Capitalyze® is solely an online investing platform, we do not mail paper checks for withdrawals. If you do not have access to the account previously used to fund your investments and want to withdraw funds, we make changing funding sources easy so your funds can be transferred to the new account electronically.

If you would like to change your funding source, please complete these steps:
o From the main menu, select My Settings
o Select Transaction Account
o Select Change Funding Source at the bottom of the screen
o Enter the Routing and Account numbers for the new checking account you want to fund your investments

To ensure your account’s security, we may require documentation verifying your ownership of both the current and new funding sources. If your account requires additional verification, please follow the prompts on the Capitalyze® website and app for additional details. If you experience any difficulty changing your funding source, feel free to contact us.