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

You can access all monthly investing and banking digital 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 our custodian’s (Goldman Sachs Custody Solutions or GSCS, formerly Folio) Client site. To do this:

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

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

The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice. Please consult a tax advisor for any questions specific to your tax needs.