Request a Distribution
Use this form to request a one-time or recurring distribution from a client’s account. We’ll respond directly via email with progress updates.
Advisor Name
*
First Name
Last Name
Advisor Email Address
*
Client's Name
*
First Name
Last Name
Is this a joint account?
*
Yes
No
Joint Client's Name
First Name
Last Name
Account Number (last 4 digits)
*
Last 4 digits only.
Back
Next
Save
Distribution Details
What method of distribution are you requesting?
*
MoneyLink (ACH)
Journal
Check
Wire or Third-Party Distribution
Is this a charitable distribution?
*
No
Yes: Charitable Gift (stocks, bonds, and/or mutual funds)
Yes: Qualified Charitable Distribution (QCD) (cash)
Full or partial distribution?
*
Full
Partial
Would you like us to close the account?
*
Yes, you can close it.
No, leave it open!
Is this an in kind journal or transfer?
*
Yes
No
Please advise what positions to journal. To add multiple positions, click "+ Add Position".
*
Gross Distribution Amount
*
In dollars
Is this a qualified or non-qualified account?
*
Qualified
Non-Qualified
Tax Withholding Elections
Distribution frequency
*
Please Select
One-Time
Monthly
Weekly
Quarterly
Bi-Weekly
Annually
Start Date for Distribution
*
-
Month
-
Day
Year
If trades are necessary, please allow sufficient time for these trades to settle before initiating the request
What day of the month should these distributions take place moving forward?
example: the 1st day of each month
Is the account in a model?
*
Yes
No
Please advise what position(s) to sell. To add multiple positions, click "+ Add Position". If this is an in-kind journal, enter "N/A".
*
If cash is needed and money market funds are present, we should:
*
Raise cash from money market
Raise cash from model holdings
N/A, not holding money market
Can we proceed if this triggers a short-term redemption fee or commission?
*
Yes
No (Note: this may delay processing)
Back
Next
Save
Distribution Instructions
Are instructions already on file with the custodian?
*
Yes: the correct instructions are already on file.
No: send this as a one-time request (no standing instructions).
No: establish standing instructions for this account.
Receiving account details for the internal journal:
*
Do you have the bank information now or will the client enter the information manually?
*
Yes, I can provide it now
No, my client will provide it when signing
Confirm receiving account details for MoneyLink(ACH):
*
Please enter MoneyLink (ACH) information below for the receiving account.
*
Any special instructions?
Save
Submit
Should be Empty: