Withdrawing from an Automation

To withdraw money from that is currently being managed by an Automation, you first have to remove it from the Automation. Follow these steps:

  • Go to the Automations tab on your portfolio page

  • Click on the Automation you want to withdraw from

  • Click the withdraw button

  • Enter the amount you want to withdraw

  • Click "Withdraw" to move the money to your portfolio

  • Now you can create a new withdraw by clicking "+ Transaction" on the "Records" tab

  • Follow the prompts to complete the process

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