Frequently Asked Questions | Ellevest Help Center home page
Submit a request
  1. Frequently Asked Questions | Ellevest
  2. Deposits, Withdrawals, and Transfers
  3. 401(k), 403(b), and Other Retirement Account Rollovers

401(k), 403(b), and Other Retirement Account Rollovers

Follow New articles New articles and comments
  • What types of Rollovers does Ellevest support?
  • What is the rollover process?
  • What other factors should I consider when deciding whether to roll over my 401(k) or 403(b) into an IRA?
  • What fees or taxes are associated with a rollover?
  • Can I roll over multiple 401(k)s or 403(b)s?
  • Can I roll over my 401(k) or 403(b) to Ellevest if it has both Roth and traditional funds?
  • How can I find out the status of my rollover?
  • What instructions do I need to call my 401(k)/403(b) provider?
  • Can I make deposits to my Ellevest IRA while my 401(k) or 403(b) rollover is in progress?
Frequently Asked Questions | Ellevest