Deposits, Withdrawals, and Transfers
How to move money into, out of, and between your Ellevest accounts, and help with retirement rollovers and transfers.
Investing deposits and withdrawals
- How can I edit or delete my direct deposit(s) into my Ellevest account?
- Why is my deposit still pending?
- How can I adjust my recurring auto deposit?
- How can I withdraw money from my Ellevest IRA?
- How Long Will My Transfer Take?
- How can I initiate a withdrawal from my Ellevest account?
401(k), 403(b), and Other Retirement Account Rollovers
IRA Transfers
- How can I transfer my Ellevest account to another provider?
- What is the IRA transfer process?
- What fees or taxes are associated with an IRA or brokerage/taxable investment account transfer?
- What happens if I entered the wrong information for my IRA transfer?
- How long does an IRA transfer to Ellevest take?
- If I have a “Rollover IRA” or a “Rollover Roth IRA”- can I transfer that account to Ellevest?