This pipeline applies to the following requests:
The Withdraw Pipeline tracks requests submitted through Cash and Security Management → Withdraw. Tickets move systematically through pipeline stages, ensuring thorough reviews, secure processing, and timely completion.
Where to Find the Withdraw Pipeline
To access the pipeline and track the status of submitted requests:
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Navigate to the ticket index page:
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In the CRM, navigate to CRM > Tickets
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To view the Withdraw pipeline, click the pipeline dropdown menu and select Withdraw.
You can view the tickets in the Withdraw pipeline in either board view or list view to track the progress, status, and assignments of requests.
Pipeline Stages Overview
Below are the pipeline stages and a high-level explanation of their functions:
- In Review: Newly entered tickets are placed in this stage for Portfolio Manager review. The information is verified for accuracy and to confirm the appropriateness of the request.
- Trade Processing: Tickets advance here when insufficient cash is available to fulfill a withdrawal. Trades are executed to generate the required funds. Once trades settle, tickets move forward automatically.
- In Process: Approved tickets proceed to this stage, where the Optimize Trading team processes the request as instructed.
- Completed: Requests in this stage have been fully processed and funds withdrawn. No further action is necessary.
Expected Timelines & SLAs
- EFT Out Requests: Typically 1-2 business days after the ticket has been submitted and completed any applicable review.
- Withdraw to investment account: in kind, typically 4 business days and Cash, typically 7-11 business days.
- Send cheque to address: Typically 7-11 business days after the ticket has been submitted and completed any applicable review.
- Sent to third party: Typically 7-11 business days after the ticket has been submitted and completed any applicable review.