How do I receive a refund?

If you are in need of a refund, please reach out to your financial advisor directly to begin the process! 

Advisors can issue both partial and full refunds through their account once your payment has finished processing. For ACH payments, this can take between 5-10 business days (bank holidays can extend this by 1 business day). Credit/debit card payments process immediately and can be refunded right away.

Once initiated by your advisor, the refund will appear on your statement within 5-10 business days and you will receive an email notifying you about the refund from the firm. 👍

Here is an example of the email that will be sent to you if you have received a refund from the firm or your Financial Advisor. The Header would state: Refund from [Firm Name]