To view your Ellevest Digital/Premium/membership Investment goals on your account aggregator (like Mint.com):
- You must be an Ellevest Client - You need to have eSigned on the Ellevest Dashboard to get this process started.
- Find your Folio login and create a password. To find your Folio username, log into your Ellevest Dashboard from a desktop or laptop computer, navigate to the user menu in the top right-hand corner and then select Accounts. Your Folio username and login information will on the page under your Investment Account.
- Look up Folio Investing. Folio is the broker/dealer and custodian for your Ellevest Investment accounts, and Folio Investing will be the company name you’ll need to search for.