Navigating Your Online Investment Accounts
- Why is my Ellevest account not performing as well as other accounts?
- How do I make changes to my goals?
- 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?
- Why does my investing account say “funding in progress”?
- What is my Folio login information?
- Investing risk and rebalancing
- What are my earnings?
- How do I understand what is in my portfolio and how it is performing?
- Can I make manual changes to my investment portfolio?
- 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?