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?
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?
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?
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?