Navigating Your Online Investment Accounts
- 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?
- How can I adjust my 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?