Raising Cash for a Withdrawal Request

Raising Cash for a Withdrawal Request

If an investor requests cash and there is not enough cash in the account to fulfill the request, the following steps can be used to raise cash through the Smartleaf integration.

  1. Navigate to Manage Clients > Rebalancing.
  2. Search for and select the account that has a withdrawal request.
  3. In the Portfolio Workspace, select the Requests tab.
  4. Click Edit Requests in the upper right of the tab.
  5. Expand Invest or Withdraw Cash.
  6. Set Request Type to Withdraw Cash Request and enter the amount. Add any additional requests needed.
  7. Click Save and Reanalyze to confirm your requests.

In the Cash Summary section, you can see the requests on the Cash Reserved for Withdrawal Requests row.

The recommended trades will show further down the page in the Recommendations section, which can now be queued when ready.

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