You can check the status of your IRA or investment account transfer to your Ellevest Digital, Premium or membership account by clicking on the Transactions page in your goal. You can also always send us a note at firstname.lastname@example.org or call us at 1-844-355-7100 for an update!
Articles in this section
- What types of Rollovers does Ellevest support?
- What is the rollover process?
- How can I find out the status of my 401(k) or 403(b) rollover?
- How do I know what type of retirement account I have?
- If I have a “Rollover IRA” or a “Rollover Roth IRA”- can I transfer that account to Ellevest?
- Can I transfer multiple IRAs?
- How much can I contribute to my IRA?
- How to Find Your Investment Fees in your 401(k)/403(b)
- What instructions do I need to call my 401(k)/403(b) provider?
- How does the ACATS transfer work for IRAs?