Ellevest: Invest, Bank, Career

Ellevest: Invest, Bank, Career

Where Women Money: Financial Company Built by Women, for Women
4.7 10,000+ Jul 16th 2021

Recent changes

When you invest your money, you give yourself the freedom to treat your present self, while giving your future self a world of possibility. Become a member of Ellevest and start investing today.

Description

Ellevest was built by women, for women. The financial industry wasn’t. Designed to get more money in the hands of women.

Ellevest is NerdWallet's 2021 winner for Best Robo-Advisor for IRA Investing

Membership at Ellevest

As a member, you get access to digital investing, cash back with the Elevest debit card(2), retirement planning, learning tools, career coaching, and financial planning starting at just $1/month(3). There are no minimums, no barriers, no hidden fees.

Start Investing

There’s no minimum deposit(4) to get started. Our investment algorithm factors in important realities for women, such as pay gaps, career breaks, and longer average lifespans.

Learn Something New

Access quick tips, interactive quizzes, weekly newsletters, in-depth guides, and free workshops to discover what you need to know.

Banking to Earn Rewards

You can earn cash back when you shop select brands with the Ellevest debit card. Round up the extra change every time you spend(5). There are no hidden fees with the Ellevest debit card(6) plus get access to your money at any ATM with unlimited withdrawals — we’ll reimburse the fees.

Retirement Planning(7)

A personalized investment plan for your retirement. We recommend how much you should save for retirement — down to the dollar. We’ll also help you roll over a 401(k) or transfer a traditional, Roth, or SEP IRA.

Work With a Coach

Get more out of your membership with discounted coaching. Work 1:1 with a financial planner or career coach to create a plan for your money and career.
© 2020 Ellevest, Inc. All rights reserved.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and there is no assurance that the investment will provide positive performance over any period of time.

1. Banking products and services are provided by Coastal Community Bank, Member FDIC, pursuant to license by Mastercard International. Together, your Ellevest Spend and Ellevest Save Accounts are FDIC-insured up to $250,000 per depositor through Coastal Community Bank, Member FDIC.

Funds held in your Ellevest investment accounts are not FDIC insured, not guaranteed by Coastal, and may lose value. Ellevest does not guarantee investment performance.

2. The Ellevest Rewards program is powered by Dosh®, an unaffiliated third-party provider, offering members cash back on Ellevest debit card purchases from select merchants. Terms apply. See more at ellevest.com/banking.

3. Ellevest Membership fees are as follows: Ellevest Essential is $1 per month, Ellevest Plus is $5 per month, and Ellevest Executive is $9. Other fees as described in Ellevest’s Wrap Fee Program Brochure and the Ellevest Membership Terms and Conditions Agreement will continue to apply.

4. Ellevest doesn’t require you to maintain a minimum investment account balance. However, there are portfolio-specific minimums (ranging from $1 to approx. $240). You may not receive the entire recommended portfolio until your account balance meets the respective portfolio minimum. Ellevest will not rebalance a portfolio until it meets the respective account balance minimum necessary to generate the required shares.

5. If you activate the Ellevest roundup feature for debit card purchases, each settled (i.e. fully completed) purchase transaction made with your Ellevest debit card will be rounded up to the nearest whole US dollar, subject to certain conditions. Terms apply. See more at ellevest.com.

6. Domestic ATM transaction fees will be reimbursed if a payroll direct deposit has been received within the prior 30 days of the ATM transaction settlement. International ATM withdrawal fee of $5 will apply.

7. Retirement planning available with the Ellevest Plus + Executive plans.

©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.

Screenshots