Website Instructions

Also referred to as “Investable Funds” on the Swell Web page and  “Uninvested Cash,” in the Swell iOS app. You have until August 30, 2019 to withdraw these funds into one of your linked bank accounts. 

To withdraw your cash balance, ‘Investible Funds’’, from the Swell website:

1. Go to Manage Mix > Withdraw
2. Select Source → Flexible Swell Cash Balance
3. Input the total in your Available Balance
4. Select Deposit To to choose the bank account you would like the funds sent to
5. Confirm everything is correct then select Submit

 

iOS App Instructions

To withdraw your cash balance, ‘uninvested cash’, from your iOS app:

1. Tap the Account Actions icon in the top right, then Withdraw.   
2. Select Source → Flexible Swell Cash Balance

     3. Tap the Withdrawal All checkbox.

       4. Select the bank link you want the funds sent to.

      5. Confirm everything is correct then tap Confirm.

 

Note: If your bank information is not accurate, please log into your account at www.swellinvesting.com/login and go to Settings & Info > Banks & Funding.