What if my current IRA or investment account provider isn’t listed?

IRAs:

If you don't see your IRA provider listed when you start to transfer your IRA to Ellevest, please upload a recent statement using this link. Our Client Support team can add it for you and let you know when you can start your transfer. We'll use the information on your statement to make sure the transfer is submitted through the proper channel.

Investment Accounts:

If you don't see your investment account provider listed when you start to transfer your account to Ellevest, it’s possible that your provider does not support electronic account transfers. If you’d like us to confirm, you can upload a recent statement using this link.