You can check the status of your IRA or investment account transfer to your Ellevest Digital, Premium or membership account by clicking on the Transactions page in your goal.
Articles in this section
- What is the IRA transfer process?
- How does the ACATS transfer work for IRAs?
- What if my current IRA provider doesn’t support electronic transfers?
- What if my current IRA or investment account provider isn’t listed?
- What fees or taxes are associated with an IRA transfer?
- What happens if I entered the wrong information for my IRA transfer?
- How long does an IRA transfer to Ellevest take?
- Why do you need to know if I receive current advice on my IRA?
- Can I transfer multiple IRAs?
- If I have a “Rollover IRA” or a “Rollover Roth IRA”- can I transfer that account to Ellevest?