There’s a good chance it is included in the title of your IRA, but if it’s not, then you can reach out to your current provider for that information. This needs to be accurate so that we can transfer your IRA to the correct Ellevest IRA type. If you currently have a Roth IRA, your assets will be transferred to an Ellevest Roth IRA. If you currently have a Traditional IRA, your assets will be transferred to an Ellevest Traditional IRA.
If you are eligible to contribute to a SEP IRA, we recommend that you transfer to a SEP IRA. If you are no longer eligible to contribute to a SEP IRA, we recommend that you transfer to a traditional IRA.
For Ellevest Digital, Premium and membership, we don’t yet offer the ability to convert a Traditional to a Roth (or vice versa).
How can I tell what type of Ellevest IRA I have?
Find your retirement account type by following these steps:
- Log into your Ellevest dashboard
- Click the User Menu in the top-right corner
- Select Accounts
- Across the top of the page, you'll see your different account types.
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