How do I upgrade or downgrade my Ellevest membership?

Ellevest offers the flexibility to change your membership plan at any time. If you would like to upgrade or downgrade your Ellevest membership, you can navigate to the user dropdown on the web, and click on Settings > Membership. On mobile, select User > Membership.

Note: if you are downgrading to a plan with fewer features, you will need to fully liquidate the account first, which may cause tax implications. We’ll guide you through the process, though you will be responsible for determining your personal tax implications.

Looking to switch to Ellevest membership from Ellevest Digital / Premium?

Ellevest is not just investing anymore. We've expanded our offerings to help you spend intentionally, save more, and earn more at work. Ellevest Digital and Premium members can get more for their money by upgrading to membership by navigating to the user icon in the top right-hand corner of your dashboard and selecting My Service. Here, you can update to your preferred service.

Once you move into an Ellevest membership, you will not be able to switch back to Digital or Premium.