You can check the status of your investment account transfer by clicking on the Transactions page in your goal. You can also always send us a note at firstname.lastname@example.org or call us at 1-844-355-7100 for an update!
Articles in this section
- How can I transfer an account that I have with Folio to Ellevest?
- How long do I have to cancel a deposit?
- How do I cancel a deposit?
- How can I set up a paycheck deposit for my Ellevest account?
- What is the investment account transfer process for Ellevest Digital or Premium?
- How can I fund my Ellevest Digital/Premium account?
- What if my current IRA or investment account provider isn’t listed?
- What fees or taxes are associated with an investment account transfer?
- How do I add a linked bank account?
- How long will the investment account transfer take for Ellevest Digital or Premium?