Navigating Your Online Investment Accounts
- What does it mean when my Ellevest account says “funds bought for” or “funds sold for” a goal?
- What's the difference between a taxable investment account and a retirement account?
- How do I see what investments my portfolio includes?
- Why does my investing account say “funding in progress”?
- Can I have multiples of the same goal or account?
- Can I change the name of my investing goals or accounts?
- What is my Folio login information?
- How can I delete a goal?
- Investing risk and rebalancing
- How do you calculate my performance forecast?
- What are my earnings?
- Where do I find more information on the funds that Ellevest has selected?
- Can I make manual changes to my investment 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?
- Why do I see cash and securities outside my goals?
- How can I participate in shareholder voting or voluntary actions for the securities in my Ellevest portfolio?
- How can I get my Ellevest account approved by my employer’s compliance team?