We're sad to see you go! Please know that you’ll always be welcome here if you decide to come back.
In order to close your Ellevest account, your account balance will need to be $0. To withdraw any remaining funds from each of your taxable goals, select the "Move Money" drop-down and choose "One-time transfer." (You can also stop recurring deposits by using the “Move Money” drop-down to select “Recurring Deposit” and choose to "Turn Off")
If you have an IRA, you can contact our Concierge Team for help with withdrawing or transferring your funds.
Once your account has a $0 balance, let us know so we can initiate the account closure process for you.
If you’re an Ellevest Private Wealth client, please contact your financial advisor.