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Set up monthly withdrawals

You can use Monthly withdrawals to automatically create monthly withdrawal trade orders based on parameters defined on the portfolio. To learn more, see  Monthly withdrawals FA User guide.

Configure monthly withdrawals

Go to Tools → Administer → Bank and custody connections → Manage and open the Monthly withdrawals tab.

Fill in the fields:

Minimum withdrawal size

The minimum amount for a monthly withdrawal (in portfolio currency). If you enter "0", no minimum is applied. Note that the portfolio value is always considered: if the minimum withdrawal is less than the portfolio value, the full remaining balance is withdrawn.