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How to Withdraw Money from Your Investment Accounts or Piggy Banks

Steps to Safely Withdraw Funds from Your Investments or Savings

Withdrawing money from your investment accounts or Piggy Banks is easy and convenient in the Yeeld app. Here’s how you can withdraw funds:

  1. Access the Portfolio Section:

    • Open the Yeeld app and navigate to the Portfolio section from the bottom menu.

  2. Use the Withdraw Button on the Portfolio Home Page:

    • On the main Portfolio page, tap the ‘Withdraw’ button. You will be directed to a screen where you can choose the investment account (ISA, GIA, SIPP) or Piggy Bank from which you wish to withdraw funds.
    • Select the desired account, enter the amount you wish to withdraw, and confirm the transaction to complete the withdrawal.

  3. Withdraw Directly from Within an Account or Piggy Bank:

    • Alternatively, select the specific investment account or Piggy Bank from the Portfolio section.
    • Inside the chosen account or Piggy Bank, tap on the ‘Withdraw’ button, specify the amount you want to withdraw, and follow the steps to confirm the transaction.

Both methods offer flexibility, allowing you to access your funds when needed while keeping your investments and savings aligned with your financial strategy.