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  1. Frequently Asked Questions | Ellevest
  2. Investing With Membership
  3. Navigating Your Online Investment Accounts

Navigating Your Online Investment Accounts

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  • What happens when I reach my goal?
  • 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?
Frequently Asked Questions | Ellevest