To get started with retirement investing, you'll need to be enrolled in Ellevest Plus or Ellevest Executive. You’ll get access to the Retirement goal with each of these plans.
To add the Retirement goal to your Ellevest Plus or Executive account on a computer, select the Investments tab from the upper left hand corner, then clicking on "Add Goal". On the Ellevest app, you’ll click on the “Add New Goal” button on the Home page.
To open a new retirement account at Ellevest:
- Navigate to your Retirement goal from your dashboard, or from the “Investing” drop-down menu in the navigation bar on desktop.
- Under your retirement accounts, click on “Open a new Ellevest account.” Please note that this feature is not yet available on mobile.
We currently offer taxable investment accounts, traditional IRAs, Roth IRAs, and SEP IRAs at Ellevest.
At Ellevest, you can have one Retirement goal taxable investment account, and one of each type of IRA.