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.
Articles in this section
- Can I roll over a 401(k) or 403(b) that has both pre and post-tax funds?
- Are there fees for a 401(k) or 403(b) rollover?
- How does a rollover work?
- 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?