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Making withdrawals from your YouWealth account

You can make a regular or one-off withdrawal request at any time. When you wish to access your investment, the minimum withdrawal amounts are:

  • $500 for a one-off withdrawal
  • $100 for a regular withdrawal

If your withdrawal request would result in your account balance falling below $1,000, you’ll need to withdraw all of your account balance or decrease your withdrawal amount.

Setting up a one-off withdrawal

  1. Log in to Internet Banking.
  2. From the main screen, click on your YouWealth account.
  3. Click on Withdraw from the options at the top of the screen.
  4. Select Make a new withdrawal.
  5. Under Withdrawal type, select One-off withdrawal.
  6. Enter amount.
  7. Select the account to transfer money into.
  8. Enter the payee account name and payee reference text.
  9. Choose the best way for us to contact you.
  10. Click on Submit.

Setting up a regular withdrawal

  1. Log in to Internet Banking.
  2. From the main screen, click on your YouWealth account.
  3. Click on Withdraw from the options at the top of the screen.
  4. Select Make a new withdrawal.
  5. Under Withdrawal type, select Regular withdrawal.
  6. Enter amount.
  7. Select your withdrawal frequency (weekly, fortnightly, monthly, quarterly, or annually).
  8. Enter the withdrawal start date.
  9. Select the account to transfer money into.
  10. Enter the payee account name and payee reference text.
  11. Choose the best way for us to contact you.
  12. Click on Submit.