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  1. Frequently Asked Questions | Ellevest
  2. Your Membership Account

Your Membership Account

Membership plans, billing, account setup, taxes, and documents.

Membership Plans and Billing

  • What are advisor fees?
  • How do I know what Ellevest membership plan I’m on?
  • How do I upgrade or downgrade my Ellevest membership?
  • How do I apply a promo code?
  • Can I pay for my subscription annually?
  • When will I be charged for my membership?
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Profile and Account Settings

  • How can I reactivate my membership?
  • Can I have a joint account with my partner/spouse/family member?
  • How do I change my password?
  • What is Two-Factor Authentication?
  • How do you use my personal information?
  • How do I update my personal information on my Ellevest account?
See all 13 articles

Your External Bank Account

  • Can I have multiple linked bank accounts?
  • How do I add a linked bank account?
  • How do I change my bank link?
  • What routing number do I pick to link my bank account?
  • What if I can’t find my Test Deposits?  
  • Why did I receive an alert?
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Taxes and Documentation

  • When will my tax documents be available?
  • Can I get my tax documents sooner than February 28?
  • Will I be receiving tax documents?
  • Where can I view my Ellevest tax forms and monthly statements?
  • How do I report my IRA contributions when I file my taxes?
  • What state are my tax-exempt dividends from?
See all 7 articles
Frequently Asked Questions | Ellevest