Since your Ellevest Digital or Premium Investment Plan is customized to your life and goals, update your profile at least once every year so that we can provide you with the best advice based on your current situation.
Articles in this section
- How do I add a beneficiary to my Ellevest Digital or Premium investment account?
- How can I transfer money between my goals?
- When will my tax documents be available?
- How does my Ellevest credit work?
- What is Two-Factor Authentication?
- How does the Emergency Fund goal work?
- Where do I find more information on the funds that Ellevest Digital or Premium has selected?
- How can I get my Ellevest Digital or Premium account approved by my employer’s compliance team?
- How do I switch between Ellevest Digital and Ellevest Premium?
- How can I adjust my portfolio?