The quickest way to fund your Ellevest investment account is by linking a bank account, then initiating either a one-time deposit or recurring deposits.
To make your initial deposit: On your dashboard, choose the investing goal you want to fund, then click Transfer, choose a transfer type, and follow the steps provided.
To make a one-time deposit after your initial deposit: On your dashboard, navigate to Transfer Money, then click One-time transfer.
To set up recurring deposits after your initial deposit: On your dashboard, navigate to Transfer Money, then click Recurring transfer.
Please note: Each bank or financial institution may have a slightly different ACH or withdrawal description. When reviewing your bank statements or account history, your Ellevest withdrawals will likely be shown as "GOLDMAN SACHS CU” (formerly "FOLIO INVESTMENT").
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