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What is the process for taking a distribution?
What is the process for taking a distribution?
Updated over a week ago

Step 1: Complete a distribution request form

  • To request a form, please reach out to our customer service team at 877-936-7175, or via [email protected]. Our agents are available from 6:00 a.m. to 5:00 p.m. Pacific Standard Time, Monday through Friday.

Step 2: Complete a video verification

  • Once we receive your signed request and confirm your request and account are both in good standing, you will receive an email with a link to schedule a video verification. You will be asked to provide a photo ID and verify the details of your request with one of our specialists on a video call before we process your request. While this may seem a bit extreme, we take security very seriously. You can rest assured that no one will ever be able to withdraw funds from your account without your consent.

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