuccess@financialgravity.com or by calling 800-588-3893, opt. 2.

Authored By: McKensey Taylor