You have two options available to you:
- Login to your Swell account and withdraw your funds into your bank account.
Deadline is August 30, 2019
For step-by-step instructions on how to withdraw, click here.
- Transfer your Swell account to the investment platform of your choice. This is also known as an ACAT.
Deadline is August 15, 2019
Please note that the deadline for beginning a transfer is August 15th. We cannot guarantee that transfers initiated after this date will process successfully.
For step-by-step instructions on how to transfer, click here.
If you take no action on your account before August 30, 2019, Swell will direct Folio Investments, Inc (“Folio”), your current custodian, to sell out of your positions and disburse the balance of your account via check or ACH withdrawal. ACH withdrawals will be sent to your bank on file. For accounts with no valid linked bank account, checks will be mailed to your address of record.
For step-by-step instructions on updating your bank account, click here.
For step-by-step instructions on updating your mailing address, click here.