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  1. Frequently Asked Questions | Ellevest
  2. Investing With Membership
  3. About Ellevest's Online Investing Service

About Ellevest's Online Investing Service

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  • 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?
  • What is the Ellevest Tax Minimization Methodology (TMM)?
  • What types of accounts are offered by Ellevest with my membership?
  • Can I open up a 529 for my child?
  • Is there a minimum balance?
  • How do you protect my assets?
  • What is Goldman Sachs Custody Solutions?
  • How do Ellevest and Goldman Sachs Custody Solutions work together?
  • So if Ellevest isn't a bank or brokerage, who's holding my money?
  • What is the Wrap Fee Program that I read about in the Ellevest membership/client agreement documents?
Frequently Asked Questions | Ellevest