Can I roll over multiple 401(k)s?

Yes, you can roll over multiple 401(k)s to your Ellevest IRAs! Any traditional 401(k)s will be rolled over to your Ellevest traditional IRA, and any Roth 401(k)s will be rolled over to your Ellevest Roth IRA. You’ll only need to sign up for the waiting list once. When it comes time to upload documents, you’ll simply need to upload documentation for each account that you’d like to rollover. We’ll prepare a Comprehensive Analysis for each account, and you’ll be required to sign our Client Agreement for each rollover as well.

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