How do I initiate a withdrawal?

The withdrawal flow will vary depending on the account type you are withdrawing from.

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 where you want to send the funds. Depending on the type of account you are moving funds from, such as retirement accounts - there will also be a 'Reason' option where you will select the corresponding selection for your withdrawal or rollover of funds to another qualified Retirement account.

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.

Instructions:

> Select the IRA Account
> Click 'Transfer or Withdraw'
> Select 'Withdraw from Carry'

> Input the amount or toggle 'Withdraw full account balance'

> Select the destination account (you may need to obtain these details from your receiving custodian if you are transferring between firms and will be able to input the details in the subsequent steps)

> Select the 'Reason' and click 'Continue'

> If you input 'domestic wire' or 'manual ach' on the next screen you will be able to input these numbers (if you are moving funds to another custodian you will need to obtain these details from your receiving custodian for the account you are moving funds to)

> On the next screen you can confirm your withdrawal details and click 'Continue'