Frequently Asked Questions | Ellevest Help Center home page
Submit a request
  1. Frequently Asked Questions | Ellevest
  2. Private Wealth Management
  3. Private Wealth Management Account Settings

Private Wealth Management Account Settings

Follow New articles New articles and comments

Frequently asked questions about updating your personal information and sharing documents with the Ellevest Private Wealth Management team.

  • How do I update my personal information on my Private Wealth Management profile?
  • How do I see documents that my Ellevest Private Wealth Management team has shared with me?
  • How do I upload documents as an Ellevest Private Wealth Management client?
Frequently Asked Questions | Ellevest