Online Investing
Using Ellevest’s online investing platform, including Ellevest Digital, Premium & membership.
About Ellevest Online Investing Accounts
- Can I pick the stocks in my Ellevest portfolio?
- How can I invite a friend to join Ellevest?
- Why isn’t 100% of my Ellevest Impact Investment Portfolio in impact funds?
- Can I switch my service while I’m on a promotional offer?
- Are there any other costs associated with my Ellevest account?
- How is an ETF different from a mutual fund?
Navigating Your Online Account
- How do I add a beneficiary to my Ellevest Investment account?
- How can I transfer money between my goals?
- When will my tax documents be available?
- What is Two-Factor Authentication?
- How does the Emergency Fund goal work?
- Where do I find more information on the funds that Ellevest has selected?
Online Retirement
- 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?
Online Deposits and Transfers
- How long do I have to cancel a deposit?
- How can I transfer an account that I have with Folio to Ellevest?
- What happens after I make a deposit into an Investment goal?
- How do I cancel a deposit?
- How can I set up Direct Deposit for my Ellevest Investment account?
- What is the investment account transfer process for Ellevest?