How do I know what type of retirement account I have?

Knowing the type of retirement plan you currently have is an important first step in rolling a plan over to an Ellevest Traditional IRA or Roth IRA.

Traditional (pre-tax) funds will need to be rolled over into a Traditional IRA, and Roth (post-tax) funds will need to be rolled over into a Roth IRA. If your plan has both Roth and traditional funds, you can roll that account over, too. For more info about how to start a mixed rollover, click here.

What plan types does Ellevest support for a Rollover?

In this article, we’ve outlined the types of plans Ellevest supports in starting a rollover to an Ellevest IRA account.

Not sure which type of plan you have? We recommend contacting your current provider to help. 

Want more info? Learn more about the Ellevest Rollover process here.

How can I tell what type of Ellevest retirement account I have?

Find your retirement account type by following these steps:

1. Log into your Ellevest dashboard
2. Click the User Menu in the top-right corner
3. Select Accounts
4. Across the top of the page, you'll see your different account types.