General Questions
Overview
- How is Ellevest different from other digital investment advisors?
- What is goal-based investing?
- Who can be an Ellevest client?
- How do I get in contact with the Ellevest Support Team?
- So if Ellevest isn't a bank or brokerage, who's holding my money?
- What happens to my money if Ellevest goes out of business or gets bought by another company?
Investments
- How can I fund my Ellevest account?
- How much can I contribute to my IRA?
- How does the Emergency Fund goal work?
- Where do I find more information on the funds 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?
The Product
Rollovers
- What is the rollover process?
- What fees or taxes are associated with a rollover?
- How do I find my 401(k) or 403(b) plan disclosure?
- What factors do you consider as part of your analysis of my current 401(k) or 403(b) plan?
- How can I find out the status of my 401(k) or 403(b) rollover?
- Can I make deposits to my Ellevest IRA while my 401(k) or 403(b) rollover is in progress?
IRA Transfers
- How does the ACATS process work?
- What are the benefits of an ACATS Transfer?
- 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?
Product Details
- How do I change or add my linked bank account?
- SEP IRAs
- How do I edit my outside retirement accounts?
- How do I set up my bank account to link to Ellevest?
- 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?
Billing and Fees
Definitions and Terms
General
Asset Classes and Investments
- Mutual Funds
- ETF (Exchange Traded Fund)
- SIPC Insurance
- FDIC Cash
- US Total Stock Market
- US Large Cap Value
Accounts and Plans
About Ellevest
Ellevest Offerings
- Why isn’t 100% of my Ellevest Impact Investment Portfolio in impact funds?
- Do the Ellevest Impact Portfolios own any US gun manufacturers?
- What is impact investing?
- What is the difference between Ellevest Digital and Ellevest Premium?
- How can the Ellevest Concierge Team help me?
- What’s an Ellevest CERTIFIED FINANCIAL PLANNER™ session, and when can I use it?