What does my membership include?

Ellevest membership gives you access to three different services designed to help you take control of your finances  — all in one app. 

We also designed it so that you can get your money’s worth whether you decide to use one of those services, or all of them. It’s your choice.

Investing

This one is really close to our hearts — it was the first service we ever offered. You can invest with Ellevest whether you’re brand new at this or have been investing for years. Our platform is designed to help you work toward your long-term goals, from building wealth over time to saving for retirement and other complex goals.

It only takes a couple of minutes to get started, you control how much you invest (there’s no minimum1), and we do the investing for you.

On-demand learning

Ellevest members get access to free online workshops, email courses, videos, and more. Our team of financial planners are here to help you learn about things like how to make a budget, how to pay off debt, how investing works, the difference between a Roth and traditional retirement account, and so much more.

Financial Planning 

And last (but definitely not least), Ellevest members get up to 50% off all financial planning sessions. One of our CERTIFIED FINANCIAL PLANNER™ professionals will provide personalized help and advice in a 1:1 or group coaching session.

1The Ellevest Membership investing service doesn’t require you to maintain a minimum account balance. However, there are portfolio-specific minimums (ranging from $1 to approximately $240). You may not receive the entire recommended portfolio until your account balance meets the respective portfolio minimum. Ellevest will not rebalance a portfolio until it meets the respective account balance minimum necessary to generate the required shares. This minimum is a function of portfolio allocation and the share price of individual holdings, which will vary.