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Withdraw Funds


Home > Funds Management > Fund Transfers > Withdrawing Funds


The Fund Transfers page lets you request a withdrawal of funds from your KW account or an internal fund transfer to another KW account. KW supports the following kinds of withdrawal requests:

●         Wire

●         US ACH transfer initiated at KW (US accounts only)

●         Check (only available for US currency; your mailing address must be in the US)

●         Canadian EFT transfer (Canadian accounts only)

●         SEPA (Single Euro Payments Area) Initiated at KW

To request a cash withdrawal from your KW account

  1. Click Funds Management in the left pane, then click Fund Transfers.

  2. If the Secure Login System page opens, this means that your account is enrolled in the Secure Login System and you must use your security device to log into the Withdrawals & Transfers page:

  1. Enter your username, then click OK.

  2. Read the instructions on the screen carefully, then enter the response string from your security device or temporary password and click OK.

  3. If you have a master account, in the Client/Sub Account Selection area, use the radio buttons to search for client or sub accounts by Account ID, Account Title or Account Alias, then click the client or sub account whose transaction history you want to view.

  4. In the Transaction list, select Withdraw Cash.

     

  5. In the Method list, select one of the withdrawal types listed in the table below, then follow the instructions in the table to complete the withdrawal request process.

    • Click Cancel to cancel the transaction.

  6. For Wire, Check, ACH Initiated At KW, SEPA Initiated At KW and Canadian EFT withdrawals, select an existing bank instruction from the Instruction list if you intend to set up a recurring transaction for that transaction method.

    For check withdrawals, you do not have to select anything in the Please select list; simply complete the form on the page.

    If a bank instruction for the institution does not exist, select Add New Instruction, then create a new bank instruction as described in Adding Bank Instructions.

    Select Add New Instruction also if you want to create a new recurring transaction.Recurring deposit transactions also require that you create a bank instruction before setting up the frequency and method of the transaction.

Withdrawal Type

Step 1

Step 2

Wire

In the Amount field, enter the amount of the check, then click Continue. Your base currency is displayed for you.

First, verify that the withdrawal information is correct, then click Continue.

Then confirm your identity by entering your username and password, and the confirmation number sent to you via email, then click Confirm Request.

Note:    If you did not receive a confirmation number via email, click Request Confirmation Number to have a confirmation number sent to your email address on record.

ACH Initiated At KW

In the Amount field, enter the amount of the check, then click Continue.

Verify that the information on the screen is correct, then click Continue.

Confirm your identity by entering your username and password, and the confirmation number sent to you via email, then click Confirm Request.

Note:    If you did not receive a confirmation number via email, click Request Confirmation Number to have a confirmation number sent to your email address on record.

Canadian EFT

In the Amount field, enter the amount of the check, then click Continue.

Verify that the information on the screen is correct, then click Continue.

Confirm your identity by entering your username and password, and the confirmation number sent to you via email, then click Confirm Request.

Note:    If you did not receive a confirmation number via email, click Request Confirmation Number to have a confirmation number sent to your email address on record.

Check

In the Amount field, enter the amount of the check, then click Continue. The mailing address associated with your account displays on the screen.

If the address displayed on the screen is incorrect, you must first update your mailing address before requesting the check withdrawal. To do this, click Cancel to cancel the withdrawal, then click Account Administration and Account Information in the left pane to access the Account Information page.

Verify that the information on the screen is correct, then click Continue.

Confirm your identity by entering your username and password, and the confirmation number sent to you via email, then click Confirm Request.

Note:    If you did not receive a confirmation number via email, click Request Confirmation Number to have a confirmation number sent to your email address on record.

SEPA Initiated at KW

In the Amount field, enter the amount of the check, then click Continue.

Verify that the information on the screen is correct, then click Continue.

Confirm your identity by entering your username and password, and the confirmation number sent to you via email, then click Confirm Request.

Note:    If you did not receive a confirmation number via email, click Request Confirmation Number to have a confirmation number sent to your email address on record.

The following figures show examples of the pages that appear for a wire withdrawal.

 

 

View the status of your withdrawal request on the Transaction History page.


Subpages (1): Transfer Funds Internally
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