If you’re on an annual Ellevest plan that will need to be canceled before the end of your billing period, you’ll receive a prorated refund for your most recently charged plan fee, returned to your original payment method on or around April 17, 2025.
If you started a cancellation request, but asked for a reminder 30 days out from your next billing date: You’ll need to log in and finalize your cancellation request. Otherwise, your Ellevest account(s) will automatically transfer to Betterment on or after April 17, 2025.
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