Wealth Management Accounts and Billing
- Can I see my non-Ellevest accounts in my online portal?
- How do I update my personal information on my Wealth Management profile?
- How do I see documents that my Ellevest Wealth Management team has shared with me?
- How do I upload documents as an Ellevest Wealth Management client?
- What are the fees for Wealth Management?
- What fees or taxes are associated with transferring funds to Ellevest Wealth Management?