We will periodically sweep the system for residual balances where the client has fully transferred away, and we will send these on to the new provider. 

We do not currently have a process to pay out residual balances following a full withdrawal, but there is no minimum limit on a withdrawal request. If you follow the usual withdrawal process, you can instruct a further payment to the client.

If the client's holding is invested, and the amount falls below the minimum trade limit for that fund, we can arrange to have this written off. Please send an email to servicecentre@soderbergpartners.com confirming the client and account ID and we will arrange this for you.