Betterment Transition
Information about the transition of Ellevest’s digital investing business to Betterment.
About the Transition
- Transition Timeline
- What are my options?
- How do I opt out of the Betterment transfer?
- If I’m opting out, when do I need to withdraw my money by?
- What happens if I don't take any action?
- What’s happening to Ellevest?
Fees & Pricing
- Will I be charged any fees for transferring my account to Betterment?
- Will I still be charged by Ellevest?
- When will I stop being charged by Ellevest?
- What will my fees at Betterment be?
- What are bps and how do they work?
- How will my investment fees change?
Tax Forms & Account Statements
About Betterment
- What is Betterment?
- Will I be invested in the same portfolio?
- Can I transfer my Roth IRA?
- Will I still have investing goals?
- What will my fees at Betterment be?
- What are my investing options with Betterment?