About the Transition
- Transition Timeline
- What are my options?
- How do I opt out of the Betterment transfer?
- If I’m opting out, when do I need to withdraw my money by?
- What happens if I don't take any action?
- What’s happening to Ellevest?
- What happened to the mobile app?
- Does Ellevest no longer exist?
- Will my financial planning session or package still be completed?
- I’m an Ellevest Wealth Management client. How will this transition impact me?
- I didn’t receive any emails about this transition. Who should I reach out to?
- Will I still be able to access Ellevest's other resources?
- Can I cancel my Ellevest plan?
- Will I be refunded if I cancel my Ellevest plan?
- What happens after I close my Ellevest account?
- What are the tax implications of the Betterment transfer?
- How can I be confident my money will be moved securely?
- Will I need to create a Betterment account?
- Will there be a blackout period?
- How will I know when the Betterment transfer is complete?
- What happens if I have a rollover in progress?
- Will I need to recreate my recurring or direct deposits after the Betterment transfer?
- Will I need to re-add my beneficiaries after the Betterment transfer?
- Will I still have access to my Goldman Sachs Custody Solutions account?
- Can I ask Ellevest questions after the transition?
- Can I transfer some of my accounts and not others?
- I have cash outside of my investing goals. Will that money be transferred?
- What if I already have a Betterment account?
- I’m having an issue cancelling my Ellevest plan. What should I do?
- I want to withdraw my funds, but I have a large account balance. Will my bank allow the transfer?