Since your Ellevest Digital, Premium or membership Investment Plan is customized to your life and goals, update your profile at least once every year so that we can provide you with the best advice based on your current situation.
Articles in this section
- When will my tax documents be available?
- How do I add a beneficiary to my Ellevest Investment account?
- How can I transfer money between my goals?
- What is Two-Factor Authentication?
- How does the Emergency Fund goal work?
- Where do I find more information on the funds that Ellevest has selected?
- How can I get my Ellevest account approved by my employer’s compliance team?
- How can I adjust my portfolio?
- How can I participate in shareholder voting or voluntary actions for the securities in my Ellevest portfolio?
- Where can I view my Ellevest tax forms and monthly statements?