Consolidate your multiple retirement accounts into one simple view: You don’t have to check a bunch of different sites and do the planning yourself. Ellevest groups all your retirement accounts — even those outside of Ellevest — into one place on your dashboard.
We take a hard look at your old 401(k) or 403(b) to make sure a rollover is right for you.
We’ll conduct a detailed review of your current 401(k) or 403(b) plan, including what you pay in fees, your investment options, and what else may be available to you. From there, we make a personalized recommendation.
Ellevest is a fiduciary, which means we’re required to act in your best interest. We take into account your age, income and retirement assets to determine the right mix of funds for you. Only Ellevest forecasts gender-specific lifespans and salary curves.
This means no mountain of paperwork or making you figure out everything on your own.
Ellevest charges you no additional fees to roll over your old 401(k)s and 403(b)s. We also show your regular account fees up-front and clearly — no magnifying glass required.
Want to geek out on your portfolios? We love that. In addition to seeing all your portfolio details, you can also fine tune your plan, if you want.
Ellevest manages and rebalances your portfolios to help you stay on track with your retirement goals. If you still have retirement accounts outside of Ellevest, we’ll offer you guidance on how to rebalance those as well.