First, tell us a little bit about your current retirement account and upload your most recent plan statement. We use that info along with your age, salary, and education to put together a customized Ellevest IRA just for you. After that, we just need you to sign the rollover agreement.
The last step is calling your current provider and starting the actual rollover. You have to be the one to call, but we’ll send you an email with everything you have to say.