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?
- How does the ACATS transfer work for IRAs?
- What if my current IRA provider doesn’t support electronic transfers?
- What if my current IRA or investment account provider isn’t listed?
- What fees or taxes are associated with an IRA or brokerage/taxable investment account transfer?