How do I close my account?

We're sorry to see you go! First, let us know if there's anything we can possibly do to improve your WiseBanyan experience. Our support team is available to help or chat things over with you. Just send us an email at support@wisebanyan.com.

If you're absolutely certain you want to close your WiseBanyan account:

  • Click the Settings Menu (your initials in the upper right hand corner)
  • Select “Personal Settings”
  • On this page click Leave WiseBanyan. From there, we'll walk you through the process of closing your WiseBanyan account and explain any expected consequences such as taxes.

If you’d like to keep your WiseBanyan account open and want to close just one of your investment accounts, please contact support@wisebanyan.com and we can help you with that.

Please note that there are no closing fees associated with closing taxable Personal Investment Accounts; however, there is a $10 closing fee to close an IRA (individual retirement account).

 Here is more information about the account transfer fee or IRA closing fee.

 

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