ClientFirst: 1800 517 124

With the festive season just around the corner, your clients may want a lump sum withdrawal to help them make the most of the holidays.

With Expand, online partial withdrawals are simple and can even be completed while sell downs are processing. Clients will receive their funds in less than 60 seconds if they're with a participating bank in most instances.

gif

View our 'how to' video to see how easy it is to withdraw:

  • from available cash
  • using the top up method
  • by manually selling investments.

Note - withdrawals from super accounts are subject to conditions of release. Online withdrawals are only available if we have received the clients nominated bank account details.

EXPERIENCE EXPAND TODAY

Where big tech meets personal support, our team is committed to partnering with advisers to understand your needs and provide valuable support.