How do I make a partial withdrawal from my Guided Investing Account?

To withdraw a portion of the funds in your Guided Investing Account: log in, and go to Profile, then select Settings, then select Transfer. We will give you the option to make a partial withdrawal to your linked bank account.

Can I specify which positions I want you to sell?

No, when you withdraw from your Guided Investing Account, our software will automatically sell from your investments to leave you as close to your target portfolio as possible. Within each asset class, investments will be sold tax-efficiently.

Form ADV Part 2A

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Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Illuminate is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

These are not, nor intended to be, a testimonial or endorsement of Illuminate's services.

Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.