How do I add funds to or withdraw funds from my Fool Wealth portfolio?

Interactive Brokers: Clients can add funds to eligible accounts directly through the Fool Wealth client dashboard at clients.foolwealth.com. Once you log in, select Deposit and follow the screen to link a bank account, then add funds to your investment account via ACH transfer.

Please visit IB’s “Transfer and Pay” page for a complete guide to deposits and withdrawals. To withdraw funds, please visit your Interactive Brokers account online.

Charles Schwab: There are several ways to move money or assets in and out of your accounts at Schwab, including via wire transfer or MoneyLink. Please visit Schwab’s website to learn more about your options, or give us a call to assist in making the right decision. 

Please note that if you request a withdrawal in excess of the current cash balance available in your account, we will make the trades necessary to raise the cash, but must allow time for settlement before distributing the funds. For retirement account types, this may take up to three business days.