Can I see my non-Ellevest accounts in my online portal?
How do I update my personal information on my Wealth Management profile?
How do I see documents that my Ellevest Wealth Management team has shared with me?
How do I upload documents as an Ellevest Wealth Management client?
What are the fees for Wealth Management?
What fees or taxes are associated with transferring funds to Ellevest Wealth Management?

How do I see documents that my Ellevest Wealth Management team has shared with me?

Ellevest

February 18, 2025 18:43
Updated

You can see the documents that your Wealth Management team has shared with you by navigating to the Documents tab of your dashboard. Once there, click on the “Shared” tab.

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