If you don't see your IRA provider listed when you start to transfer your IRA to Ellevest Digital/Premium/membership, please upload a recent statement using this link. Our Concierge Team can add it for you and let you know when you can start your transfer. We'll use the information on your statement to make sure the transfer is submitted through the proper channel.
If you don't see your investment account provider listed when you start to transfer your account to Ellevest Digital/Premium/membership, it’s possible that your provider does not support electronic account transfers. If you’d like us to confirm, you can upload a recent statement using this link.