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When Can I Withdraw from My Raise Investment Account?
When Can I Withdraw from My Raise Investment Account?

Learn when and how you can withdraw funds from your Raise Investment account.

Jack McCann avatar
Written by Jack McCann
Updated over 2 weeks ago

When Can I Withdraw from My Raise Investment Account?

Raise Investment offers flexibility when it comes to accessing your funds, but there are important considerations to keep in mind.

Key Considerations for Withdrawals

- Long-Term Growth Focus: While withdrawals are allowed, Raise Investment encourages staying invested to benefit from compounding returns. It's in your best interest to think long-term and take action accordingly. We're here to help you do that, while also boosting your investment with a large upfront principal. From there, the wonders of compound interest help you achieve much higher investment returns than traditional investing. We don't even take a percentage of these returns. While our initial principal is returned when you exit, you're entitled to 100% of your returns.

- No Fixed Lock-Up: Investors have the flexibility to modify their investment or exit without long-term restrictions.

- Partial vs. Full Withdrawal: Investors can choose to withdraw a portion of their funds or exit completely, depending on their financial needs.

- Market Timing Implications: Withdrawling during a downturn may lock in losses, while maintaining an investment through market cycles can yield better long-term outcomes.

- Processing Time: Withdrawals typically take a few business days to process and transfer to your linked account.

How to Withdraw Funds

1. Log in to your Raise Financial account at www.raisefinancial.com.

2. Navigate to the "Investment" section of your dashboard.

3. Select "Withdraw Funds."

4. Choose whether to make a full or partial withdrawal.

5. Confirm the request to begin the cash-out process.
6. In the cash-out process we'll hop on a call together to make sure you have all the information you need. This is not a sales call. It's just to confirm you're good to go. From there the money will be wired to your bank account.

Why It Matters

Having a clear understanding of withdrawal options helps investors make informed decisions while staying aligned with their long-term financial goals.

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