How do I close my account?

October 27, 2026

You can close your CREB account at any time, with no closing or withdrawal fee.

Steps

  1. Request a withdrawal of your full balance from your dashboard. Larger balances may take longer to process. See how long withdrawals take.
  2. Once the funds reach your bank, contact Investor Relations at 561-600-0707 to close the account. [CONFIRM: closure process]

Before you close

You'll still receive any tax forms due for the year. If you have an IRA, contact Equity Trust about moving or distributing the IRA.

If something isn't working for you, we'd like to hear about it. Speak with Investor Relations.