At this time, only one of each goal type can exist in a given Ellevest account. For instance, there can only be one Kids goal and only one Ellevest Roth IRA.
We hope to provide some more flexibility here in the future and appreciate your patience in the meantime!
Additionally, each Social Security Number (SSN) can only be used once. This means our clients can only have one set of investment goals, and clients cannot have multiple Ellevest accounts opened with the intention of investing.
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