Ellevest Premium requires a minimum of $50,000 in net deposits into your Ellevest accounts. If you make a withdrawal that brings your balance below $50,000, you will no longer be eligible for Ellevest Premium, and we will switch you to our Ellevest Digital Service.
If your account balance drops below $50,000 due to market fluctuations, you will still be eligible for Premium services.
Ellevest Premium includes the services as described for Ellevest Digital, plus the following consultation services:
- Access to an Ellevest CERTIFIED FINANCIAL PLANNER™ (“CFP®”) professional by phone or email for guidance regarding topics such as new home purchase, debt management or preparing to start a family; and
- Access to an Ellevest career coach for guidance on career events, such as salary negotiations.