Complete and save a Withdrawal form prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal.
You’ll need to create a DOI (Direction of Investment) and upload the WITHDRAWAL FORM
1. Login to the "ONLINE PORTAL"
2. Click on “INVEST (DOI)” tab
3. Click on "NEW INVESTMENT" radio button
4. Select "WITHDRAWAL" under “What is this Investment for” and click "NEXT"
Complete the following fields:
Vendor - Your name will appear here
Describe your investment – I.E. “withdrawing my metals and closing account”
How Much is Your Investment – enter 1.00 only. No dollar sign, only numerals and the decimal.
How would you like to fund the Investment – select “check”
Company Name, Street Address, City State, Zip – Enter your information
Carrier – Select the carrier you would like to handle the transaction
Shipping Speed – Select the appropriate shipping speed for the selected carrier
Handling notes – Enter any additional handling notes. If you are closing your account enter “PLEASE CLOSE MY ACCOUNT AND WITHDRAW ALL ASSETS & FUNDS”
Description – Describe the document you are uploading I.E. “withdrawal form”
Choose File – Find and upload your saved "WITHDRAWAL FORM"
Click the "Next" button
Be sure to review that the information you have entered is accurate
Click the "Finish" button
You will be advised of the amount you will need to pay for any shipping or account fees. Be sure to check back on the status of your withdrawal and shipping info. Metals withdrawals and shipping can take up to 3 weeks
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