What is your investment minimum for Premium Advice and Coaching Services?

The Ellevest Premium service requires that you have minimum net deposits across all goals of $50,000 to obtain and maintain the service. We may allow you access to the Ellevest Premium service pending transfer of your assets to Ellevest. This can be done by going to “My Ellevest Team” under the navigation menu at the top left of the Ellevest site once you’ve logged in, then by clicking on “Switch to Premium”. However, if you fail to deposit or transfer into your Ellevest accounts the required minimum of $50,000 of net deposits within 60 days of initiating the Ellevest Premium service, or if you fail to maintain the minimum amount of net deposits, we will, after advance notice to you, move you from the Ellevest Premium service to the Ellevest Digital service.

Additionally, your initial access may be limited to one session with either a financial planner or an executive coach before you complete the required minimum net deposit.