# Invest, withdraw, rebalance | Amal Invest Help

Every money action on a fund goes through the same three steps: set an amount, review the exact orders, submit. Nothing is placed until you confirm the preview.

Key Takeaways

*   **Invest more** on the fund page, or **Invest cash** on the Overview, opens the dialog
*   The preview lists every buy and sell order before anything is sent
*   Withdrawing sells holdings in proportion; the cash lands after two days
*   Rebalance and recurring buys are in the fund's action menu

## Investing

1.  Open the fund and press **Invest more** (or **Start investing** on a fresh fund).
2.  Enter an amount. **Cash available** shows the maximum. Press **Preview**.
3.  Review the list of orders: each row is a buy of one stock with the dollar amount and estimated shares. Press **Submit N orders**.
4.  Wait for **Orders submitted**. Most fill within minutes during market hours. Track them under In Progress on the Overview.

Swipe to see all 3 screens

Investing needs a Standard or Pro plan. See [Plans and billing](https://amalinvest.com/help/plans-and-billing).

## Withdrawing

Open the fund's action menu, the three dots next to **Invest more**, and choose **Withdraw**. Enter how much to sell. If the amount would close positions entirely, a red **Heads up** notice says so. Preview and submit as above. Proceeds settle as cash in two business days, then leave through [Alpaca](https://amalinvest.com/help/alpaca/deposits-and-withdrawals).

Swipe to see all 2 screens

## Rebalancing

Over time some holdings grow faster than others and drift from their target weights. **Rebalance** in the action menu sells the overweight ones and buys the underweight ones to restore the targets. A confirmation asks **Rebalance to place trades?** before the preview. If nothing has drifted, the preview says no orders are needed.

![The Rebalance to place trades confirmation](https://amalinvest.com/help-assets/rebalance-dialog.png)

Funds with **Auto-rebalance on changes** enabled in Expert mode do this on their own whenever the source fund updates.

## Recurring buys

**Recurring buy** in the action menu sets an amount, a start date, and how often. Each run appears under Scheduled Orders and executes at the market open on its day. The same dialog cancels it later.

![The recurring investment dialog](https://amalinvest.com/help-assets/recurring-buy.png)

## Common problems

**Preview keeps loading.** Alpaca's price feed can be slow just after the open. Close and try again in a minute.

**"Custom funds require Pro".** Investing in a custom fund is a Pro feature. Filtered funds work on every plan.

**The withdraw amount is capped below the fund value.** The cap is the current market value minus the $0.01 per-order buffer. Use the full withdrawal from the menu to close a fund completely.