How do I initiate a withdrawal?

To withdraw from your Carry account, first go to the Accounts tab. Then the account you wish to withdraw from.

Once you've selected an account, choose "Transfer or Withdraw" from the menu on the top right hand side and select Withdraw.

From there, you can choose how much you want to withdraw from your account, and which banking account you want to send the funds to.

It's important that you select the correct reason for your withdrawal as each will have different tax implications. If you need guidance on any potential withdrawal implications, we recommend you speak with your CPA or accountant.

For IRA withdrawals or rollovers to another custodian, a form will be required - please reach out to our team via support@carry.com or using the message functionality on the website for assistance.