All assets in your Ellevest Digital, Premium & membership portfolio are held by Folio Investments, Inc. an SEC-registered broker-dealer and custodian. As the custodian, Folio safeguards the securities and cash in your account.
Articles in this section
- My Employer’s Compliance Department Needs Information from Ellevest
- Can I close my investment account, but keep my membership active?
- What is Ellevest's investment strategy?
- How is Ellevest different from other digital investment advisors?
- What is goal-based investing?
- Why does gender matter?
- What is the Ellevest Tax Minimization Methodology (TMM)?
- What types of Investment accounts are offered by Ellevest with my membership?
- Can I open up a 529 for my child?
- Is there a minimum balance?