Ellevest Apps

Ellevest was built by women, for women. The financialindustrywasn’t. Designed to get more money in the hands of women.Ellevestis NerdWallet's 2021 winner for Best Robo-Advisor for IRAInvestingMembership at Ellevest As a member, you get access todigitalinvesting, cash back with the Elevest debit card(2),retirementplanning, learning tools, career coaching, and financialplanningstarting at just $1/month(3). There are no minimums, nobarriers,no hidden fees. Start Investing There’s no minimumdeposit(4) toget started. Our investment algorithm factors inimportantrealities for women, such as pay gaps, career breaks, andlongeraverage lifespans. Learn Something New Access quicktips,interactive quizzes, weekly newsletters, in-depth guides, andfreeworkshops to discover what you need to know. Banking toEarnRewards You can earn cash back when you shop select brands withtheEllevest debit card. Round up the extra change every timeyouspend(5). There are no hidden fees with the Ellevest debitcard(6)plus get access to your money at any ATM with unlimitedwithdrawals— we’ll reimburse the fees. Retirement Planning(7) Apersonalizedinvestment plan for your retirement. We recommend howmuch youshould save for retirement — down to the dollar. We’ll alsohelpyou roll over a 401(k) or transfer a traditional, Roth, or SEPIRA.Work With a Coach Get more out of your membership withdiscountedcoaching. Work 1:1 with a financial planner or careercoach tocreate a plan for your money and career. © 2020 Ellevest,Inc. Allrights reserved. The information provided should not berelied uponas investment advice or recommendations, does notconstitute asolicitation to buy or sell securities and should notbe consideredspecific legal, investment or tax advice. Investingentails risk,including the possible loss of principal, and there isno assurancethat the investment will provide positive performanceover anyperiod of time. 1. Banking products and services areprovided byCoastal Community Bank, Member FDIC, pursuant to licensebyMastercard International. Together, your Ellevest SpendandEllevest Save Accounts are FDIC-insured up to $250,000perdepositor through Coastal Community Bank, Member FDIC. Fundsheldin your Ellevest investment accounts are not FDIC insured,notguaranteed by Coastal, and may lose value. Ellevest doesnotguarantee investment performance. 2. The Ellevest Rewardsprogramis powered by Dosh®, an unaffiliated third-party provider,offeringmembers cash back on Ellevest debit card purchases fromselectmerchants. Terms apply. See more at ellevest.com/banking.3.Ellevest Membership fees are as follows: Ellevest Essential is$1per month, Ellevest Plus is $5 per month, and Ellevest Executiveis$9. Other fees as described in Ellevest’s Wrap Fee ProgramBrochureand the Ellevest Membership Terms and Conditions Agreementwillcontinue to apply. 4. Ellevest doesn’t require you to maintainaminimum investment account balance. However, thereareportfolio-specific minimums (ranging from $1 to approx. $240).Youmay not receive the entire recommended portfolio until youraccountbalance meets the respective portfolio minimum. Ellevestwill notrebalance a portfolio until it meets the respective accountbalanceminimum necessary to generate the required shares. 5. Ifyouactivate the Ellevest roundup feature for debit cardpurchases,each settled (i.e. fully completed) purchase transactionmade withyour Ellevest debit card will be rounded up to the nearestwhole USdollar, subject to certain conditions. Terms apply. Seemore atellevest.com. 6. Domestic ATM transaction fees will bereimbursedif a payroll direct deposit has been received within theprior 30days of the ATM transaction settlement. InternationalATMwithdrawal fee of $5 will apply. 7. Retirement planningavailablewith the Ellevest Plus + Executive plans. ©2017-2021 andTM,NerdWallet, Inc. All Rights Reserved.