If you have retirement accounts held outside of Ellevest (like a 401(k) at work), we recommend adding them to your Retirement goal. This helps us give you the most complete forecast possible. You can do this by:
- Navigating to your Retirement goal from your dashboard, or from the “Investing” drop-down menu in the top navigation bar on desktop.
- Under your retirement accounts, click “Outside Accounts.”
- Then select “Add a new account.” You can choose an account type and enter your current balance, then click “Save.”
Once you’ve added outside retirement accounts, we recommend updating them at least once a quarter. You can make changes to your outside account by:
-
- Navigating to your Retirement goal from your dashboard, or from the “Investing” drop-down menu in the top navigation bar on desktop.
- Under your retirement accounts, click “Outside Accounts.”
- You’ll then be able to add an account, edit the balance and monthly deposit details, or delete your outside account if you want.
(Note: Ellevest Private Wealth clients should reach out to their advisor for help updating outside account information.)
Comments
0 comments
Article is closed for comments.