General Questions
Overview
- How do I create my Ellevest plan?
- Why are your gender drop-down options binary when I go to sign up for an account?
- How can I view my Ellevest Goals on Mint.com?
- How is Ellevest different from other digital investment advisors?
- How do I get in contact with the Ellevest Help Team?
- Who can be an Ellevest client?
Investments
- How much can I contribute to my IRA?
- How does the Emergency Fund goal work?
- Where do I find more information on the ETFs that Ellevest has selected?
- How did Ellevest select the Exchange Traded Funds (ETFs) in my portfolio?
- How long does it take to withdraw money from Ellevest?
- How are the portfolios customizable to me?
The Product
401(k) Rollovers
- Can I roll over my 401(k) plan to Ellevest?
- What is the 401(k) rollover process?
- Why is there a waiting list for 401(k) rollovers?
- What fees or taxes are associated with a 401(k) rollover?
- How do I find my 401(k) plan disclosure?
- What factors do you consider as part of your Comprehensive Analysis of my current 401(k) plan?
IRA Transfers
- What if my current IRA provider doesn’t support electronic transfers?
- Can I make deposits to my Ellevest IRA while the transfer is in process?
- How do I cancel an IRA transfer?
- How do I add a beneficiary for my Ellevest IRA account?
- What if my current IRA provider isn’t listed?
- What happens if I entered the wrong information?
Product Details
- Can I withdraw part or all of my money before I reach my goal?
- What is the Wrap Fee Program that I read about in the Ellevest client agreement documents?
- What does a 70% likelihood of reaching your goal mean?
- What if I don’t have a goal?
- What is salary vs. take-home pay?
- Why are some of my goals greyed out in the financial plan?
Billing and Fees
Definitions and Terms
General
Asset Classes and Investments
- ETF (Exchange Traded Fund)
- SIPC Insurance
- FDIC Cash
- US Total Stock Market
- US Large Cap Value
- US Mid Cap