To find your IRA contributions for the relevant tax year you can navigate to your Retirement goal account summary page — and scroll to the bottom. Here you will see a breakdown of your IRA contributions for the relevant tax years. To see a breakdown per account — select the + next to that year. Currently this functionality is only on desktop.
We are not able to track your IRA contributions for IRAs held outside of Ellevest. You can find more helpful information regarding IRA contributions here.
You can also find your IRA contributions in the Transactions tab of your Retirement goal. All contributions will be labeled with the contribution year, as shown below.
Please note this feature is not yet available on the Ellevest app.
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