How to use the Ellevest Site and Service
- What is the rollover process?
- What fees or taxes are associated with a rollover?
- How do I find my 401(k) or 403(b) plan disclosure?
- What factors do you consider as part of your analysis of my current 401(k) or 403(b) plan?
- How can I find out the status of my 401(k) or 403(b) rollover?
- Can I make deposits to my Ellevest IRA while my 401(k) or 403(b) rollover is in progress? See all 8 articles
- How does the ACATS process work?
- What are the benefits of an ACATS Transfer?
- What if my current IRA provider doesn’t support electronic transfers?
- Can I make deposits to my Ellevest IRA while the transfer is in process?
- How do I cancel an IRA transfer?
- How do I add a beneficiary for my Ellevest IRA account? See all 17 articles
- How do I change or add my linked bank account?
- SEP IRAs
- How do I edit my outside retirement accounts?
- How do I set up my bank account to link to Ellevest?
- Can I withdraw part or all of my money before I reach my goal?
- What is the Wrap Fee Program that I read about in the Ellevest client agreement documents? See all 24 articles