Closing account with Tax instructions :

Closing account with Tax instructions

Modified on Fri, 08 Sep 2023 at 11:55 AM

First, you may request delivery of your holdings, and/or sell remaining holdings to zero out the account. Once you have done so, please follow the instructions below:

1. Withdraw any remaining funds to your linked bank account

2. Remove any active purchasing schedules

3. Download your account history. You may use this to make any necessary tax determinations and share the file with your tax professional. We do not report to the IRS on your behalf, therefore no tax forms will be sent out.

Once you have completed these steps, contact OWNx Support and request account closure.

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