You can check the status of your IRA or brokerage 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 set up a paycheck deposit for my Ellevest account?
- What is the brokerage account transfer process?
- How can I fund my Ellevest Digital/Premium account?
- How do I cancel a pending transfer to Ellevest Digital/Premium?
- What fees or taxes are associated with a brokerage account transfer?
- How do I change or add my linked bank account?
- How long will the brokerage account transfer take?
- How does the ACATS transfer work for brokerage accounts?
- What are the benefits of an ACATS transfer?
- How do I set up my bank account to link to Ellevest?