If you want to opt out of the transfer, you can log in and submit a request to cancel your Ellevest plan, or email support@ellevest.com, by April 10, 2025. As part of the cancellation process, you’ll need to initiate either a full withdrawal (which may result in the realization of capital gains) or an account transfer to another firm by April 10, 2025.
How do I opt out of the Betterment transfer?
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