Online Investing
Using Ellevest’s online investing platform, including Ellevest Digital, Premium & membership.
About Ellevest Online Investing Accounts
- 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?
- What types of Investment accounts are offered by Ellevest with my membership?
Navigating Your Online Account
- When will my tax documents be available?
- How do I add a beneficiary to my Ellevest Investment account?
- How can I transfer money between my goals?
- 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
- Can I roll over a 401(k) or 403(b) that has both pre and post-tax funds?
- Are there fees for a 401(k) or 403(b) rollover?
- How does a rollover work?
- 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?
Online Deposits and Transfers
- How can I see how much I’ve contributed to my Ellevest IRAs?
- How long do I have to cancel a deposit into an investment account?
- 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 into an investment account?
- How can I set up Direct Deposit for my Ellevest Investment account?
Online Withdrawals
- How do I initiate a withdrawal from my Ellevest account?
- What happens when I withdraw all my money from a goal?
- How long does it take to withdraw money from Ellevest?
- Can I withdraw part or all of my money before I reach my goal?
- Why can’t I withdraw the money I just deposited into my Ellevest account?