How can I transfer an account that I have with Folio to Ellevest?

If you have an account with Folio that’s not managed by Ellevest, transferring it just depends on what type of account it is.

IRA accounts

To transfer an IRA account, all you need to do is start an IRA transfer in your Ellevest account, and select Folio as your provider. 

Taxable investment accounts

To transfer a taxable investment account, contact our Concierge Team and they’ll help you get started.