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.
- Financial Institution (ex. Schwab)
- Account Number
- Date Requested
- Frequency (once, monthly, etc.)
- Federal taxes withheld (minimum is 10%)
- State taxes withheld (if applicable)
- Funding Source (ACH, Check, Wire) - for ACH requests, please include the last 4 of the bank account number
Step 2
Our back office 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