To view your Ellevest Digital/Premium/membership goals on your account aggregator (like Mint.com):
- You must be an Ellevest Client - You need to have eSigned on the Ellevest Dashboard to get this process started.
- Find your Folio login and create a password. To find your Folio username, log into your Ellevest Dashboard, click the user icon in the top right-hand corner, and select Login & Security from the dropdown menu - you will see your Folio login at the bottom of the page. You'll also see a link to instructions on how to create your Folio password - if you're having issues, send us a note.
- Look up Folio Investing. Folio is the broker/dealer and custodian for your Ellevest account, and Folio Investing will be the company name you’ll need to search for.
If you are having issues finding any of this information on your Ellevest Dashboard, please contact our team at email@example.com.