Taking Withdrawals or Distributions from your Account decreases the Funds Available in your Account for transfers, payments or investments.
Remember that Withdrawals from Retirement Accounts will be considered Distributions.
How would you like to send Funds from your Account?
Take a Withdrawal or Distribution
Outgoing ACH Transfer
From Trust Accounts
- Navigate to your Dashboard
- Select Withdraw Funds
- Under Type of Transfer, select ACH
- Under Linked Bank Account, select an Account or link a new Bank Account
- After selecting an Account, insert the Amount you would like to transfer
- Select Review
- Review your transaction | You cannot cancel a transaction after it has been submitted
- Select Transfer
Your transfer is on its way!
From Retirement Accounts
- Navigate to your Dashboard
- Select Withdraw Funds
- Under Amount to Invest, insert the Amount you would like to transfer
- Insert a small Description about the nature of your transfer
- Select ACH as a Method of Payment
- Fill out the information for the Recipient Account
- Under Carrier select Email
- If you have any supporting documentation about the nature of your distribution, please attach
- Submit the form
Your transfer is on its way!
Outgoing Wire Transfer
From Trust Accounts
- Navigate to your Dashboard
- Select Withdraw Funds
- Under Type of Transfer, select Wire
- Under Linked Bank Account, select an Account or link a new Bank Account
- After selecting an Account, insert the Amount you would like to transfer
- Select Review
- Review your transaction | You cannot cancel a transaction after it has been submitted
- Select Transfer
Your transfer is on its way!
From Retirement Accounts
- Navigate to your Dashboard
- Select Withdraw Funds
- Under Amount to Invest, insert the Amount you would like to transfer
- Insert a small Description about the nature of your transfer
- Select Wire as a Method of Payment
- Fill out the information for the Recipient Account
- Under Carrier select Email
- If you have any supporting documentation about the nature of your distribution, please attach
- Submit the form
Your transfer is on its way!
Outgoing Paper Check
From Trust Accounts
- Navigate to your Dashboard
- Select Withdraw Funds
- Under Type of Transfer, select Check
- Under Linked Bank Account, select an Account or link a new Bank Account
- After selecting an Account, insert the Amount you would like to send on the Check
- Select Review
- Review your transaction | You cannot cancel a transaction after it has been submitted
- Select Transfer
Your transfer is on its way!
From Retirement Accounts
- Navigate to your Dashboard
- Select Withdraw Funds
- Under Amount to Invest, insert the Amount you would like to transfer
- Insert a small Description about the nature of your transfer
- Select Wire as a Method of Payment
- Fill out the information for the Recipient Account
- Under Carrier select Email
- If you have any supporting documentation about the nature of your distribution, please attach
- Submit the form
Your transfer is on its way!
If you're unable to take a Withdrawal or Distribution after following the steps above, please contact our Customer Support Team at support@iracentral.com or click the Help button to chat with us now.
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