You can check the status of your IRA or investment account transfer to your Ellevest account by clicking on the Transactions page in your goal.
Articles in this section
- How can I transfer my Ellevest account to another provider?
- 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 or brokerage/taxable investment account 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?