Where can I view my Ellevest tax forms and monthly statements?

You can access all monthly investing and banking digitally statements by logging into Ellevest. Statements are not available by mail.

To access your statements, click on the user menu in the top-right corner of your Ellevest dashboard and select Documents from the dropdown menu. From here, navigate to the account of your choosing. On the Ellevest App, navigate to the User menu in the lower-right corner, then select Documents.

You can also access your monthly statements on the Folio Client site. To do this:

1. Find your Folio login and create a password. To find your Folio username, navigate to the user menu in the top right-hand corner and then select Accounts. Your Folio username and login information will be listed under your Investment Account.
2. Log into your Folio account, and visit the Statements and Tax Records page.  

Please note, monthly investment account statements from Folio are usually available within the first week of the new month.