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  1. Frequently Asked Questions | Ellevest
  2. Deposits, Withdrawals, and Transfers
  3. Taxable Investment Account (Non-IRA) Transfers

Taxable Investment Account (Non-IRA) Transfers

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  • What is the investment account transfer process for Ellevest?
  • How long will the investment account transfer take?
  • What fees or taxes are associated with an investment account transfer?
  • How does the ACATS transfer work for investment accounts?
  • What are the benefits of an ACATS Transfer?
  • What happens if I entered the wrong information for my investment account transfer?
  • How can I transfer an account that I have with Folio to Ellevest?
Frequently Asked Questions | Ellevest