Withdraw funds

Sign in to tell us how much you'd like to withdraw. We'll sell investments to free up the cash, then email you when it's ready. Once it's cash, you log in to Interactive Brokers to submit the withdrawal request — you must do this, or the money won't be withdrawn.

Why you start here and not at Interactive Brokers. If you request money directly from Interactive Brokers instead, they'll only let you take cash that's already available. But since most or all of your money is already invested, you have to start the withdrawal request here.

Also, in the Interactive Brokers portal, if you try to withdraw more than what is already in cash, Interactive Brokers won't allow it — and they don't tell us, so we can't sell anything to help.

Moving your investments instead of taking cash? If you want to transfer your holdings (stocks) themselves to another account — including a rollover to another retirement account — email us instead at contact@longroc.com. That moves your whole account. It doesn't require selling anything except any fractional shares (each one is less than a share, but across a whole account they can come to a few hundred or a few thousand dollars), any holdings your new broker can't hold — not every broker supports all of our markets — and, if needed, enough to cover our fee for the part-month; we'll arrange it with you. You don't need to sign in for this.

Sign in

We'll email you a link that signs you in. There's no password — the link works once.

Didn't get it? Check your spam folder first. If it isn't there, the address you entered probably isn't the one we have on file — use the email on your Interactive Brokers account (meaning the one where you receive Interactive Brokers emails, including their statements). If you changed that email at Interactive Brokers today, we get the change the next business morning — until then, use the old one. Still stuck? Email us at contact@longroc.com.