Investing With Membership
Understanding, navigating, and managing your Ellevest investment accounts, including retirement.
About Ellevest's Online Investing Service
- What is Ellevest's investment strategy?
- How is Ellevest different from other digital investment advisors?
- What is goal-based investing?
- Why does gender matter?
- What is the Ellevest Tax Minimization Methodology (TMM)?
- What types of Investment accounts are offered by Ellevest with my membership?
Navigating Your Online Investment Accounts
- Where do I find more information on the funds that Ellevest has selected?
- How can I adjust my portfolio?
- What does a 70% likelihood of reaching your goal mean?
- What does on track/off track mean?
- Why don’t you compare your portfolios to market performance, as I’ve seen other companies do?
- What is rebalancing and how often do you do it?
Investing for Retirement
- 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?
- How does Ellevest determine whether I should open a traditional or Roth IRA?
- How much can I contribute to my IRA?
- How can I see how much I’ve contributed to my Ellevest IRAs?