Since your Ellevest Digital, Premium or membership 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, Premium or membership investment account?
- How can I transfer money between my goals?
- When will my tax documents be available?
- What is Two-Factor Authentication?
- How does the Emergency Fund goal work?
- Where do I find more information on the funds that Ellevest Digital, Premium or membership has selected?
- How can I get my Ellevest Digital, Premium or membership account approved by my employer’s compliance team?
- How do I switch services?
- How can I adjust my portfolio?
- How can I participate in shareholder voting or voluntary actions for the securities in my Ellevest Digital/Premium/membership portfolio?