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  1. Frequently Asked Questions | Ellevest
  2. Investing With Membership

Investing With Membership

Understanding, navigating, and managing your Ellevest investment accounts, including retirement.

About Ellevest's Online Investing Service

  • My Employer’s Compliance Department Needs Information from Ellevest
  • Can I close my investment account, but keep my membership active?
  • What is Ellevest's investment strategy?
  • How is Ellevest different from other digital investment advisors?
  • What is goal-based investing?
  • Why does gender matter?
See all 15 articles

Navigating Your Online Investment Accounts

  • How do I see what investments my portfolio includes?
  • Why does my investing account say “funding in progress”?
  • Can I have multiples of the same goal or account?
  • Can I change the name of my investing goals or accounts?
  • What is my Folio login information?
  • How can I delete a goal?
See all 18 articles

Investing for Retirement

  • Can I do a back door Roth or an IRA conversion?
  • How do you factor in inflation and social security into my Retirement goal?
  • What factors go into my Retirement goal?
  • How do you determine my retirement projection?
  • How do I know what type of retirement account I have?
  • How do I know what type of IRA I have?
See all 14 articles

Online Impact Investing

  • What is impact investing?
  • Why isn’t 100% of my Ellevest Impact Investment Portfolio in impact funds?
  • Do the Ellevest Impact Portfolios own any US gun manufacturers?

The CARES Act

  • CARES Act Repayments
  • Can I still take a CARES Act withdrawal from my IRA?
  • How do I know if I made an eligible withdrawal? (CARES Act)
  • How to add the money back to Your Ellevest IRA (CARES Act)
Frequently Asked Questions | Ellevest