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 Digital, Premium or membership has selected?
Online Retirement
- How to Find Your Investment Fees in your 401(k)/403(b)
- What instructions do I need to call my 401(k)/403(b) provider?
- How does the ACATS transfer work for IRAs?
- What are the benefits of an ACATS Transfer?
- How much can I contribute to my IRA?
- What if my current IRA provider doesn’t support electronic transfers?
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 a paycheck deposit for my Ellevest Investment account?
- What is the investment account transfer process for Ellevest?