How to use the Ellevest Site and Service
- 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?
- What if my current IRA provider isn’t listed?
- What happens if I entered the wrong information? See all 15 articles
- 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?
- What does a 70% likelihood of reaching your goal mean?
- What if I don’t have a goal?
- What is salary vs. take-home pay?
- Why are some of my goals greyed out in the financial plan? See all 19 articles