Cash and Security Management
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      3. Cash and Security Management

      Withdraw and send by cheque (Send cheque to client)

      Learn how to request a withdrawal to be sent via cheque to the client.

      How to Submit the Request

      Search for client contact in the HubSpot Search bar, open the client contact card, and find the client’s CRM Contact record page.

      You can submit a request to Withdraw funds by navigating to the Servicing (Service Request) extension in the middle panel. Then, select Cash and Security Management, and select Withdraw. 

      Step 1:

      The first property you will be asked to specify is the Request Type. 

      Select Send cheque to address.

      The Cheque will be sent to the address on file, please ensure the client's address is up to date.

      Step 2:

      The second property you will be asked to specify is the From Account. 

      Step 3:

      You will be prompted to specify: 

      Amount Type: Is the withdrawal Full or Partial?

      Source of funds: Are the funds from the assigned Optimize Model, or All?

      Step 4:

      Specify the Amount

      Review the details and Submit

      For account specific withdrawals, please refer to these articles

      Upon submission, the assets will be sold on the next available Friday, with settlement occurring four business days later. The withdrawal processing will then be completed within two additional business days, making the total process take between 7 to 11 business days.