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How do I close an investment account?

How do I close an investment account?

help article author
Carmen

Updated 9 months ago

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To close one of your Pearler investment accounts, you first need to ensure that you don't hold any cash or shares in the account - to do that, please ensure:

  • You've transferred any shares you wish to keep to another broker

  • You've sold any shares you wish to sell, and the balance has been settled and paid to your Pearler account

  • You've withdrawn your entire cash balance from your Pearler account

How do I sell & cash out of my investments?

Once you've done that, simply log into Pearler, click Settings and select the account you wish to close.

At the bottom of the page, you'll find Close investment account.

And then follow the steps!

If you have more than one account and wish to close them all, you will need to repeat this process for each account.

Need to get in touch?

Get in touch

Or, for general queries, please email us at help@pearler.com or call us at (02) 5747 4747 during business hours (Monday–Friday 9am–5pm).