To change an investment goal back to a cash goal:
- Open your investment goal
- Click "Edit"
- Toggle the "Invest" switch to "Cash"
This triggers a sale for all your invested assets. The trades will be executed within the next trade window, and you goal will shift back to cash in about 5 business days.
Changing your goal back to cash will not initiate a withdrawal to your funding account. In order to withdraw, please wait for all trades to settle and your goal to return to cash.
If you just want to make a withdrawal, you can do so by clicking the "move money" (or in the app "transfer") button. This will also sell a portion of your investments to create a withdrawal.